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American Express

1,988 hedge funds and large institutions have $105B invested in American Express in 2021 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 683 increasing their positions, 685 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+125
Holders Change %
+6.71%
% of All Funds
30.7%
Holding in Top 10
31
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-40.38%
% of All Funds
0.48%
New
254
Increased
683
Reduced
685
Closed
100
Calls
$1.07B
Puts
$2.09B
Net Calls
-$1.02B
Net Calls Change
-$494M
Name Holding Trade Value Shares
Change
Shares
Change %
EBA
1776
Eagle Bay Advisors
New York
$201K -$47K -287 -19%
EWA
1777
Encompass Wealth Advisors
Oregon
$201K +$201K +1,230 New
JWA
1778
JFS Wealth Advisors
Pennsylvania
$196K +$9.49K +58 +5%
VNA
1779
Valley National Advisers
Pennsylvania
$192K +$3.61K +22 +2%
AAP
1780
Arax Advisory Partners
Colorado
$192K +$6.05K +37 +3%
SOW
1781
State of Wyoming
Wyoming
$190K -$1.31K -8 -0.7%
CB
1782
CNB Bank
Pennsylvania
$190K
T
1783
TOBAM
France
$187K +$49.1K +300 +36%
CFO
1784
CVA Family Office
Colorado
$186K +$149K +915 +408%
BHWM
1785
Beaird Harris Wealth Management
Texas
$180K +$180K +1,102 New
NSB
1786
Norway Savings Bank
Maine
$176K -$3.27K -20 -2%
FPS
1787
Fieldpoint Private Securities
Connecticut
$175K +$160K +977 +1,074%
TC
1788
Truvestments Capital
Florida
$173K +$164 +1 +0.1%
KFI
1789
Key Financial Inc
Pennsylvania
$170K
BEI
1790
Benjamin Edwards Inc
Missouri
$169K +$54.4K +332 +47%
GFPC
1791
Global Financial Private Client
Florida
$166K
FMP
1792
Financial Management Professionals
Texas
$164K -$2.13K -13 -1%
LB
1793
Legacy Bridge
Iowa
$164K
CAM
1794
Close Asset Management
United Kingdom
$164K
MAWCM
1795
Mine & Arao Wealth Creation & Management
California
$164K
CA
1796
Crewe Advisors
Utah
$160K +$123K +750 +332%
GTAM
1797
Global Trust Asset Management
Florida
$157K -$80K -489 -34%
S
1798
Surevest
California
$153K +$153K +933 New
LPIC
1799
LeJeune Puetz Investment Counsel
Michigan
$150K
LWA
1800
Lenox Wealth Advisors
New York
$146K +$4.74K +29 +3%