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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 %
ICP
2026
Interchange Capital Partners
Pennsylvania
-$519K -3,100 Closed
RWB
2027
RMR Wealth Builders
New Jersey
-$441K -2,632 Closed
HPC
2028
Hobart Private Capital
North Carolina
-$430K -2,567 Closed
C
2029
Certuity
Florida
-$408K -2,437 Closed
SICM
2030
Sustainable Insight Capital Management
New York
-$403K -2,408 Closed
WorldQuant Millennium Advisors
2031
WorldQuant Millennium Advisors
New York
-$397K -2,370 Closed
MA
2032
MCF Advisors
Kentucky
-$381K -2,274 Closed
FA
2033
Fiducient Advisors
Illinois
-$337K -2,012 Closed
AFS
2034
Axiom Financial Strategies
Indiana
-$318K -1,898 Closed
HWM
2035
Hemington Wealth Management
Virginia
-$275K -1,644 Closed
HAS
2036
HBW Advisory Services
California
-$269K -1,607 Closed
OPWM
2037
Oxinas Partners Wealth Management
Indiana
-$220K -1,312 Closed
FC
2038
Fulcrum Capital
Washington
-$218K -1,300 Closed
SPFA
2039
Summit Place Financial Advisors
New Jersey
-$217K -1,298 Closed
PWAG
2040
Polaris Wealth Advisory Group
California
-$223K -1,280 Closed
BOTW
2041
Bank of the West
California
-$211K -1,258 Closed
WMP
2042
Wealth Management Partners
Arizona
-$204K -1,216 Closed
TA
2043
Tiedemann Advisors
New York
-$204K -1,215 Closed
FCM
2044
Firestone Capital Management
Florida
-$201K -1,215 Closed
SIA
2045
Soltis Investment Advisors
Utah
-$202K -1,208 Closed
NFG
2046
Nadler Financial Group
Illinois
-$202K -1,208 Closed
FNC
2047
First National Corp
Massachusetts
-$202K -1,206 Closed
MIM
2048
Montgomery Investment Management
Maryland
-$201K -1,201 Closed
RP
2049
Reinhart Partners
Wisconsin
-$201K -1,200 Closed
NSAM
2050
North Star Asset Management
Wisconsin
-$201K -1,200 Closed