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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 %
AWM
1601
Accel Wealth Management
Iowa
$283K +$98.3K +601 +53%
TIA
1602
Traphagen Investment Advisors
New Jersey
$283K
SFFS
1603
Stonehage Fleming Financial Services
Jersey
$282K
KJHP
1604
K.J. Harrison & Partners
Ontario, Canada
$282K +$22.9K +140 +9%
ATC
1605
Adirondack Trust Company
New York
$280K -$3.28K -20 -1%
FM
1606
Foster & Motley
Ohio
$279K +$9.8K +60 +4%
NRW
1607
Nova R Wealth
Kansas
$279K +$279K +1,708 New
SIAP
1608
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$278K +$32.7K +200 +13%
FA
1609
Fagan Associates
New York
$278K +$39.2K +240 +16%
JA
1610
JLB & Associates
Michigan
$278K +$278K +1,704 New
SN
1611
Sittner & Nelson
Oregon
$276K +$327 +2 +0.1%
APG
1612
Abacus Planning Group
South Carolina
$275K +$32.5K +199 +13%
OA
1613
Oxbow Advisors
Texas
$275K +$46.4K +283 +20%
BOM
1614
Bank of Marin
California
$274K
GKWIM
1615
Gerber Kawasaki Wealth & Investment Management
California
$274K +$62.8K +384 +30%
PP
1616
PDS Planning
Ohio
$273K -$4.75K -29 -2%
CL
1617
CPWM LLC
Washington
$273K
LNWTC
1618
Laird Norton Wetherby Trust Company
Washington
$273K
1WA
1619
180 Wealth Advisors
Washington
$272K -$1.59K -10 -0.6%
BG
1620
Bahl & Gaynor
Ohio
$272K
BCM
1621
Blume Capital Management
California
$272K
LC
1622
LCNB Corp
Ohio
$272K +$13.9K +85 +5%
PC
1623
Port Capital
Illinois
$272K +$60.2K +368 +28%
Members Trust
1624
Members Trust
Florida
$271K
FPW
1625
Flagship Private Wealth
Massachusetts
$271K