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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 %
IPW
1801
IronBridge Private Wealth
Texas
$17K
WAS
1802
Winch Advisory Services
Wisconsin
$16K
JGIA
1803
Jackson Grant Investment Advisers
Connecticut
$15K
DWMG
1804
DB Wealth Management Group
California
$13K
FPS
1805
Fieldpoint Private Securities
Connecticut
$12K
OSNBOA
1806
Old Second National Bank of Aurora
Illinois
$11K
AFG
1807
Albion Financial Group
Utah
$11K +$11K +64 New
AW
1808
Alaethes Wealth
Nevada
$11K +$11K +65 New
EWA
1809
Evolution Wealth Advisors
Florida
$10K
PCH
1810
Polar Capital Holdings
United Kingdom
$9.64K +$2.32K +14,028 +32%
BBHC
1811
Brown Brothers Harriman & Co
New York
$8.19K -$55 -330 -0.7%
HFA
1812
HC Financial Advisors
California
$8K
ACA
1813
Atlas Capital Advisors
Wyoming
$7.93K +$7.93K +48 New
HCM
1814
Horrell Capital Management
Arkansas
$7K
GEA
1815
Glen Eagle Advisors
New Jersey
$6.28K
CWC
1816
Carolinas Wealth Consulting
North Carolina
$6K -$13.7K -87 -70%
MS
1817
Mizuho Securities
Japan
$6K -$308 -2 -5%
IRAG
1818
Investment Research & Advisory Group
Georgia
$6K +$6K +39 New
Optiver Holding
1819
Optiver Holding
Netherlands
$5K +$5K +32 New
AWM
1820
Atticus Wealth Management
Florida
$4K
MA
1821
Modus Advisors
Minnesota
$4K +$4K +23 New
CWA
1822
Carolina Wealth Advisors
South Carolina
$3K -$3.75K -20 -56%
FBT
1823
First Bank & Trust
South Dakota
$3K
HWM
1824
HighMark Wealth Management
Minnesota
$3K
MWA
1825
Moser Wealth Advisors
Washington
$3K