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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 %
Fiera Capital (Canada)
2051
Fiera Capital (Canada)
Quebec, Canada
-$201K -1,200 Closed
NFG
2052
Nations Financial Group
Iowa
-$201K -1,198 Closed
BWA
2053
Burt Wealth Advisors
Maryland
-$201K -1,197 Closed
VFP
2054
Verus Financial Partners
Virginia
-$200K -1,133 Closed
APWA
2055
Atlas Private Wealth Advisors
New Jersey
-$178K -1,063 Closed
CMBA
2056
C.M. Bidwell & Associates
Hawaii
-$146K -869 Closed
Q
2057
QVR
California
-$144K -862 Closed
LWM
2058
Liberty Wealth Management
California
-$145K -860 Closed
WLPWM
2059
Walled Lake Planning & Wealth Management
Illinois
-$144K -860 Closed
PWM
2060
Prentice Wealth Management
New York
-$126K -755 Closed
PVH
2061
Psagot Value Holdings
Israel
-$124K -740 Closed
GFP
2062
Gryphon Financial Partners
Ohio
-$123K -734 Closed
BMD
2063
Better Money Decisions
New Mexico
-$121K -721 Closed
SFO
2064
Standard Family Office
South Dakota
-$101K -600 Closed
GGI
2065
Godsey & Gibb Inc
Virginia
-$80K -480 Closed
MSFP
2066
Mark Sheptoff Financial Planning
Connecticut
-$75K -450 Closed
APP
2067
Alpha Paradigm Partners
Illinois
-$75K -450 Closed
RVM
2068
Robinson Value Management
Texas
-$74K -442 Closed
IF
2069
Ironwood Financial
Arizona
-$57K -343 Closed
JPLA
2070
Joseph P. Lucia & Associates
New York
-$48K -289 Closed
DOA
2071
D'Orazio & Associates
Virginia
-$43K -257 Closed
GWSG
2072
GPS Wealth Strategies Group
Colorado
-$43K -255 Closed
KIG
2073
Kowal Investment Group
Wisconsin
-$42K -248 Closed
CPC
2074
Consolidated Planning Corp
Georgia
-$34K -201 Closed
RA
2075
Resolute Advisors
California
-$31K -185 Closed