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American Express

1,908 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 742 increasing their positions, 709 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-52
Holders Change %
-2.65%
% of All Funds
32.99%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
742
Reduced
709
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$62.5M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
1726
EverSource Wealth Advisors
Alabama
$154K +$53.5K +397 +53%
CL
1727
COWA LLC
Oklahoma
$152K +$152K +1,129 New
NFSG
1728
Newbridge Financial Services Group
Florida
$150K +$21.6K +160 +17%
AIM
1729
Axiom Investment Management
New York
$146K +$146K +1,093 New
BONH
1730
Bank of New Hampshire
New Hampshire
$145K
KFI
1731
Key Financial Inc
Pennsylvania
$143K +$3.09K +23 +2%
Bank of Montreal
1732
Bank of Montreal
Ontario, Canada
$141K +$14.2K +76,048 +11%
WWM
1733
Wagner Wealth Management
South Carolina
$139K -$3.5K -26 -2%
HIIFS
1734
Harel Insurance Investments & Financial Services
Israel
$139K +$1.48K +11 +1%
CAM
1735
Close Asset Management
United Kingdom
$135K
MAWCM
1736
Mine & Arao Wealth Creation & Management
California
$135K +$404 +3 +0.3%
OCM
1737
Osterweis Capital Management
California
$132K +$132K +982 New
CB
1738
CNB Bank
Pennsylvania
$130K -$23.9K -177 -16%
TC
1739
Truvestments Capital
Florida
$129K -$20K -149 -13%
LPIC
1740
LeJeune Puetz Investment Counsel
Michigan
$123K
OCM
1741
Orion Capital Management
California
$121K
WBC
1742
West Branch Capital
Massachusetts
$119K
LB
1743
Legacy Bridge
Iowa
$117K
LS
1744
Livforsakringsbolaget Skandia
Sweden
$113K -$444K -3,300 -80%
SOW
1745
State of Wyoming
Wyoming
$113K +$64.8K +482 +134%
SAM
1746
Sycomore Asset Management
France
$112K
AA
1747
Ancora Advisors
Ohio
$111K
KFS
1748
Kelly Financial Services
Massachusetts
$110K +$135 +1 +0.1%
MWM
1749
Mascoma Wealth Management
New Hampshire
$109K
1832 Asset Management
1750
1832 Asset Management
Ontario, Canada
$108K -$22.6M -168,100 -100%