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American Express

1,960 hedge funds and large institutions have $87.7B invested in American Express in 2022 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 702 increasing their positions, 763 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,960
Holders Change
-95
Holders Change %
-4.62%
% of All Funds
33.14%
Holding in Top 10
42
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-33.33%
% of All Funds
0.71%
New
116
Increased
702
Reduced
763
Closed
183
Calls
$1.46B
Puts
$1.54B
Net Calls
-$79M
Net Calls Change
+$1.16B
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
1476
Silverlake Wealth Management
Vermont
$330K +$34.7K +250 +12%
DI
1477
DFPG Investments
Utah
$329K -$71.2K -500 -18%
PG
1478
Patten Group
Tennessee
$329K
HDIM
1479
Hanson & Doremus Investment Management
Vermont
$328K -$4.3K -31 -1%
WCG
1480
Weaver Consulting Group
California
$327K -$36.1K -260 -10%
KC
1481
Kenfarb & Co
Kentucky
$327K
SAM
1482
Secure Asset Management
Michigan
$327K +$277 +2 +0.1%
MBTD
1483
Mechanics Bank - Trust Department
California
$326K
MFC
1484
Mechanics Financial Corp
Ohio
$326K
APP
1485
Avantax Planning Partners
Iowa
$326K +$831 +6 +0.3%
CHAM
1486
Clear Harbor Asset Management
Connecticut
$323K +$3.75K +27 +1%
QIM
1487
Quantitative Investment Management
Virginia
$320K -$439K -3,166 -58%
CCA
1488
Cadent Capital Advisors
Oklahoma
$320K -$85.1K -614 -21%
DMBA
1489
Deseret Mutual Benefit Administrators
Utah
$320K
SPWG
1490
Sage Private Wealth Group
Illinois
$319K -$21.7K -157 -6%
OPOWM
1491
One Plus One Wealth Management
Florida
$319K
OTL
1492
Oak Thistle LLC
New York
$319K +$6.37K +46 +2%
BG
1493
Benedetti & Gucer
Georgia
$318K -$34.7K -250 -10%
HA
1494
HFG Advisors
Ohio
$318K
CT
1495
Columbia Trust
Oregon
$318K
MRCM
1496
M&R Capital Management
New Jersey
$318K +$139 +1 +0%
MW
1497
MBL Wealth
North Carolina
$318K +$169K +1,219 +114%
MSA
1498
Marino Stram & Associates
Massachusetts
$317K +$36.7K +265 +13%
MTIC
1499
Missouri Trust & Investment Company
Missouri
$316K +$13.2K +95 +4%
GA
1500
Geller Advisors
New York
$315K -$13.5K -97 -4%