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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 %
VV
1601
Verity & Verity
South Carolina
$260K
WTB
1602
Washington Trust Bank
Washington
$260K
BLC
1603
Brown, Lisle/Cummings
Rhode Island
$260K
AFP
1604
Ausdal Financial Partners
Iowa
$259K -$277K -2,002 -52%
RF
1605
Resolute Financial
Massachusetts
$259K
WCM
1606
Washington Capital Management
Washington
$258K
SWA
1607
Sax Wealth Advisors
New Jersey
$258K +$138 +1 +0.1%
AAS
1608
Annex Advisory Services
Wisconsin
$258K +$3.74K +27 +1%
TIA
1609
Traphagen Investment Advisors
New Jersey
$258K -$97K -399 -27%
RCG
1610
Regatta Capital Group
California
$257K -$107K -775 -29%
CH
1611
Canton Hathaway
Rhode Island
$257K
KLI
1612
Kelman-Lazarov Inc
Tennessee
$257K +$14.8K +107 +6%
RWP
1613
Ridgecrest Wealth Partners
California
$256K
NA
1614
Nottingham Advisors
New York
$255K
FMC
1615
First Merchants Corp
Indiana
$255K +$255K +1,838 New
SWM
1616
Stockman Wealth Management
Montana
$254K
SCA
1617
Stonebridge Capital Advisors
Minnesota
$253K -$6.92K -50 -3%
KFSC
1618
Keystone Financial Services (Colorado)
Colorado
$253K +$8.05K +53 +3%
PCM
1619
Parsons Capital Management
Rhode Island
$252K -$20.8K -150 -8%
CS
1620
Comerica Securities
Michigan
$252K +$5.99K +43 +2%
SWA
1621
Stratos Wealth Advisors
Ohio
$251K +$1.39K +10 +0.6%
DA
1622
DSC Advisors
Illinois
$251K +$6.37K +46 +3%
WAOTB
1623
Wealth Advisors of Tampa Bay
Florida
$250K
JDR
1624
Jay D. Rosenbaum
$250K
FBT
1625
First Bankers Trust
Kentucky
$250K