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American Express

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
1901
Avion Wealth
Texas
$128K
LCM
1902
Logan Capital Management
Pennsylvania
$124K
AP
1903
Arlington Partners
Alabama
$123K
UIA
1904
Ulland Investment Advisors
Minnesota
$122K +$9.39K +50 +8%
JFGIW
1905
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$120K -$14.8K -79 -11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1906
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$118K -$120M -640,969 -100%
SL
1907
Savior LLC
Massachusetts
$118K
MGIM
1908
M&G Investment Management
United Kingdom
$117K -$9.61K -51,366 -8%
COCM
1909
Charter Oak Capital Management
New Hampshire
$116K +$16.9K +90 +17%
RTC
1910
Riverview Trust Company
Washington
$116K +$84.5K +453 +268%
BHWM
1911
Beaird Harris Wealth Management
Texas
$113K -$93.9K -500 -45%
TFM
1912
TFC Financial Management
Massachusetts
$111K
Jones Financial Companies
1913
Jones Financial Companies
Missouri
$110K -$8.62K -46 -7%
FA
1914
Fortis Advisors
Pennsylvania
$110K
PMFA
1915
Plante Moran Financial Advisors
Michigan
$108K -$8.06K -43 -7%
LWP
1916
Lumature Wealth Partners
Georgia
$108K
FAG
1917
Fortitude Advisory Group
Washington
$106K -$3.55K -19 -3%
DAC
1918
Dividend Assets Capital
South Carolina
$106K
TAIM
1919
TD Ameritrade Investment Management
Nebraska
$105K -$8.56K -46 -8%
WCMN
1920
Westchester Capital Management (Nebraska)
Nebraska
$105K
PA
1921
PSI Advisors
Florida
$105K +$7.47K +40 +8%
DHGWA
1922
Dixon Hughes Goodman Wealth Advisors
North Carolina
$98K
RCG
1923
Rock Creek Group
District of Columbia
$98K +$37.9K +203 +63%
BWM
1924
Baystate Wealth Management
Massachusetts
$96K
RAM
1925
Riggs Asset Management
Pennsylvania
$94K -$4.7K -25 -5%