AXP icon

American Express

1,714 hedge funds and large institutions have $82.6B invested in American Express in 2020 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 545 increasing their positions, 667 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+158
Holders Change %
+10.15%
% of All Funds
30.41%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.69%
New
252
Increased
545
Reduced
667
Closed
74
Calls
$1.07B
Puts
$1.69B
Net Calls
-$613M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1651
Rockbridge Investment Management
New York
$24K
CPA
1652
Cowen Prime Advisors
New York
$24K
JFGIW
1653
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K +$11.9K +100 +99%
LAS
1654
Lloyd Advisory Services
Georgia
$23K -$12.6K -103 -35%
RWG
1655
Regal Wealth Group
California
$23K
SIAG
1656
Safeguard Investment Advisory Group
California
$23K +$23K +190 New
AWM
1657
AllSquare Wealth Management
New York
$22K -$16.6K -139 -43%
VCG
1658
Vantage Consulting Group
Virginia
$22K +$22K +178 New
SFP
1659
Sterling Financial Planning
New Jersey
$22K +$22K +180 New
AWMS
1660
Advocacy Wealth Management Services
Georgia
$21K -$6K -50 -22%
POIA
1661
Pin Oak Investment Advisors
Texas
$21K +$11K +93 +111%
RTC
1662
Riverview Trust Company
Washington
$20K
MWP
1663
Meridian Wealth Partners
Pennsylvania
$20K +$20K +162 New
EA
1664
Elm Advisors
California
$20K +$20K +165 New
D
1665
Diversified
Delaware
$19K +$19K +186 New
GC
1666
Grace Capital
Massachusetts
$18K
IFA
1667
Interactive Financial Advisors
Illinois
$18K +$18K +150 New
BWL
1668
Bogart Wealth LLC
Virginia
$17K
CWC
1669
Carolinas Wealth Consulting
North Carolina
$16K -$2.75K -22 -15%
SWM
1670
Sugarloaf Wealth Management
Georgia
$16K +$1.19K +10 +8%
FHA
1671
First Horizon Advisors
Tennessee
$15K -$4.73K -41 -24%
AFIA
1672
America First Investment Advisors
Nebraska
$15K
SGAM
1673
Smith Group Asset Management
Texas
$14K
GCGDR
1674
Geo Capital Gestora de Recursos
Brazil
$13K -$8.83M -73,347 -100%
SSWG
1675
Seven Springs Wealth Group
Tennessee
$13K