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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 %
HA
1501
HC Advisors
Georgia
$345K
TFA
1502
Toth Financial Advisory
Virginia
$345K +$164 +1 +0%
KMWM
1503
Keudell/Morrison Wealth Management
Oregon
$344K -$25.8K -158 -7%
PCM
1504
Parsons Capital Management
Rhode Island
$344K -$20.3K -124 -6%
CASB
1505
Cape Ann Savings Bank
Massachusetts
$344K
VCM
1506
Virtue Capital Management
Tennessee
$343K -$14.2K -87 -4%
DIM
1507
Delta Investment Management
California
$343K
QCM
1508
Quest Capital Management
Texas
$342K -$63.2K -386 -16%
BC
1509
Bridgefront Capital
Texas
$340K +$340K +2,079 New
AO
1510
Advisor OS
Illinois
$339K -$32.8K -201 -9%
AC
1511
ASB Consultores
Florida
$339K +$339K +2,075 New
FCFS
1512
First Command Financial Services
Texas
$337K
TWM
1513
Tradition Wealth Management
Minnesota
$337K +$655 +4 +0.2%
RCA
1514
Ranch Capital Advisors
Florida
$336K +$164 +1 +0%
HIA
1515
Harbor Investment Advisory
Maryland
$336K +$491 +3 +0.1%
KF
1516
Krilogy Financial
Missouri
$336K +$336K +2,052 New
CST
1517
Charles Schwab Trust
Nevada
$335K
GIM
1518
Greylin Investment Management
Virginia
$335K
OLA
1519
Oliver Luxxe Assets
New Jersey
$334K
VAFP
1520
Vahanian & Associates Financial Planning
New York
$334K +$334K +2,044 New
WPC
1521
Wedmont Private Capital
Pennsylvania
$333K +$333K +1,922 New
TCM
1522
Triumph Capital Management
Colorado
$333K +$333K +2,036 New
GVAG
1523
Great Valley Advisor Group
Delaware
$331K -$4.92K -30 -1%
WDG
1524
Wealth Dimensions Group
Ohio
$331K
ACI
1525
Alpha Cubed Investments
California
$330K -$27.8K -170 -8%