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American Express

1,997 hedge funds and large institutions have $93.1B invested in American Express in 2022 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 687 increasing their positions, 733 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,997
Holders Change
+89
Holders Change %
+4.66%
% of All Funds
32.22%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.68%
New
220
Increased
687
Reduced
733
Closed
96
Calls
$1.46B
Puts
$1.62B
Net Calls
-$160M
Net Calls Change
-$143M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1826
Endurance Wealth Management
Rhode Island
$102K -$7.41K -50 -7%
FMTCOCP
1827
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$102K
ZB
1828
Zions Bancorporation
Utah
$101K +$12.1K +82 +14%
NHT
1829
New Hampshire Trust
New Hampshire
$99.7K +$99.7K +675 New
LCM
1830
Logan Capital Management
Pennsylvania
$98.3K
VCM
1831
Versant Capital Management
Arizona
$97.4K -$739 -5 -0.8%
TCWA
1832
Ten Capital Wealth Advisors
Washington
$96.5K +$65.4K +443 +211%
RCG
1833
Rock Creek Group
District of Columbia
$94.3K +$12.9K +87 +16%
NSB
1834
Norway Savings Bank
Maine
$92.8K
SL
1835
Savior LLC
Massachusetts
$92.2K
AW
1836
Avion Wealth
Texas
$92K
FMP
1837
Financial Management Professionals
Texas
$91K -$80.7K -548 -47%
Nomura Holdings
1838
Nomura Holdings
Japan
$88K -$10.9M -73,992 -99%
LF
1839
Lee Financial
Texas
$87.6K +$6.35K +43 +8%
TFM
1840
TFC Financial Management
Massachusetts
$87.3K
FA
1841
Fortis Advisors
Pennsylvania
$86.9K
BHWM
1842
Beaird Harris Wealth Management
Texas
$83.3K +$12.4K +84 +18%
PMFA
1843
Plante Moran Financial Advisors
Michigan
$83K +$8.72K +59 +12%
PA
1844
PSI Advisors
Florida
$82.9K -$7.54K -51 -8%
WCMN
1845
Westchester Capital Management (Nebraska)
Nebraska
$82.7K
FFA
1846
Farther Finance Advisors
California
$80.9K +$80.9K +548 New
CAC
1847
Core Alternative Capital
Georgia
$80.7K +$11.2K +76 +16%
CWA
1848
Core Wealth Advisors
Florida
$79.9K +$6.5K +44 +9%
SGC
1849
Slocum, Gordon & Co
Rhode Island
$78.8K +$78.8K +533 New
HWMA
1850
Heritage Wealth Management (Arizona)
Arizona
$78.3K +$43.9K +297 +127%