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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 %
JAM
1701
JCIC Asset Management
Ontario, Canada
$99K
OCM
1702
Orion Capital Management
California
$99K
CP
1703
Castleview Partners
Texas
$98K +$98K +592 New
FA
1704
Fortis Advisors
Pennsylvania
$97K +$96.8K +587 +58,700%
LWP
1705
Lumature Wealth Partners
Georgia
$96K
DAC
1706
Dividend Assets Capital
South Carolina
$93K -$24.7K -150 -21%
WCMN
1707
Westchester Capital Management (Nebraska)
Nebraska
$93K
PWM
1708
Prentice Wealth Management
New York
$93K
FMII
1709
Farmers & Merchants Investments Inc
Nebraska
$93K +$11.7K +71 +14%
EFSCE
1710
Enterprise Financial Services Corp (EFSC)
Missouri
$91K +$1.5K +9 +2%
WQ
1711
Wealth Quarterback
New Jersey
$90K +$90K +543 New
RAM
1712
Riggs Asset Management
Pennsylvania
$87K
AA
1713
AlphaMark Advisors
Kentucky
$86K
FF
1714
FourThought Financial
Florida
$83K -$493 -3 -0.6%
SA
1715
SRH Advisors
Kansas
$83K
PP
1716
PrairieView Partners
Minnesota
$83K
PAI
1717
Pittenger & Anderson Inc
Nebraska
$83K
BWM
1718
Baystate Wealth Management
Massachusetts
$83K +$165 +1 +0.2%
COCM
1719
Charter Oak Capital Management
New Hampshire
$82K +$21.5K +130 +36%
TF
1720
TimeScale Financial
Massachusetts
$81K -$9.57K -58 -11%
WWM
1721
Wagner Wealth Management
South Carolina
$79K +$70.8K +430 +860%
GGI
1722
Godsey & Gibb Inc
Virginia
$79K +$79K +480 New
CHA
1723
Carmichael Hill & Associates
Maryland
$77K -$660 -4 -0.8%
T
1724
TOBAM
France
$77K
PCFFS
1725
Pacific Center for Financial Services
California
$77K