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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 %
TC
1851
Tacita Capital
Ontario, Canada
$50K
NIC
1852
Northwest Investment Counselors
Oregon
$50K +$2.77K +20 +6%
TAIM
1853
TD Ameritrade Investment Management
Nebraska
$49K -$29.7K -213 -38%
CP
1854
Castleview Partners
Texas
$48.9K +$29.4K +575 +151%
FCG
1855
Financial Connections Group
California
$48K +$1.93K +14 +4%
FA
1856
Financial Advantage
Maryland
$47K
MAM
1857
Marquette Asset Management
Minnesota
$45K
M1FG
1858
Mach-1 Financial Group
Arkansas
$45K +$45K +325 New
PFA
1859
Professional Financial Advisors
Nebraska
$42K
BWL
1860
Bogart Wealth LLC
Virginia
$41K -$21.3K -152 -34%
AWM
1861
AllSquare Wealth Management
New York
$41K
EARNEST Partners
1862
EARNEST Partners
Georgia
$41K
WOSD
1863
WFA of San Diego
California
$41K +$41K +299 New
HC
1864
Hoese & Co
Minnesota
$39K
MUMSS
1865
Mitsubishi UFJ Morgan Stanley Securities
Japan
$36K
IFAM
1866
Institutional & Family Asset Management
Colorado
$35K -$2.93K -21 -8%
SWM
1867
Selective Wealth Management
Virginia
$35K
CWM
1868
Cranbrook Wealth Management
Michigan
$35K
BAM
1869
Baldrige Asset Management
Pennsylvania
$34K
LFG
1870
Larson Financial Group
Missouri
$33K -$10.8K -78 -25%
ACA
1871
Atlas Capital Advisors
Wyoming
$32.4K -$1.26M -9,093 -97%
SIS
1872
Sound Income Strategies
Florida
$32K
FP
1873
Financial Perspectives
Minnesota
$31.6K +$138 +1 +0.4%
HWMA
1874
Heritage Wealth Management (Arizona)
Arizona
$31.2K -$6.79K -49 -18%
CWA
1875
Clearview Wealth Advisors
Oregon
$31K +$138 +1 +0.4%