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American Express

1,908 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 742 increasing their positions, 709 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-52
Holders Change %
-2.65%
% of All Funds
32.99%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
742
Reduced
709
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$62.5M
Name Holding Trade Value Shares
Change
Shares
Change %
ZF
1476
Zhang Financial
Michigan
$301K +$405 +3 +0.1%
PA
1477
Procyon Advisors
Connecticut
$300K -$34.7K -257 -10%
AWM
1478
Aberdeen Wealth Management
Illinois
$300K
SFG
1479
Sunburst Financial Group
Alabama
$298K -$23.6K -175 -7%
BHWM
1480
Bar Harbor Wealth Management
New Hampshire
$298K -$539 -4 -0.2%
PWW
1481
Pettyjohn Wood & White
Virginia
$297K
EGA
1482
E&G Advisors
Texas
$297K +$13.5K +100 +5%
MFG
1483
MidWestOne Financial Group
Iowa
$295K
SWM
1484
Silverlake Wealth Management
Vermont
$294K -$27K -200 -8%
Kayne Anderson Rudnick Investment Management
1485
Kayne Anderson Rudnick Investment Management
California
$293K +$2.02K +15 +0.7%
TFA
1486
Toth Financial Advisory
Virginia
$291K +$270 +2 +0.1%
TIA
1487
Tiemann Investment Advisors
California
$291K +$7.43K +55 +3%
M
1488
MOTCO
Texas
$291K +$96.5K +717 +50%
RW
1489
Rede Wealth
Virginia
$290K -$13.5K -100 -4%
GIM
1490
Greylin Investment Management
Virginia
$290K
MLA
1491
My Legacy Advisors
Oregon
$290K +$25.3K +185 +10%
DCM
1492
Donaldson Capital Management
Indiana
$289K +$4.59K +34 +2%
HPWM
1493
Highland Private Wealth Management
Washington
$289K +$50.3K +373 +21%
YC
1494
Yarbrough Capital
Tennessee
$288K
FAIM
1495
Financial Advocates Investment Management
Washington
$288K +$25.7K +199 +10%
MMC
1496
Mizuho Markets Cayman
Cayman Islands
$287K
MPPLM
1497
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$286K +$20.3K +150 +8%
SAM
1498
Secure Asset Management
Michigan
$285K -$33.3K -247 -10%
FBB
1499
Fulton Breakefield Broenniman
Maryland
$285K -$6.76K -50 -2%
WDG
1500
Wealth Dimensions Group
Ohio
$285K