AXP icon

American Express

2,292 hedge funds and large institutions have $139B invested in American Express in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 759 increasing their positions, 894 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
+122
Holders Change %
+5.62%
% of All Funds
33.22%
Holding in Top 10
76
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+28.81%
% of All Funds
1.1%
New
242
Increased
759
Reduced
894
Closed
93
Calls
$2.54B
Puts
$2.64B
Net Calls
-$95.9M
Net Calls Change
+$296M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
301
Paralel Advisors
Colorado
$23.9M
BCWM
302
Bartlett & Co Wealth Management
Ohio
$23.4M +$234K +1,028 +1%
NAM
303
NorthCrest Asset Manangement
Minnesota
$23.1M -$401K -1,763 -2%
BFA
304
Bragg Financial Advisors
North Carolina
$23M -$372K -1,635 -2%
URS
305
Utah Retirement Systems
Utah
$22.9M
CNB
306
Czech National Bank
Czech Republic
$22.9M -$51K -224 -0.2%
X
307
Xponance
Pennsylvania
$22.7M +$836K +3,670 +4%
NCM
308
Noesis Capital Mangement
Florida
$22.6M -$797K -3,502 -3%
CJFS
309
Coulter & Justus Financial Services
Tennessee
$22.6M +$22.6M +99,401 New
CCA
310
Cobblestone Capital Advisors
New York
$22.4M -$162K -713 -0.7%
KFC
311
Klingenstein Fields & Co
New York
$22.2M -$842K -3,698 -4%
MML Investors Services
312
MML Investors Services
Massachusetts
$22.1M +$469K +2,060 +2%
PCM
313
Penserra Capital Management
California
$22.1M +$20.7M +90,999 +1,509%
SPIA
314
Steward Partners Investment Advisory
New York
$22M -$911K -4,003 -4%
IHL
315
Investment House LLC
California
$22M +$1.33M +5,824 +6%
BCI
316
Brinker Capital Investments
Pennsylvania
$21.8M -$1.32M -5,790 -6%
OPS
317
Orion Portfolio Solutions
Nebraska
$21.8M -$1.32M -5,790 -6%
CTA
318
Chesley Taft & Associates
Illinois
$21.5M -$36.4K -160 -0.2%
USAA
319
United Services Automobile Association
Texas
$21.5M -$4.98M -21,853 -19%
FT
320
Fiduciary Trust
Massachusetts
$20.7M +$338K +1,483 +2%
FAF
321
Fjarde Ap-fonden
Sweden
$20.6M -$1.73M -7,600 -8%
TI
322
Trexquant Investment
Connecticut
$20.6M +$20.6M +90,539 New
CCP
323
Clifford Capital Partners
Utah
$20.3M +$543K +2,383 +3%
WF
324
Welch & Forbes
Massachusetts
$20.3M -$188K -827 -0.9%
Cambridge Investment Research Advisors
325
Cambridge Investment Research Advisors
Iowa
$20.1M +$2.07M +9,071 +11%