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American Express

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M
Name Holding Trade Value Shares
Change
Shares
Change %
ZB
1726
Zions Bancorporation
Utah
$266K +$14K +75 +6%
MAM
1727
Mystic Asset Management
Rhode Island
$266K +$22.4K +120 +9%
BDF
1728
Balasa Dinverno & Foltz
$266K +$266K +1,424 New
RMDI
1729
R.M. Davis Inc
Maine
$265K -$101K -543 -28%
BWFA
1730
Baltimore-Washington Financial Advisors
Maryland
$265K -$37.4K -265 -12%
BBNA
1731
Bremer Bank National Association
Minnesota
$264K -$41.2K -221 -14%
FBC
1732
Fairfield, Bush & Co
Connecticut
$264K
TIM
1733
Tortoise Investment Management
New York
$263K
EWM
1734
EPG Wealth Management
Georgia
$262K -$206K -1,105 -44%
MC
1735
Middleton & Co
Massachusetts
$262K
1CP
1736
17 Capital Partners
Arizona
$262K
MCM
1737
MV Capital Management
Maryland
$262K +$18.3K +98 +8%
PWW
1738
Pettyjohn Wood & White
Virginia
$261K
KFSC
1739
Keystone Financial Services (Colorado)
Colorado
$260K -$161K -996 -38%
WPW
1740
Warther Private Wealth
Ohio
$260K
Capstone Investment Advisors
1741
Capstone Investment Advisors
New York
$259K -$11M -58,981 -98%
PWM
1742
PRW Wealth Management
Massachusetts
$258K +$23.4K +125 +10%
CWM
1743
Centric Wealth Management
Illinois
$257K -$4.12K -22 -2%
PCA
1744
Providence Capital Advisors
North Carolina
$257K
SDAM
1745
Shulman DeMeo Asset Management
New York
$256K +$560 +3 +0.2%
EWM
1746
Edge Wealth Management
New York
$256K +$184K +984 +254%
CWAG
1747
Compton Wealth Advisory Group
Virginia
$256K +$256K +1,367 New
LPT
1748
Legacy Private Trust
Wisconsin
$255K
APA
1749
Astoria Portfolio Advisors
New York
$255K +$255K +1,365 New
SS
1750
Sunbelt Securities
Texas
$254K -$32.8K -173 -11%