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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 %
HFM
1276
Hartford Financial Management
Connecticut
$556K +$5.57K +34 +1%
FFA
1277
First Foundation Advisors
California
$555K +$12.1K +74 +2%
HCM
1278
Hall Capital Management
Rhode Island
$550K -$36.7K -224 -6%
FW
1279
FirstPurpose Wealth
Utah
$550K +$550K +3,360 New
RP
1280
Riverbridge Partners
Minnesota
$548K
APC
1281
Aspire Private Capital
North Carolina
$548K +$57.4K +351 +12%
SCM
1282
Stonebridge Capital Management
California
$546K -$81.7K -500 -13%
AIM
1283
Aspen Investment Management
Michigan
$546K -$40.9K -250 -7%
IIA
1284
IPG Investment Advisors
California
$544K -$1.08M -6,608 -67%
ACM
1285
Antonetti Capital Management
Florida
$540K
SAM
1286
SignalPoint Asset Management
Missouri
$539K -$22.7K -139 -4%
BCM
1287
BTR Capital Management
California
$539K
PO
1288
Private Ocean
California
$539K +$35.5K +217 +7%
IC
1289
Intersect Capital
California
$538K -$173K -1,055 -24%
GWMIA
1290
Global Wealth Management Investment Advisory
Florida
$537K
CBT
1291
Central Bank & Trust
Kentucky
$537K
IWM
1292
IHT Wealth Management
Illinois
$535K +$3.6K +22 +0.7%
PFGIA
1293
Patriot Financial Group Insurance Agency
Massachusetts
$535K +$59.7K +365 +13%
QPWM
1294
Quadrant Private Wealth Management
Pennsylvania
$534K +$70.5K +431 +15%
QT
1295
Quantamental Technologies
New York
$534K +$293K +1,787 +121%
AC
1296
Abbrea Capital
California
$532K +$58K +355 +12%
AG
1297
AIA Group
Hong Kong
$531K +$95.6K +585 +22%
ITIM
1298
Indiana Trust & Investment Management
Indiana
$530K
WKSWA
1299
White Knight Strategic Wealth Advisors
New Jersey
$530K +$530K +3,238 New
CYG
1300
Clean Yield Group
Vermont
$529K