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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 %
DP
1576
Dearborn Partners
Illinois
$272K +$138 +1 +0.1%
MLA
1577
My Legacy Advisors
Oregon
$272K +$3.1K +22 +1%
FCM
1578
Fairbanks Capital Management
California
$271K -$39.3K -283 -13%
CL
1579
CPWM LLC
Washington
$271K +$55.3K +399 +26%
TNAM
1580
Terra Nova Asset Management
New York
$271K +$104K +752 +63%
ACI
1581
Alpha Cubed Investments
California
$270K -$44.1K -318 -14%
DTC
1582
Davidson Trust Company
Washington
$270K
HCM
1583
Howland Capital Management
Massachusetts
$270K +$270K +1,939 New
EDRH
1584
Edmond de Rothschild Holding
Switzerland
$269K -$28.8K -208 -10%
AIM
1585
Allen Investment Management
New York
$269K
BWFA
1586
Baltimore-Washington Financial Advisors
Maryland
$269K +$9K +65 +3%
BCM
1587
BTC Capital Management
Iowa
$269K +$15.5K +112 +6%
CG
1588
Carmignac Gestion
France
$268K -$37.5K -271 -12%
BWA
1589
BDO Wealth Advisors
Florida
$267K -$6.52K -47 -2%
LAM
1590
LFS Asset Management
California
$266K +$266K +1,916 New
PTC
1591
Petrus Trust Company
Texas
$266K +$266K +1,918 New
ZB
1592
Zions Bancorporation
Utah
$265K +$68.1K +491 +35%
SDWMA
1593
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K -$97.7K -704 -27%
DGAM
1594
Desjardins Global Asset Management
Quebec, Canada
$264K -$25.5K -184 -9%
SWMP
1595
Signature Wealth Management Partners
New Jersey
$263K
WCM
1596
Windsor Capital Management
Arizona
$263K +$138 +1 +0.1%
FIA
1597
Foundations Investment Advisors
Arizona
$263K +$98.8K +715 +60%
CIG
1598
Cairn Investment Group
Washington
$263K +$263K +1,900 New
TA
1599
Trellis Advisors
Washington
$261K +$2.08K +15 +0.8%
Members Trust
1600
Members Trust
Florida
$261K +$24K +173 +10%