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American Express

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M
Name Holding Trade Value Shares
Change
Shares
Change %
HA
1526
HC Advisors
Georgia
$394K +$187 +1 +0%
DIM
1527
Delta Investment Management
California
$392K
BWM
1528
BNC Wealth Management
Oregon
$392K +$30.7K +164 +8%
DGAM
1529
Desjardins Global Asset Management
Quebec, Canada
$390K -$23.5K -126 -6%
AP
1530
Adero Partners
California
$390K -$4.86K -26 -1%
KMWM
1531
Keudell/Morrison Wealth Management
Oregon
$390K -$3.74K -20 -1%
PCMC
1532
Private Capital Management (Colorado)
Colorado
$388K +$10.5K +56 +3%
HC
1533
Hamilton Capital
Ohio
$387K -$383K -2,051 -50%
WCM
1534
Whitener Capital Management
North Carolina
$385K -$16.8K -90 -4%
KPW
1535
Kore Private Wealth
New York
$385K +$24.5K +131 +7%
TWM
1536
Tradition Wealth Management
Minnesota
$384K -$374 -2 -0.1%
RCA
1537
Ranch Capital Advisors
Florida
$384K
GIM
1538
Greylin Investment Management
Virginia
$383K
CST
1539
Charles Schwab Trust
Nevada
$383K
TCM
1540
Triumph Capital Management
Colorado
$382K +$749 +4 +0.2%
WA
1541
Waddell & Associates
Tennessee
$382K +$382K +2,043 New
BAS
1542
Brown Advisory Securities
Maryland
$381K -$225K -1,200 -37%
FB
1543
First Bancorp
Maine
$380K +$12.1K +65 +3%
PFS
1544
Physicians Financial Services
North Carolina
$378K +$3.74K +20 +1%
MSA
1545
Marino Stram & Associates
Massachusetts
$378K +$12.3K +66 +3%
GWS
1546
Glassman Wealth Services
Virginia
$378K +$91.7K +490 +32%
LI
1547
LMCG Investments
Massachusetts
$377K +$377K +2,018 New
TIA
1548
Tiemann Investment Advisors
California
$374K -$29.6K -158 -7%
MPIA
1549
Mountain Pacific Investment Advisers
Idaho
$374K -$2.81K -15 -0.7%
MCM
1550
Magnolia Capital Management
New York
$374K