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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 %
SWM
1326
Scissortail Wealth Management
Oklahoma
$491K +$491K +3,000 New
LWMM
1327
Legacy Wealth Management (Mississippi)
Mississippi
$491K
PHAM
1328
Palisades Hudson Asset Management
Florida
$490K
HA
1329
Herold Advisors
New York
$490K
FHA
1330
First Horizon Advisors
Tennessee
$486K +$94.2K +578 +24%
EFL
1331
ERn Financial LLC
Wisconsin
$483K
TLCM
1332
Twin Lakes Capital Management
California
$481K +$491 +3 +0.1%
IAIM
1333
International Assets Investment Management
Florida
$481K +$51K +312 +12%
CWM
1334
Cornerstone Wealth Management
Missouri
$479K +$42.2K +257 +10%
6F
1335
626 Financial
Michigan
$477K +$477K +2,916 New
UAS
1336
United Asset Strategies
New York
$476K +$476K +2,908 New
SWMP
1337
Signature Wealth Management Partners
New Jersey
$474K
SFG
1338
Summit Financial Group
West Virginia
$473K +$40.8K +250 +9%
DMBA
1339
Deseret Mutual Benefit Administrators
Utah
$472K -$26.6K -163 -5%
CIC
1340
Carnegie Investment Counsel
Ohio
$471K +$173K +1,057 +58%
MGI
1341
MayTech Global Investments
New York
$469K
PTB
1342
Pioneer Trust Bank
Oregon
$468K -$5.73K -35 -1%
PL
1343
Plancorp LLC
Missouri
$468K -$2.29K -14 -0.5%
DI
1344
DFPG Investments
Utah
$467K +$467K +2,905 New
ME
1345
McIlrath & Eck
Washington
$466K
GFG
1346
Greystone Financial Group
Michigan
$465K +$52K +318 +13%
BST
1347
Bath Savings Trust
Maine
$463K
WIM
1348
Wittenberg Investment Management
Massachusetts
$460K -$65.5K -400 -12%
BHB
1349
Bank Hapoalim BM
Israel
$460K
TYCC
1350
Texas Yale Capital Corp
Florida
$460K +$19.6K +120 +4%