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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 %
WAOTB
1626
Wealth Advisors of Tampa Bay
Florida
$250K
TTWM
1627
TCV Trust & Wealth Management
Virginia
$250K +$40.9K +295 +20%
FPAS
1628
Focus Partners Advisor Solutions
Missouri
$249K +$9.14K +66 +4%
HWA
1629
HCR Wealth Advisors
California
$247K
CGFA
1630
Colton Groome Financial Advisors
North Carolina
$247K +$83.2K +600 +51%
LI
1631
LMCG Investments
Massachusetts
$246K -$33.5K -242 -12%
HPWM
1632
Highland Private Wealth Management
Washington
$245K -$23K -166 -9%
HFS
1633
Hantz Financial Services
Michigan
$245K -$19.6K -141 -7%
ACM
1634
Allred Capital Management
Texas
$245K -$17.7K -128 -7%
HWA
1635
HHM Wealth Advisors
Tennessee
$245K
WFI
1636
West Family Investments
California
$245K +$1.67K +12 +0.7%
W
1637
Wealthquest
Ohio
$244K -$277 -2 -0.1%
LC
1638
LCNB Corp
Ohio
$244K +$13.2K +95 +6%
RP
1639
Riverwater Partners
Wisconsin
$243K +$243K +1,756 New
AIA
1640
Affinity Investment Advisors
California
$242K
LNWTC
1641
Laird Norton Wetherby Trust Company
Washington
$242K +$15.4K +111 +7%
DBIA
1642
Dumont & Blake Investment Advisors
New Jersey
$241K
IRC
1643
Investors Research Corp
Georgia
$240K
APA
1644
Astoria Portfolio Advisors
New York
$240K +$51K +368 +27%
I
1645
IMPACTfolio
Colorado
$239K -$1.11K -8 -0.5%
SFFS
1646
Stonehage Fleming Financial Services
Jersey
$239K
KFA
1647
Krane Funds Advisors
New York
$238K -$71.3K -515 -23%
IGWM
1648
ICA Group Wealth Management
Colorado
$238K +$17K +105 +8%
PPP
1649
Private Portfolio Partners
New Jersey
$238K +$1.39K +10 +0.6%
FNB
1650
Farmers National Bank
Kentucky
$237K +$69.3K +500 +41%