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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 %
TFP
1951
Tilia Fiduciary Partners
North Carolina
$11K +$11K +66 New
BBHC
1952
Brown Brothers Harriman & Co
New York
$10.1K +$400 +2,442 +4%
SAM
1953
Strategic Asset Management
Minnesota
$10K +$10K +62 New
DFCM
1954
Dark Forest Capital Management
Puerto Rico
$10K +$10K +64 New
PPWM
1955
PFG Private Wealth Management
Florida
$9K
AWM
1956
Activest Wealth Management
Florida
$9K
AA
1957
Addison Advisors
Vermont
$9K +$7.74K +49 +613%
OSNBOA
1958
Old Second National Bank of Aurora
Illinois
$8K
HFA
1959
HC Financial Advisors
California
$8K
RG
1960
Retirement Group
California
$8K
CWA
1961
Core Wealth Advisors
Florida
$7K -$1.05M -6,307 -99%
HCM
1962
Horrell Capital Management
Arkansas
$7K
TFGT
1963
TS Financial Group (TSFG)
Illinois
$7K +$4.61K +27 +193%
CWC
1964
Carolinas Wealth Consulting
North Carolina
$6K
MS
1965
Mizuho Securities
Japan
$6K +$150 +1 +3%
CAC
1966
Core Alternative Capital
Georgia
$6K +$6K +34 New
JWM
1967
Janiczek Wealth Management
Colorado
$5K +$2.83K +17 +131%
BC
1968
Barnett & Company
Tennessee
$4K +$4K +25 New
HWM
1969
HighMark Wealth Management
Minnesota
$3K
MWA
1970
Moser Wealth Advisors
Washington
$3K
LWA
1971
Lowe Wealth Advisors
Maryland
$3K
FBT
1972
First Bank & Trust
South Dakota
$3K
CWA
1973
Carolina Wealth Advisors
South Carolina
$3K
JIR
1974
James Investment Research
Ohio
$3K
AIP
1975
Ahrens Investment Partners
Louisiana
$3K +$3K +17 New