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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 %
SA
1926
SRH Advisors
Kansas
$94K
PP
1927
PrairieView Partners
Minnesota
$94K
TF
1928
TimeScale Financial
Massachusetts
$92K +$186 +1 +0.2%
BHWM
1929
Bay Harbor Wealth Management
Maryland
$92K +$1.49K +8 +2%
JAM
1930
JCIC Asset Management
Ontario, Canada
$91K
GGI
1931
Godsey & Gibb Inc
Virginia
$90K +$90K +480 New
AA
1932
AlphaMark Advisors
Kentucky
$88K
CAC
1933
Core Alternative Capital
Georgia
$88K +$81.6K +434 +1,276%
PCFFS
1934
Pacific Center for Financial Services
California
$84K -$2.99K -16 -3%
CFG
1935
CKW Financial Group
Hawaii
$84K +$9.33K +50 +13%
BWL
1936
Bogart Wealth LLC
Virginia
$83K -$59.8K -320 -42%
WPA
1937
West Paces Advisors
Georgia
$81.7K -$3.37K -18 -4%
PB
1938
Pinnacle Bancorp
Nebraska
$79K -$3.76K -20 -5%
EWA
1939
EverSource Wealth Advisors
Alabama
$77K +$5.06K +27 +7%
BCFD
1940
Boit C.F. David
$75K
FMB
1941
Field & Main Bank
Kentucky
$75K
WIM
1942
Westside Investment Management
California
$74.9K
GG
1943
Gleason Group
Kentucky
$74K +$187 +1 +0.3%
LF
1944
Lee Financial
Texas
$72K +$3.38K +18 +5%
CP
1945
Castleview Partners
Texas
$71K -$31.1M -167,471 -100%
HCM
1946
Highlander Capital Management
New Jersey
$70K
IWMWV
1947
Ironwood Wealth Management (West Virginia)
West Virginia
$70K
CFD
1948
Creative Financial Designs
Indiana
$70K
TC
1949
Tacita Capital
Ontario, Canada
$67K
TFO
1950
Tarbox Family Office
California
$64K -$40.1K -215 -39%