AXP icon

American Express

1,988 hedge funds and large institutions have $105B invested in American Express in 2021 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 683 increasing their positions, 685 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+125
Holders Change %
+6.71%
% of All Funds
30.7%
Holding in Top 10
31
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-40.38%
% of All Funds
0.48%
New
254
Increased
683
Reduced
685
Closed
100
Calls
$1.07B
Puts
$2.09B
Net Calls
-$1.02B
Net Calls Change
-$494M
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
851
Atlas Capital Advisors
Wyoming
$1.67M +$1.66M +10,171 +21,190%
HG
852
Herbst Group
Connecticut
$1.67M +$1.67M +10,200 New
FTDI
853
First Trust Direct Indexing
Massachusetts
$1.66M -$4.25K -26 -0.3%
IFWM
854
Institute for Wealth Management
Colorado
$1.66M -$14.1K -86 -0.8%
EFS
855
Essex Financial Services
Connecticut
$1.65M +$6.87K +42 +0.4%
RIL
856
Rothschild Investment LLC
Illinois
$1.64M -$44.2K -270 -3%
CDH
857
Charles D. Hyman
$1.64M
EF
858
Empirical Finance
Pennsylvania
$1.64M +$274K +1,677 +20%
MPWT
859
MassMutual Private Wealth & Trust
Connecticut
$1.64M -$32.9K -201 -2%
BP
860
Ballentine Partners
Massachusetts
$1.63M -$52.5K -321 -3%
SJIM
861
St. Johns Investment Management
Florida
$1.63M +$3.76K +23 +0.2%
CC
862
Chicago Capital
Illinois
$1.63M
MCM
863
McMillion Capital Management
North Carolina
$1.62M -$98.2K -600 -6%
KC
864
Knuff & Co
California
$1.61M
EAM
865
EFG Asset Management
Oregon
$1.61M +$1.61M +9,838 New
JWCA
866
J.W. Coons Advisors
Ohio
$1.61M +$77.5K +474 +5%
BA
867
Birinyi Associates
Connecticut
$1.6M +$859K +5,250 +116%
CSPIA
868
Cary Street Partners Investment Advisory
Virginia
$1.6M +$460K +2,809 +40%
MC
869
Moors & Cabot
Massachusetts
$1.59M +$103K +632 +7%
MSE
870
MUFG Securities EMEA
United Kingdom
$1.59M +$1.59M +9,700 New
LCM
871
Linker Capital Management
Kentucky
$1.58M +$1.58M +9,650 New
ISL
872
Ingalls & Snyder LLC
New York
$1.58M -$2.78K -17 -0.2%
SIA
873
SkyView Investment Advisors
New Jersey
$1.56M +$1.14M +12,929 +273%
SC
874
Savant Capital
Illinois
$1.55M +$58.4K +357 +4%
FA
875
FDx Advisors
Illinois
$1.55M +$205K +1,256 +15%