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American Express

2,040 hedge funds and large institutions have $103B invested in American Express in 2023 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 746 increasing their positions, 734 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,040
Holders Change
+43
Holders Change %
+2.15%
% of All Funds
32.65%
Holding in Top 10
60
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+42.86%
% of All Funds
0.96%
New
185
Increased
746
Reduced
734
Closed
100
Calls
$2.08B
Puts
$1.89B
Net Calls
+$192M
Net Calls Change
+$352M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
501
SP Asset Management
California
$5.64M +$14.8K +90 +0.3%
LSWM
502
Lorne Steinberg Wealth Management
Canada
$5.62M -$28K -170 -0.5%
GWM
503
GDS Wealth Management
Texas
$5.57M +$182K +1,104 +3%
PWLP
504
Prio Wealth Limited Partnership
Massachusetts
$5.54M -$124K -750 -2%
SCM
505
Sandler Capital Management
New York
$5.52M +$5.52M +33,448 New
ECG
506
Edge Capital Group
Georgia
$5.5M -$467K -2,830 -8%
FIB
507
First Interstate Bank
Montana
$5.5M -$110K -665 -2%
SC
508
Searle & Co
Connecticut
$5.5M
LGF
509
LGT Group Foundation
Liechtenstein
$5.49M +$57.7K +350 +1%
BCPWM
510
Bradley & Co Private Wealth Management
Florida
$5.49M +$3.83M +23,231 +231%
GCA
511
Guardian Capital Advisors
Ontario, Canada
$5.45M +$1.43K +9 +0%
IMC Chicago
512
IMC Chicago
Illinois
$5.44M +$5.44M +32,952 New
HT
513
Heritage Trust
Oklahoma
$5.43M -$15.8K -96 -0.3%
AAF
514
Andra AP-fonden
Sweden
$5.42M +$321K +1,948 +6%
GP
515
Girard Partners
Pennsylvania
$5.41M +$1.19M +7,210 +28%
UAM
516
Unison Asset Management
Florida
$5.41M
PMG
517
ProVise Management Group
Florida
$5.39M +$542K +3,283 +11%
ALAM
518
Asahi Life Asset Management
Japan
$5.38M +$158K +955 +3%
Federated Hermes
519
Federated Hermes
Pennsylvania
$5.33M +$4.67M +28,301 +705%
PI
520
Putnam Investments
Massachusetts
$5.32M +$1.48M +8,996 +39%
PCOC
521
Power Corp of Canada
Canada
$5.32M +$2.75M +17,211 +107%
CIA
522
Choate Investment Advisors
Massachusetts
$5.3M -$127K -768 -2%
EB
523
Eastern Bank
Massachusetts
$5.26M +$414K +2,510 +9%
WS
524
Wedbush Securities
California
$5.26M +$152K +921 +3%
LT
525
Legacy Trust
Michigan
$5.24M -$28.7K -174 -0.5%