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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 %
PFA
1776
Professional Financial Advisors
Nebraska
$50K
CWM
1777
Cranbrook Wealth Management
Michigan
$50K +$4.67K +28 +10%
EARNEST Partners
1778
EARNEST Partners
Georgia
$49K
JPLA
1779
Joseph P. Lucia & Associates
New York
$48K -$1.83K -11 -4%
CMA
1780
Cedar Mountain Advisors
Oregon
$48K
AFS
1781
Annapolis Financial Services
Maryland
$45K
TAIM
1782
TD Ameritrade Investment Management
Nebraska
$45K +$45K +449 New
GWSG
1783
GPS Wealth Strategies Group
Colorado
$43K +$10.1K +60 +31%
DOA
1784
D'Orazio & Associates
Virginia
$43K +$43K +257 New
CCA
1785
Column Capital Advisors
Indiana
$42K -$4.05K -24 -9%
KIG
1786
Kowal Investment Group
Wisconsin
$42K +$42K +248 New
BAM
1787
Baldrige Asset Management
Pennsylvania
$40K
LAS
1788
Lloyd Advisory Services
Georgia
$39K +$10.7K +63 +38%
FP
1789
Financial Perspectives
Minnesota
$38K
CA
1790
Crewe Advisors
Utah
$38K
SIS
1791
Sound Income Strategies
Florida
$38K
RIM
1792
Rockbridge Investment Management
New York
$37K -$3.5K -21 -9%
CWA
1793
Clearview Wealth Advisors
Oregon
$37K +$165 +1 +0.4%
GCGDR
1794
Geo Capital Gestora de Recursos
Brazil
$36K
SIM
1795
Sonora Investment Management
Arizona
$35K -$17.4K -103 -33%
FPFS
1796
First Personal Financial Services
North Carolina
$34K -$8.5K -50 -20%
CPA
1797
Cowen Prime Advisors
New York
$34K
HI
1798
Hudock Inc
Pennsylvania
$34K
YAL
1799
Your Advocates Ltd
Texas
$34K
HC
1800
Hoese & Co
Minnesota
$34K