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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 %
TSWM
1926
Tyler-Stone Wealth Management
Ohio
$25K +$25K +155 New
BIA
1927
Bell Investment Advisors
California
$24K -$10.2K -61 -30%
TCWA
1928
Ten Capital Wealth Advisors
Washington
$24K
MTWM
1929
Masso Torrence Wealth Management
New Jersey
$24K +$24K +145 New
CAL
1930
Capital Advisors Ltd
Ohio
$24K +$24K +149 New
HF
1931
Halpern Financial
Virginia
$22.3K +$22.3K +136 New
SWM
1932
Sugarloaf Wealth Management
Georgia
$22K
SCA
1933
Stuart Chaussee & Associates
California
$22K
AFIA
1934
America First Investment Advisors
Nebraska
$20K
AWMS
1935
Advocacy Wealth Management Services
Georgia
$19K
CIM
1936
Contravisory Investment Management
Massachusetts
$19K +$19K +115 New
BCA
1937
Bray Capital Advisors
Florida
$18K
Optiver Holding
1938
Optiver Holding
Netherlands
$18K
GEA
1939
Glen Eagle Advisors
New Jersey
$18K +$11.8K +72 +189%
LFA
1940
Level Financial Advisors
New York
$17K +$17K +105 New
IHWM
1941
Iron Horse Wealth Management
Iowa
$16K
WAS
1942
Winch Advisory Services
Wisconsin
$16K +$162 +1 +1%
POIA
1943
Pin Oak Investment Advisors
Texas
$15K
TC
1944
TAP Consulting
Missouri
$15K +$15K +94 New
WFS
1945
Widmann Financial Services
Maryland
$15K +$15K +95 New
RI
1946
Rinkey Investments
California
$14K +$14K +81 New
DWMG
1947
DB Wealth Management Group
California
$13K
FGAM
1948
Financial Gravity Asset Management
Texas
$12.9K +$12.7K +4,511 +5,569%
CP
1949
Corbenic Partners
Pennsylvania
$11K
AW
1950
Alaethes Wealth
Nevada
$11K