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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 %
PPWM
1926
PFG Private Wealth Management
Florida
$7K
ACM
1927
Antonetti Capital Management
Florida
$7K
RG
1928
Retirement Group
California
$7K
BI
1929
Bramshill Investments
Florida
$7K +$7K +42 New
MS
1930
Mizuho Securities
Japan
$6K -$154 -1 -3%
LS
1931
Leelyn Smith
Illinois
$6K
TFGT
1932
TS Financial Group (TSFG)
Illinois
$6K
HCM
1933
Horrell Capital Management
Arkansas
$6K
CWM
1934
Curi Wealth Management
North Carolina
$5K -$13.8K -91 -73%
CWC
1935
Carolinas Wealth Consulting
North Carolina
$5K
SFG
1936
Steward Financial Group
Texas
$5K +$5K +42 New
HF
1937
Halpern Financial
Virginia
$4.99K
BWP
1938
Baldwin Wealth Partners
Massachusetts
$4K
GCM
1939
Gables Capital Management
Florida
$4K
IWP
1940
IAG Wealth Partners
Wisconsin
$4K
JIR
1941
James Investment Research
Ohio
$3K
LWA
1942
Lowe Wealth Advisors
Maryland
$3K
SFCL
1943
Strengthening Families & Communities LLC
Massachusetts
$3K
DWP
1944
Destiny Wealth Partners
Florida
$3K +$3K +20 New
TIM
1945
Tevis Investment Management
Texas
$3K +$3K +20 New
CM
1946
Caption Management
Oklahoma
$3K +$3K +21 New
BFPW
1947
BOK Financial Private Wealth
Colorado
$2K -$384K -2,688 -99%
CWA
1948
Carolina Wealth Advisors
South Carolina
$2K
SAM
1949
Strategic Asset Management
Minnesota
$2K
HWM
1950
HighMark Wealth Management
Minnesota
$2K