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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 %
PCTC
2001
Perkins Coie Trust Company
Washington
$28K +$28K +150 New
BBPWM
2002
Blue Bell Private Wealth Management
Pennsylvania
$27K +$24.2K +131 +873%
SWM
2003
Sugarloaf Wealth Management
Georgia
$26K
SCA
2004
Stuart Chaussee & Associates
California
$25K
FGAM
2005
Financial Gravity Asset Management
Texas
$24.8K +$9.95K +3,075 +67%
BA
2006
Bivin & Associates
Oklahoma
$24K -$28K -147 -54%
CWM
2007
Curi Wealth Management
North Carolina
$23K +$22.6K +122 +6,100%
CIM
2008
Contravisory Investment Management
Massachusetts
$22K
AFIA
2009
America First Investment Advisors
Nebraska
$22K
BCA
2010
Bray Capital Advisors
Florida
$20K
LFA
2011
Level Financial Advisors
New York
$20K
HIM
2012
Hillsdale Investment Management
Ontario, Canada
$19K -$33.9K -180 -64%
IHWM
2013
Iron Horse Wealth Management
Iowa
$19K
CAGAS
2014
Capital Advisory Group Advisory Services
Minnesota
$19K +$19K +100 New
POIA
2015
Pin Oak Investment Advisors
Texas
$17K
CI
2016
Cordant Inc
Oregon
$17K +$17K +92 New
DWMG
2017
DB Wealth Management Group
California
$15K
WAS
2018
Winch Advisory Services
Wisconsin
$14K -$4.48K -24 -24%
OSNBOA
2019
Old Second National Bank of Aurora
Illinois
$13K
CP
2020
Corbenic Partners
Pennsylvania
$12K
AW
2021
Alaethes Wealth
Nevada
$12K
JWM
2022
Janiczek Wealth Management
Colorado
$11K +$5.59K +31 +103%
ARIS
2023
Advanced Research Investment Solutions
California
$11K +$11K +58 New
PPWM
2024
PFG Private Wealth Management
Florida
$10K
AWM
2025
Activest Wealth Management
Florida
$10K