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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 %
SCA
1851
Sandy Cove Advisors
Massachusetts
$85K +$85K +517 New
DHGWA
1852
Dixon Hughes Goodman Wealth Advisors
North Carolina
$85K +$85K +522 New
BWM
1853
Baystate Wealth Management
Massachusetts
$84K -$1.32K -8 -2%
PAI
1854
Pittenger & Anderson Inc
Nebraska
$82K
SA
1855
SRH Advisors
Kansas
$82K
PP
1856
PrairieView Partners
Minnesota
$82K
TF
1857
TimeScale Financial
Massachusetts
$81K +$164 +1 +0.2%
JAM
1858
JCIC Asset Management
Ontario, Canada
$79K
AA
1859
AlphaMark Advisors
Kentucky
$77K -$8.23K -50 -10%
HFM
1860
Harvest Fund Management
China
$77K
PCFFS
1861
Pacific Center for Financial Services
California
$76K
CSWM
1862
Cassady Schiller Wealth Management
Ohio
$76K +$76K +462 New
SCM
1863
Sirios Capital Management
Massachusetts
$75K
WPA
1864
West Paces Advisors
Georgia
$74.4K +$2.95K +18 +4%
PB
1865
Pinnacle Bancorp
Nebraska
$72K -$13.1K -80 -15%
CFG
1866
CKW Financial Group
Hawaii
$70K -$50.8K -290 -42%
IAG
1867
Investmark Advisory Group
Connecticut
$67K +$67K +413 New
NFSG
1868
Newbridge Financial Services Group
Florida
$66K +$32.9K +200 +100%
WIM
1869
Westside Investment Management
California
$65.5K
BCFD
1870
Boit C.F. David
$65K
FMB
1871
Field & Main Bank
Kentucky
$65K
GG
1872
Gleason Group
Kentucky
$65K +$165 +1 +0.3%
EWM
1873
Edge Wealth Management
New York
$63K +$163 +1 +0.3%
EWA
1874
EverSource Wealth Advisors
Alabama
$63K +$63K +384 New
IWMWV
1875
Ironwood Wealth Management (West Virginia)
West Virginia
$62K