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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 %
DI
2026
Disciplined Investments
Oklahoma
$10K +$9.02K +46 +920%
GKIM
2027
GW&K Investment Management
Massachusetts
$10K +$10K +51 New
ACM
2028
Antonetti Capital Management
Florida
$9K -$585K -3,250 -98%
RG
2029
Retirement Group
California
$9K
DBG
2030
De Burlo Group
Massachusetts
$8.42K +$8.42K +45 New
HCM
2031
Horrell Capital Management
Arkansas
$8K
TFGT
2032
TS Financial Group (TSFG)
Illinois
$8K
LS
2033
Leelyn Smith
Illinois
$8K +$8K +45 New
CWC
2034
Carolinas Wealth Consulting
North Carolina
$7K -$389 -2 -5%
MS
2035
Mizuho Securities
Japan
$7K
HF
2036
Halpern Financial
Virginia
$6.73K -$18.7K -100 -74%
Credit Agricole
2037
Credit Agricole
France
$6K -$4.73M -25,212 -100%
GCM
2038
Gables Capital Management
Florida
$6K +$6K +30 New
Loomis, Sayles & Company
2039
Loomis, Sayles & Company
Massachusetts
$5K +$5K +28 New
BWP
2040
Baldwin Wealth Partners
Massachusetts
$5K +$5K +28 New
IWP
2041
IAG Wealth Partners
Wisconsin
$5K +$5K +29 New
JIR
2042
James Investment Research
Ohio
$4K -$200 -1 -5%
LWA
2043
Lowe Wealth Advisors
Maryland
$4K
FBT
2044
First Bank & Trust
South Dakota
$4K
CCMIC
2045
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$4K +$4K +20 New
SIC
2046
SJS Investment Consulting
Ohio
$4K +$4K +22 New
SAM
2047
Strategic Asset Management
Minnesota
$3K -$9.4K -47 -76%
SFCL
2048
Strengthening Families & Communities LLC
Massachusetts
$3K
FWM
2049
Focused Wealth Management
New York
$3K
CWA
2050
Carolina Wealth Advisors
South Carolina
$3K