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American Express

1,836 hedge funds and large institutions have $157B invested in American Express in 2021 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 612 increasing their positions, 687 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,836
Holders Change
+65
Holders Change %
+3.67%
% of All Funds
32.05%
Holding in Top 10
58
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+28.89%
% of All Funds
1.01%
New
155
Increased
612
Reduced
687
Closed
73
Calls
$877M
Puts
$1.51B
Net Calls
-$632M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Shares
Change %
PGA
1626
Portland Global Advisors
Maine
$204K +$204K +1,237 New
GCP
1627
GSA Capital Partners
United Kingdom
$203K -$73.6K -445 -27%
MCM
1628
MV Capital Management
Maryland
$203K +$14.5K +88 +8%
ZB
1629
Zions Bancorporation
Utah
$203K +$43.2K +261 +27%
FCM
1630
Firestone Capital Management
Florida
$201K
LFA
1631
Legacy Financial Advisors
Kentucky
$201K +$201K +1,215 New
WMP
1632
Wealth Management Partners
Arizona
$201K +$201K +1,216 New
CB
1633
CNB Bank
Pennsylvania
$198K -$16.2K -98 -8%
TFM
1634
TFC Financial Management
Massachusetts
$197K -$3.8K -23 -2%
PI
1635
PineBridge Investments
New York
$196K +$9.76K +59 +5%
CFO
1636
CVA Family Office
Colorado
$195K +$86K +520 +79%
HDIM
1637
Hanson & Doremus Investment Management
Vermont
$193K -$87.3K -871 -31%
CWP
1638
Concord Wealth Partners
Virginia
$193K -$15.1K -91 -7%
VNA
1639
Valley National Advisers
Pennsylvania
$190K
CF
1640
Centaurus Financial
California
$190K +$22.3K +135 +13%
APWA
1641
Atlas Private Wealth Advisors
New Jersey
$179K +$10.7K +65 +6%
TC
1642
Truvestments Capital
Florida
$174K -$149K -905 -46%
KFI
1643
Key Financial Inc
Pennsylvania
$174K
MHR
1644
Matthew Hamilton Rosenberg
$170K
GFPC
1645
Global Financial Private Client
Florida
$169K
AssetMark Inc
1646
AssetMark Inc
California
$169K +$17.4K +105 +11%
WP
1647
WealthShield Partners
North Carolina
$166K +$8.84K +31 +6%
FGAM
1648
Financial Gravity Asset Management
Texas
$165K -$16.1K -8 -9%
LB
1649
Legacy Bridge
Iowa
$165K
CAM
1650
Close Asset Management
United Kingdom
$165K