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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 %
NIC
1951
Northwest Investment Counselors
Oregon
$64K
FA
1952
Financial Advantage
Maryland
$63K
FCG
1953
Financial Connections Group
California
$62K
MAM
1954
Marquette Asset Management
Minnesota
$61K
LFG
1955
Larson Financial Group
Missouri
$59K
GIA
1956
Goodwin Investment Advisory
Georgia
$59K +$59K +316 New
PFA
1957
Professional Financial Advisors
Nebraska
$56K
WB
1958
West Bancorporation
Iowa
$56K
AWM
1959
AllSquare Wealth Management
New York
$56K +$24.5K +131 +78%
EARNEST Partners
1960
EARNEST Partners
Georgia
$55K
JPLA
1961
Joseph P. Lucia & Associates
New York
$54K +$54K +288 New
BCMLT
1962
Beacon Capital Management LLC (Tennessee)
Tennessee
$53K +$53K +282 New
HC
1963
Hoese & Co
Minnesota
$52K
IFAM
1964
Institutional & Family Asset Management
Colorado
$51K -$2.06K -11 -4%
HWMA
1965
Heritage Wealth Management (Arizona)
Arizona
$51K +$51K +274 New
MUMSS
1966
Mitsubishi UFJ Morgan Stanley Securities
Japan
$49K -$49K -260 -50%
CWM
1967
Cranbrook Wealth Management
Michigan
$48K
SWM
1968
Selective Wealth Management
Virginia
$47K +$47K +250 New
GCGDR
1969
Geo Capital Gestora de Recursos
Brazil
$46K
LAS
1970
Lloyd Advisory Services
Georgia
$46K +$3.34K +18 +8%
BAM
1971
Baldrige Asset Management
Pennsylvania
$45K
HNWAG
1972
High Net Worth Advisory Group
Florida
$43K
SIS
1973
Sound Income Strategies
Florida
$43K +$1.12K +6 +3%
AA
1974
Addison Advisors
Vermont
$43K +$32.3K +173 +304%
FP
1975
Financial Perspectives
Minnesota
$42.5K