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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 %
CFO
1776
CVA Family Office
Colorado
$128K -$18.7K -135 -13%
Bank of Montreal
1777
Bank of Montreal
Ontario, Canada
$127K -$20.9K -111,777 -14%
LPIC
1778
LeJeune Puetz Investment Counsel
Michigan
$126K
OCM
1779
Orion Capital Management
California
$125K
WBC
1780
West Branch Capital
Massachusetts
$123K
LB
1781
Legacy Bridge
Iowa
$120K
SAM
1782
Sycomore Asset Management
France
$116K
AA
1783
Ancora Advisors
Ohio
$114K +$1.11K +8 +1%
TCWM
1784
Total Clarity Wealth Management
Illinois
$114K +$114K +826 New
RCG
1785
Rock Creek Group
District of Columbia
$113K +$40K +288 +55%
KFS
1786
Kelly Financial Services
Massachusetts
$113K +$139 +1 +0.1%
MWM
1787
Mascoma Wealth Management
New Hampshire
$112K
FFC
1788
First Financial Corp
Indiana
$110K
GGI
1789
Godsey & Gibb Inc
Virginia
$109K +$42.4K +305 +64%
C
1790
Covestor
United Kingdom
$107K -$24.8K -178 -19%
EWM
1791
Endurance Wealth Management
Rhode Island
$106K
FCT
1792
First Community Trust
Iowa
$104K
AIC
1793
Archer Investment Corporation
Indiana
$104K
PWMG
1794
Prestige Wealth Management Group
New Jersey
$103K -$17.8K -128 -15%
EWA
1795
EverSource Wealth Advisors
Alabama
$103K +$46.2K +334 +81%
NSB
1796
Norway Savings Bank
Maine
$101K -$48.6K -350 -32%
VCM
1797
Versant Capital Management
Arizona
$100K
BFG
1798
Baron Financial Group
New Jersey
$99.9K
BWM
1799
BerganKDV Wealth Management
Minnesota
$99K -$414 -3 -0.4%
CJL
1800
Cyrus J. Lawrence
New York
$98K