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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 %
NFSG
1776
Newbridge Financial Services Group
Florida
$33K +$16.4K +100 +99%
HC
1777
Hoese & Co
Minnesota
$33K +$33K +200 New
GWSG
1778
GPS Wealth Strategies Group
Colorado
$32K
LFG
1779
Larson Financial Group
Missouri
$32K
RA
1780
Resolute Advisors
California
$31K
FPB
1781
First PREMIER Bank
South Dakota
$30K -$16.7K -100 -36%
SFP
1782
Sterling Financial Planning
New Jersey
$30K
POIA
1783
Pin Oak Investment Advisors
Texas
$29K
RTC
1784
Riverview Trust Company
Washington
$28K
LAS
1785
Lloyd Advisory Services
Georgia
$28K
FFG
1786
Ford Financial Group
California
$28K +$28K +174 New
IFA
1787
Interactive Financial Advisors
Illinois
$25K
TCWA
1788
Ten Capital Wealth Advisors
Washington
$24K
SWM
1789
Sugarloaf Wealth Management
Georgia
$22K
SCA
1790
Stuart Chaussee & Associates
California
$22K
AWMS
1791
Advocacy Wealth Management Services
Georgia
$20K -$8.23K -51 -29%
AFIA
1792
America First Investment Advisors
Nebraska
$20K
HWM
1793
Holloway Wealth Management
Florida
$20K
GTAM
1794
Global Trust Asset Management
Florida
$20K +$20K +123 New
SGAM
1795
Smith Group Asset Management
Texas
$19K -$3.83K -23 -17%
AWM
1796
Activest Wealth Management
Florida
$18K +$8.49K +50 +89%
TC
1797
Tacita Capital
Ontario, Canada
$17K -$96.1K -565 -85%
CP
1798
Corbenic Partners
Pennsylvania
$17K
IHWM
1799
Iron Horse Wealth Management
Iowa
$17K
IPW
1800
IronBridge Private Wealth
Texas
$17K