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American Express

1,863 hedge funds and large institutions have $156B invested in American Express in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 651 increasing their positions, 693 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,863
Holders Change
+27
Holders Change %
+1.47%
% of All Funds
32.72%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
0.91%
New
125
Increased
651
Reduced
693
Closed
75
Calls
$1.43B
Puts
$1.96B
Net Calls
-$528M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
1676
Close Asset Management
United Kingdom
$168K
LB
1677
Legacy Bridge
Iowa
$168K
MAWCM
1678
Mine & Arao Wealth Creation & Management
California
$168K
SC
1679
Sierra Capital
Florida
$166K
MGIM
1680
M&G Investment Management
United Kingdom
$165K +$11.1K +66,006 +7%
LPIC
1681
LeJeune Puetz Investment Counsel
Michigan
$153K +$153K +915 New
AIC
1682
Archer Investment Corporation
Indiana
$151K
WBC
1683
West Branch Capital
Massachusetts
$148K
CMBA
1684
C.M. Bidwell & Associates
Hawaii
$146K +$3.19K +19 +2%
LWM
1685
Liberty Wealth Management
California
$145K -$197K -1,170 -58%
PWMG
1686
Prestige Wealth Management Group
New Jersey
$145K
BA
1687
Bellwether Advisors
Nebraska
$145K
LWA
1688
Lenox Wealth Advisors
New York
$145K +$26.2K +156 +22%
WLPWM
1689
Walled Lake Planning & Wealth Management
Illinois
$144K +$33.7K +201 +31%
Q
1690
QVR
California
$144K +$69.7K +417 +94%
FFA
1691
Freedman Financial Associates
Massachusetts
$142K
T
1692
TOBAM
France
$141K +$62.6K +374 +80%
BWM
1693
BerganKDV Wealth Management
Minnesota
$137K +$16K +95 +13%
ODG
1694
O'Dell Group
Ohio
$136K -$135K -806 -50%
AA
1695
Ancora Advisors
Ohio
$134K
HIIFS
1696
Harel Insurance Investments & Financial Services
Israel
$133K -$991K -5,918 -88%
FFC
1697
First Financial Corp
Indiana
$133K
PMFA
1698
Plante Moran Financial Advisors
Michigan
$133K +$24.8K +148 +23%
MWM
1699
Mascoma Wealth Management
New Hampshire
$132K +$132K +785 New
EWM
1700
Endurance Wealth Management
Rhode Island
$130K