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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 %
AWM
1526
Aprio Wealth Management
Georgia
$299K +$299K +2,157 New
FBB
1527
Fulton Breakefield Broenniman
Maryland
$299K +$299K +2,159 New
HIA
1528
Harbor Investment Advisory
Maryland
$298K -$2.5K -18 -0.8%
9WM
1529
9258 Wealth Management
Ohio
$298K +$693 +5 +0.2%
GIM
1530
Greylin Investment Management
Virginia
$298K +$13.9K +100 +5%
PCM
1531
Prelude Capital Management
New York
$298K +$298K +2,153 New
BCM
1532
Blume Capital Management
California
$297K +$66.8K +483 +29%
YC
1533
Yarbrough Capital
Tennessee
$296K -$85.4K -615 -22%
HC
1534
Hamilton Capital
Ohio
$295K +$7.9K +57 +3%
MMC
1535
Mizuho Markets Cayman
Cayman Islands
$295K +$295K +2,130 New
CNBTD
1536
Citizens National Bank Trust Department
Mississippi
$294K +$25.7K +185 +10%
WDG
1537
Wealth Dimensions Group
Ohio
$293K
DCM
1538
Donaldson Capital Management
Indiana
$292K -$2.36K -17 -0.8%
HA
1539
HC Advisors
Georgia
$292K +$139 +1 +0%
TCM
1540
Triumph Capital Management
Colorado
$291K +$8.05K +58 +3%
TIA
1541
Tiemann Investment Advisors
California
$291K +$13.9K +100 +5%
EGA
1542
E&G Advisors
Texas
$291K +$118K +850 +68%
TNB
1543
Thomasville National Bank
Georgia
$290K -$61.1K -440 -17%
SFG
1544
StrategIQ Financial Group
Indiana
$290K -$6.51K -47 -2%
DIM
1545
Delta Investment Management
California
$290K
ESB
1546
Essex Savings Bank
Connecticut
$289K -$5.42K -39 -2%
PC
1547
Port Capital
Illinois
$287K +$28.7K +207 +11%
IAIM
1548
Industrial Alliance Investment Management
Quebec, Canada
$286K +$286K +2,060 New
WCM
1549
Whitener Capital Management
North Carolina
$285K
TWM
1550
Tradition Wealth Management
Minnesota
$285K +$139 +1 +0%