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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 %
IWA
1651
Intercontinental Wealth Advisors
Texas
$237K -$333K -2,403 -58%
1IA
1652
1834 Investment Advisors
Wisconsin
$236K -$1.8M -12,951 -88%
DDPIC
1653
Deroy & Devereaux Private Investment Counsel
Michigan
$236K -$27.8K -200 -11%
SFA
1654
Semmax Financial Advisors
North Carolina
$236K -$17.3K -107 -7%
SIAP
1655
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K
FA
1656
Fagan Associates
New York
$236K
ZCI
1657
Zevenbergen Capital Investments
Washington
$236K
SNBOSD
1658
Security National Bank of So Dak
Iowa
$236K
RRA
1659
Round Rock Advisors
Connecticut
$236K +$277 +2 +0.1%
BFC
1660
Blue Fin Capital
Rhode Island
$236K +$9.41K +68 +4%
EFG
1661
Everhart Financial Group
Ohio
$235K +$34.8K +251 +17%
1WM
1662
1900 Wealth Management
Texas
$234K -$80.8K -582 -26%
OA
1663
Oxbow Advisors
Texas
$233K
APG
1664
Abacus Planning Group
South Carolina
$232K
BOM
1665
Bank of Marin
California
$232K
NRI
1666
NFP Retirement Inc
California
$232K -$14.1K -102 -6%
IIA
1667
IPG Investment Advisors
California
$231K -$661K -4,760 -74%
BG
1668
Bahl & Gaynor
Ohio
$231K
BDF
1669
Balasa Dinverno & Foltz
$230K +$32.8K +237 +17%
MAM
1670
Mystic Asset Management
Rhode Island
$230K +$33.2K +240 +17%
RPC
1671
Rossmore Private Capital
Connecticut
$230K +$230K +1,660 New
AWA
1672
Aaron Wealth Advisors
Illinois
$229K -$32.7M -236,395 -99%
FPW
1673
Flagship Private Wealth
Massachusetts
$229K
YMRC
1674
Yorktown Management & Research Company
Virginia
$229K
CPIA
1675
Cornell Pochily Investment Advisors
New York
$229K +$416 +3 +0.2%