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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 %
BAM
1901
Baldrige Asset Management
Pennsylvania
$40K +$658 +4 +2%
CMA
1902
Cedar Mountain Advisors
Oregon
$39K -$8K -49 -17%
GCGDR
1903
Geo Capital Gestora de Recursos
Brazil
$39K +$3.93K +24 +11%
CCA
1904
Column Capital Advisors
Indiana
$38K -$2.96K -18 -7%
LAS
1905
Lloyd Advisory Services
Georgia
$38K
FPWM
1906
FSB Premier Wealth Management
Iowa
$38K +$38K +236 New
FP
1907
Financial Perspectives
Minnesota
$37.2K
SIS
1908
Sound Income Strategies
Florida
$37K
CWA
1909
Clearview Wealth Advisors
Oregon
$37K
HNWAG
1910
High Net Worth Advisory Group
Florida
$37K +$37K +228 New
RIM
1911
Rockbridge Investment Management
New York
$36K
OA
1912
Operose Advisors
Wisconsin
$35K +$35K +215 New
TVWM
1913
Tower View Wealth Management
Wisconsin
$33K
FPFS
1914
First Personal Financial Services
North Carolina
$33K
YAL
1915
Your Advocates Ltd
Texas
$33K
CPA
1916
Cowen Prime Advisors
New York
$33K
CA
1917
Cornerstone Advisory
Maryland
$32K +$32K +196 New
JGIA
1918
Jackson Grant Investment Advisers
Connecticut
$31K
GM
1919
GeoWealth Management
Illinois
$31K +$9.25K +57 +43%
FPB
1920
First PREMIER Bank
South Dakota
$29K
AFS
1921
Annapolis Financial Services
Maryland
$28K -$16.6K -100 -37%
AWM
1922
AllSquare Wealth Management
New York
$27K -$4.82K -30 -15%
FAM
1923
Fred Alger Management
New York
$26K
IFA
1924
Interactive Financial Advisors
Illinois
$25K
SF
1925
SBK Financial
Virginia
$25K +$25K +150 New