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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 %
IFO
1551
Independent Family Office
New York
$316K
MMC
1552
Mizuho Markets Cayman
Cayman Islands
$316K +$316K +1,931 New
WTB
1553
Washington Trust Bank
Washington
$315K
HFS
1554
Hantz Financial Services
Michigan
$314K -$76.3K -466 -20%
WCM
1555
Windsor Capital Management
Arizona
$310K +$163 +1 +0.1%
RWP
1556
Ridgecrest Wealth Partners
California
$310K +$24.5K +150 +9%
IAIM
1557
Industrial Alliance Investment Management
Quebec, Canada
$309K +$309K +1,891 New
CCA
1558
Childress Capital Advisors
Texas
$308K -$132K -804 -30%
VV
1559
Verity & Verity
South Carolina
$307K +$41K +250 +15%
BLC
1560
Brown, Lisle/Cummings
Rhode Island
$307K +$307K +1,875 New
FAIM
1561
Financial Advocates Investment Management
Washington
$306K -$27.1K -166 -8%
RF
1562
Resolute Financial
Massachusetts
$306K +$306K +1,868 New
ATPW
1563
Ashton Thomas Private Wealth
Arizona
$306K +$306K +1,869 New
CA
1564
Continuum Advisory
Idaho
$305K -$4.25K -26 -1%
WCM
1565
Washington Capital Management
Washington
$305K
CH
1566
Canton Hathaway
Rhode Island
$304K -$246K -1,500 -45%
TFS
1567
Thoroughbred Financial Services
Tennessee
$304K +$53K +325 +21%
SWA
1568
Sax Wealth Advisors
New Jersey
$304K +$304K +1,861 New
VWM
1569
Valley Wealth Managers
New Jersey
$303K
NA
1570
Nottingham Advisors
New York
$301K
SWM
1571
Stockman Wealth Management
Montana
$300K -$4.91K -30 -2%
BFPW
1572
BOK Financial Private Wealth
Colorado
$300K -$4.26K -26 -1%
WWM
1573
Wolff Wiese Magana
California
$300K +$1.97K +12 +0.7%
BCM
1574
BTC Capital Management
Iowa
$299K +$65.4K +400 +28%
BC
1575
Brookfield Corp
Ontario, Canada
$298K +$298K +1,821 New