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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 %
PCH
2001
Polar Capital Holdings
United Kingdom
-$5.51K -32,916 Closed
RS
2002
Robeco Schweiz
Switzerland
-$5.06K -30,230 Closed
CA
2003
CastleArk Alternatives
Illinois
-$3.85M -22,975 Closed
HCM
2004
Howland Capital Management
Massachusetts
-$2.92M -17,412 Closed
USGIU
2005
U.S. Global Investors (USGI)
Texas
-$2.58M -15,394 Closed
BA
2006
Bridgewater Associates
Connecticut
-$2.37M -14,150 Closed
SAM
2007
Sawgrass Asset Management
Florida
-$2.35M -14,036 Closed
AGA
2008
Accuvest Global Advisors
Utah
-$2.37M -13,827 Closed
CM
2009
Capula Management
Cayman Islands
-$2.3M -13,754 Closed
CNAM
2010
Campbell Newman Asset Management
Wisconsin
-$2.28M -13,601 Closed
FMI
2011
F/M Investments
District of Columbia
-$2.2M -13,123 Closed
RA
2012
Rational Advisors
New York
-$2.01M -12,000 Closed
AI
2013
AXS Investments
New York
-$1.94M -11,583 Closed
SC
2014
Sovarnum Capital
New York
-$1.68M -10,000 Closed
SM
2015
Sciencast Management
New Jersey
-$1.61M -9,475 Closed
MAM
2016
Meeder Asset Management
Ohio
-$1.34M -7,967 Closed
AC
2017
Arjuna Capital
North Carolina
-$1.16M -6,948 Closed
WIC
2018
Whitegate Investment Counselors
New Hampshire
-$1.15M -6,854 Closed
IWP
2019
Icon Wealth Partners
Texas
-$1.11M -6,607 Closed
BCM
2020
Barometer Capital Management
Ontario, Canada
-$1.06M -6,328 Closed
CCIA
2021
Campbell & Co Investment Adviser
Maryland
-$1.01M -6,050 Closed
GTCM
2022
Gyon Technologies Capital Management
New Jersey
-$795K -4,743 Closed
BMC
2023
Beaton Management Company
Massachusetts
-$747K -4,456 Closed
EIP
2024
Easterly Investment Partners
Massachusetts
-$536K -3,200 Closed
ICP
2025
Interchange Capital Partners
Pennsylvania
-$519K -3,100 Closed