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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 %
SBL
1076
Sargent Bickham Lagudis
Colorado
$910K
ACM
1077
Advisors Capital Management
New Jersey
$910K +$112K +682 +14%
MPM
1078
MBB Public Markets
Illinois
$910K +$910K +5,561 New
MCM
1079
Manchester Capital Management
Vermont
$904K +$16.5K +101 +2%
CMANY
1080
Capital Management Associates (New York)
New York
$903K -$135K -827 -13%
OPS
1081
Orion Portfolio Solutions
Nebraska
$900K +$33.9K +207 +4%
WA
1082
Wealth Alliance
New York
$899K +$11.3K +69 +1%
OR
1083
Olympiad Research
Connecticut
$898K +$387K +2,367 +76%
AIM
1084
Axiom Investment Management
New York
$897K +$645K +3,945 +256%
Walleye Capital
1085
Walleye Capital
New York
$896K +$896K +5,478 New
MGP
1086
Metis Global Partners
California
$895K +$895K +5,466 New
GSWM
1087
Golden State Wealth Management
California
$893K +$221K +1,348 +33%
SYBT
1088
Stock Yards Bank & Trust
Kentucky
$888K +$446K +2,728 +101%
BTWM
1089
Baker Tilly Wealth Management
Wisconsin
$886K +$27.7K +169 +3%
VWA
1090
V Wealth Advisors
Kansas
$885K +$7.03K +43 +0.8%
WMC
1091
Westwood Management Corporation
Illinois
$883K
TAM
1092
Trillium Asset Management
Massachusetts
$881K +$194K +1,184 +28%
RMC
1093
Resources Management Corp
Connecticut
$879K -$32.7K -200 -4%
FFM
1094
Forum Financial Management
Illinois
$875K +$875K +5,350 New
SRC
1095
Sage Rhino Capital
California
$872K -$112K -682 -11%
GRP
1096
Global Retirement Partners
California
$867K +$25.4K +155 +3%
LCM
1097
Lewis Capital Management
California
$867K +$867K +5,300 New
MG
1098
Mather Group
Illinois
$854K +$440K +2,690 +106%
DW
1099
Domani Wealth
Pennsylvania
$842K +$45.7K +279 +6%
Carson Wealth (CWM LLC)
1100
Carson Wealth (CWM LLC)
Nebraska
$840K +$840K +5,132 New