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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 %
WPA
1876
West Paces Advisors
Georgia
$57.9K -$4.29K -29 -7%
PB
1877
Pinnacle Bancorp
Nebraska
$55K -$7.43K -50 -12%
TF
1878
TimeScale Financial
Massachusetts
$54.9K
RDFA
1879
Ritter Daniher Financial Advisory
Ohio
$54.7K +$54.7K +370 New
CFD
1880
Creative Financial Designs
Indiana
$53.8K -$1.18K -8 -2%
NIC
1881
Northwest Investment Counselors
Oregon
$53.3K
TC
1882
Tacita Capital
Ontario, Canada
$53K
HCM
1883
Highlander Capital Management
New Jersey
$52K
SIS
1884
Sound Income Strategies
Florida
$51.3K +$18.2K +123 +55%
GIA
1885
Goodwin Investment Advisory
Georgia
$46.5K
LFG
1886
Larson Financial Group
Missouri
$44.7K -$51.6K -349 -54%
AWM
1887
AllSquare Wealth Management
New York
$44.2K
WOSD
1888
WFA of San Diego
California
$44.2K +$44.2K +299 New
HC
1889
Hoese & Co
Minnesota
$44K
EARNEST Partners
1890
EARNEST Partners
Georgia
$43.3K
VC
1891
Vestor Capital
Illinois
$43K +$43K +294 New
CFG
1892
CKW Financial Group
Hawaii
$41K -$11.2K -75 -21%
HIP
1893
HUB Investment Partners
Texas
$40.9K +$40.9K +276 New
DF
1894
DecisionPoint Financial
Arizona
$40.6K +$40.6K +275 New
BWL
1895
Bogart Wealth LLC
Virginia
$40.4K
GWSA
1896
Global Wealth Strategies & Associates
Colorado
$40.2K +$40.2K +272 New
BIA
1897
Bell Investment Advisors
California
$39.7K +$3.4K +23 +9%
SC
1898
Stephens Consulting
Michigan
$38.1K +$38.1K +258 New
MWM
1899
MinichMacGregor Wealth Management
New York
$37.8K +$37.8K +256 New
IFAM
1900
Institutional & Family Asset Management
Colorado
$37.1K