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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 %
SCM
1676
SKBA Capital Management
California
$229K +$13.9K +100 +6%
MAG
1677
Mayfair Advisory Group
Alabama
$228K +$33.2K +216 +17%
HI
1678
Hudock Inc
Pennsylvania
$227K
FBFS
1679
First Business Financial Services
Wisconsin
$226K -$20.8K -150 -8%
LWA
1680
Lineweaver Wealth Advisors
Ohio
$226K -$14.4K -104 -6%
WAP
1681
Wealthcare Advisory Partners
Pennsylvania
$226K -$5.97K -43 -3%
AA
1682
Advisory Alpha
Michigan
$226K +$139 +1 +0.1%
KWM
1683
Kolinsky Wealth Management
New Jersey
$226K +$2.91K +21 +1%
HR
1684
Howe & Rusling
New York
$225K +$225K +1,623 New
PCG
1685
Private Capital Group
Connecticut
$224K -$149K -1,073 -40%
HWM
1686
Hemington Wealth Management
Virginia
$224K -$4.86K -35 -2%
HIG
1687
Heritage Investment Group
Florida
$224K -$3.18K -23 -1%
WWM
1688
Windsor Wealth Management
Indiana
$223K -$109K -792 -33%
PCWA
1689
Pacific Capital Wealth Advisors
California
$223K
SC
1690
Schubert & Co
Texas
$223K +$3.33K +24 +2%
CF
1691
Corrigan Financial
Rhode Island
$222K +$277 +2 +0.1%
MJP
1692
Michael J. Puzo
$222K
AAIM
1693
Asset Advisors Investment Management
Georgia
$222K
GKWIM
1694
Gerber Kawasaki Wealth & Investment Management
California
$222K +$16.9K +122 +8%
SFS
1695
Solitude Financial Services
Virginia
$222K +$58.2K +420 +36%
CCM
1696
CTC Capital Management
Illinois
$222K +$222K +1,600 New
SMC
1697
Smith, Moore & Co
Missouri
$221K
BBNB
1698
Baker Boyer National Bank
Washington
$221K
CAAS
1699
Capital Asset Advisory Services
Michigan
$221K +$1.11K +8 +0.5%
ISWM
1700
Independent Solutions Wealth Management
New York
$220K