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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 %
FNBT
926
FineMark National Bank & Trust
Florida
$1.37M -$45.3K -277 -3%
VI
927
Vestcor Inc
New Brunswick, Canada
$1.36M -$283K -1,730 -17%
ANB
928
Amarillo National Bank
Texas
$1.36M
GC
929
Grimes & Company
Massachusetts
$1.36M -$81.1K -496 -6%
AAM
930
Auxier Asset Management
Oregon
$1.36M -$1.64K -10 -0.1%
RMAM
931
Raab & Moskowitz Asset Management
New Jersey
$1.36M +$41.7K +255 +3%
OWP
932
Obermeyer Wealth Partners
Colorado
$1.34M -$77.4K -473 -5%
EW
933
Evoke Wealth
California
$1.34M -$44.5K -272 -3%
KS
934
Karpas Strategies
Connecticut
$1.34M +$36.8K +225 +3%
CWM
935
C2C Wealth Management
Arizona
$1.34M +$1.34M +8,170 New
EB
936
Eastern Bank
Massachusetts
$1.34M +$834K +5,101 +167%
TIM
937
Triad Investment Management
California
$1.33M +$1.33M +8,138 New
KW
938
KWB Wealth
California
$1.32M +$1.8K +11 +0.1%
CAG
939
Csenge Advisory Group
Florida
$1.32M -$1.17K -7 -0.1%
WKWM
940
Walter & Keenan Wealth Management
Indiana
$1.32M -$196K -1,200 -13%
MSAM
941
Moloney Securities Asset Management
Missouri
$1.32M +$11.6K +71 +0.9%
DWM
942
Dakota Wealth Management
Florida
$1.31M -$21.6K -132 -2%
PCS
943
Personal CFO Solutions
New Jersey
$1.3M +$464K +2,837 +56%
WSC
944
Wellington Shields & Co
New York
$1.3M +$5.73K +35 +0.4%
IAMOG
945
Investors Asset Management of Georgia
Georgia
$1.29M +$54.8K +335 +4%
IWS
946
Insight Wealth Strategies
California
$1.28M +$192K +1,172 +18%
ST
947
Smithfield Trust
Pennsylvania
$1.28M
IA
948
Insight Advisors
Pennsylvania
$1.28M +$16.4K +100 +1%
BIC
949
Beach Investment Counsel
Pennsylvania
$1.27M
AWA
950
Arete Wealth Advisors
Illinois
$1.26M +$18.6K +111 +1%