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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 %
HCM
1876
Highlander Capital Management
New Jersey
$61K -$61K -375 -50%
CFD
1877
Creative Financial Designs
Indiana
$61K
LF
1878
Lee Financial
Texas
$60K -$16.4K -100 -21%
TC
1879
Tacita Capital
Ontario, Canada
$59K +$42.6K +260 +260%
ONST
1880
Old North State Trust
North Carolina
$58K +$56.4K +345 +3,450%
EPM
1881
Equitec Proprietary Markets
Illinois
$58K +$58K +355 New
NIC
1882
Northwest Investment Counselors
Oregon
$56K +$56K +341 New
FA
1883
Financial Advantage
Maryland
$55K
FCG
1884
Financial Connections Group
California
$54K +$54K +334 New
RCG
1885
Rock Creek Group
District of Columbia
$53K -$10K -61 -16%
MAM
1886
Marquette Asset Management
Minnesota
$53K
1832 Asset Management
1887
1832 Asset Management
Ontario, Canada
$52K -$690K -4,208 -93%
LFG
1888
Larson Financial Group
Missouri
$52K +$165 +1 +0.3%
C
1889
Covestor
United Kingdom
$51K +$51K +308 New
PFA
1890
Professional Financial Advisors
Nebraska
$49K
BAM
1891
Bellevue Asset Management
Washington
$49K
WB
1892
West Bancorporation
Iowa
$49K +$49K +300 New
EARNEST Partners
1893
EARNEST Partners
Georgia
$48K
IFAM
1894
Institutional & Family Asset Management
Colorado
$46K -$54.9K -338 -54%
HIM
1895
Hillsdale Investment Management
Ontario, Canada
$46K -$53.9K -329 -54%
HC
1896
Hoese & Co
Minnesota
$46K +$13.1K +80 +40%
BA
1897
Bivin & Associates
Oklahoma
$45K +$45K +273 New
CFRPA
1898
Castle Financial & Retirement Planning Associates
New Jersey
$43K +$43K +220 New
CWM
1899
Cranbrook Wealth Management
Michigan
$42K -$7.22K -44 -15%
TCCM
1900
Timber Creek Capital Management
Massachusetts
$40K -$8K -50 -17%