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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 %
WBC
1801
West Branch Capital
Massachusetts
$145K
PWMG
1802
Prestige Wealth Management Group
New Jersey
$141K
BA
1803
Bellwether Advisors
Nebraska
$141K
FFA
1804
Freedman Financial Associates
Massachusetts
$139K
HIIFS
1805
Harel Insurance Investments & Financial Services
Israel
$139K +$9.01K +55 +7%
Marshall Wace
1806
Marshall Wace
United Kingdom
$136K -$9.48M -57,552 -99%
ODG
1807
O'Dell Group
Ohio
$133K +$328 +2 +0.2%
AA
1808
Ancora Advisors
Ohio
$133K +$2.62K +16 +2%
WWM
1809
Wagner Wealth Management
South Carolina
$133K +$24.8K +152 +23%
FFC
1810
First Financial Corp
Indiana
$130K
MWM
1811
Mascoma Wealth Management
New Hampshire
$128K
BWL
1812
Bogart Wealth LLC
Virginia
$125K -$1.47K -9 -1%
SFM
1813
Signet Financial Management
New Jersey
$123K +$123K +753 New
AIC
1814
Archer Investment Corporation
Indiana
$123K -$24.5K -150 -17%
KFS
1815
Kelly Financial Services
Massachusetts
$122K +$2.95K +18 +2%
FCT
1816
First Community Trust
Iowa
$122K +$122K +747 New
VCM
1817
Versant Capital Management
Arizona
$121K
TCWM
1818
Total Clarity Wealth Management
Illinois
$120K +$15.3K +94 +15%
EWM
1819
Endurance Wealth Management
Rhode Island
$119K -$8.21K -50 -6%
JFGIW
1820
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K -$77.5K -473 -40%
BWM
1821
BerganKDV Wealth Management
Minnesota
$118K -$15.7K -96 -12%
BFG
1822
Baron Financial Group
New Jersey
$118K
GAM
1823
Gemmer Asset Management
California
$117K +$3.28K +20 +3%
BG
1824
Bollard Group
Massachusetts
$115K +$328 +2 +0.3%
FMTCOCP
1825
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$113K