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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 %
GA
576
GFS Advisors
Texas
$4.29M
WSCM
577
Wellington Shields Capital Management
New York
$4.25M +$825K +5,001 +24%
LNWWM
578
Laird Norton Wetherby Wealth Management
California
$4.23M +$226K +1,373 +6%
WIS
579
Wright Investors Service
Connecticut
$4.23M +$1.02M +6,165 +32%
FG
580
Foster Group
Iowa
$4.22M +$1.32K +8 +0%
CA
581
Cetera Advisors
Colorado
$4.21M +$1.31M +7,962 +45%
RC
582
Roundview Capital
New Jersey
$4.19M +$29.4K +178 +0.7%
ACM
583
Adalta Capital Management
New York
$4.17M
PWMAG
584
Pinnacle Wealth Management Advisory Group
New Jersey
$4.17M +$35.5K +215 +0.9%
MGP
585
Metis Global Partners
California
$4.16M +$1.04M +6,277 +33%
RIA
586
Realta Investment Advisors
Delaware
$4.14M +$18.1K +110 +0.4%
Alkeon Capital Management
587
Alkeon Capital Management
New York
$4.12M
BL
588
Bleichroeder LP
New York
$4.12M
RT
589
Rockland Trust
Massachusetts
$4.12M -$13.6M -82,337 -77%
FCH
590
Freestone Capital Holdings
Washington
$4.09M -$11.9K -72 -0.3%
VMPIC
591
Varma Mutual Pension Insurance Co
Finland
$4.08M
CWM
592
Concentric Wealth Management
California
$4.03M +$17.5K +106 +0.4%
Simplex Trading
593
Simplex Trading
Illinois
$4.02M +$4.02M +24,372 New
SW
594
SVB Wealth
Massachusetts
$3.96M -$93.4K -566 -2%
BF
595
BOK Financial
Oklahoma
$3.95M -$1.95M -11,829 -33%
OMC
596
Overbrook Management Corp
New York
$3.93M
BFEC
597
Benjamin F. Edwards & Company
Missouri
$3.93M -$23.6K -143 -0.6%
CP
598
CenterBook Partners
Connecticut
$3.93M +$3.93M +23,823 New
SIG
599
Stonegate Investment Group
Alabama
$3.92M -$877K -5,314 -18%
PMG
600
Private Management Group
California
$3.91M -$719K -4,359 -16%