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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 %
PGAM
1501
Princeton Global Asset Management
New Jersey
$314K
ATFA
1502
All Terrain Financial Advisors
Minnesota
$313K
RW
1503
Rede Wealth
Virginia
$312K -$970 -7 -0.3%
FA
1504
Financial Advisors
Massachusetts
$311K
QPW
1505
Quantum Private Wealth
Florida
$310K
ATC
1506
Adirondack Trust Company
New York
$310K +$9.56K +69 +3%
MFS
1507
Mirabella Financial Services
United Kingdom
$310K +$310K +2,234 New
WPC
1508
Waters Parkerson & Co
Louisiana
$309K
ZF
1509
Zhang Financial
Michigan
$309K +$88.3K +636 +40%
GWANC
1510
Guardian Wealth Advisors (North Carolina)
North Carolina
$309K +$309K +2,223 New
5L
1511
55I LLC
Massachusetts
$309K +$309K +2,227 New
SB
1512
Strategic Blueprint
Georgia
$308K -$4.85K -35 -2%
AWM
1513
Aberdeen Wealth Management
Illinois
$308K
FWIA
1514
Fort Washington Investment Advisors
Ohio
$307K -$2.87M -20,688 -90%
BHWM
1515
Bar Harbor Wealth Management
New Hampshire
$307K -$46.6K -336 -13%
CBT
1516
Central Bank & Trust
Kentucky
$305K -$16K -115 -5%
FCA
1517
FinTrust Capital Advisors
South Carolina
$305K +$22.2K +145 +8%
PWW
1518
Pettyjohn Wood & White
Virginia
$305K +$112K +806 +58%
PPW
1519
Pinnacle Private Wealth
Massachusetts
$304K -$26.2K -189 -8%
MFG
1520
MidWestOne Financial Group
Iowa
$303K
AP
1521
Adero Partners
California
$303K +$12.4K +89 +4%
SN
1522
Sittner & Nelson
Oregon
$300K +$66K +476 +28%
LFAS
1523
Level Four Advisory Services
Texas
$299K -$13.5K -97 -4%
Kayne Anderson Rudnick Investment Management
1524
Kayne Anderson Rudnick Investment Management
California
$299K
TFA
1525
Toth Financial Advisory
Virginia
$299K +$6.11K +44 +2%