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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 %
SCA
1576
Snowden Capital Advisors
New York
$297K -$84.6K -519 -22%
KWA
1577
KCS Wealth Advisory
California
$297K -$1.64K -10 -0.5%
TA
1578
Trellis Advisors
Washington
$297K
FFA
1579
Founders Financial Alliance
North Carolina
$297K
HPWM
1580
Highland Private Wealth Management
Washington
$296K +$7.69K +47 +3%
NCM
1581
Northside Capital Management
Oregon
$295K
JDR
1582
Jay D. Rosenbaum
$295K +$295K +1,804 New
PIA
1583
Perennial Investment Advisors
California
$294K -$16.2K -99 -5%
CHC
1584
City Holding Co
West Virginia
$294K
SWA
1585
Stratos Wealth Advisors
Ohio
$293K +$16.2K +99 +6%
SS
1586
Sunbelt Securities
Texas
$293K +$293K +1,512 New
LWA
1587
Lineweaver Wealth Advisors
Ohio
$291K -$22.3K -136 -7%
FMBTD
1588
First Midwest Bank Trust Division
Illinois
$290K
HWA
1589
HHM Wealth Advisors
Tennessee
$290K
HWA
1590
HCR Wealth Advisors
California
$290K +$1.63K +10 +0.6%
FCA
1591
FinTrust Capital Advisors
South Carolina
$288K -$33.8K -207 -11%
W
1592
Wealthquest
Ohio
$288K -$7.02K -43 -2%
DBIA
1593
Dumont & Blake Investment Advisors
New Jersey
$288K
ZCI
1594
Zevenbergen Capital Investments
Washington
$288K
WFI
1595
West Family Investments
California
$287K -$69.9K -427 -20%
MAM
1596
Magellan Asset Management
Australia
$286K -$46.7K -286 -14%
MFG
1597
Merit Financial Group
Georgia
$286K -$37.8K -231 -12%
KLI
1598
Kelman-Lazarov Inc
Tennessee
$286K
KC
1599
Kenfarb & Co
Kentucky
$286K +$286K +1,750 New
IRC
1600
Investors Research Corp
Georgia
$283K +$2.46K +15 +0.9%