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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 %
MCM
601
Mitchell Capital Management
Kansas
$3.88M +$73.7K +447 +2%
WCM
602
Wisconsin Capital Management
Wisconsin
$3.88M +$3.08M +18,685 +386%
CSPIA
603
Cary Street Partners Investment Advisory
Virginia
$3.88M -$7.42K -45 -0.2%
KHLMTHM
604
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.87M
HCM
605
Hutner Capital Management
Vermont
$3.86M
Lido Advisors
606
Lido Advisors
California
$3.85M +$1.18M +7,142 +44%
SCM
607
Silvant Capital Management
Georgia
$3.81M +$1.07M +6,504 +39%
DADC
608
D.A. Davidson & Co
Montana
$3.8M -$204K -1,239 -5%
RC
609
RBF Capital
California
$3.79M
GIM
610
Grassi Investment Management
California
$3.79M
EAM
611
Erste Asset Management
Austria
$3.74M +$349K +2,150 +10%
VVP
612
Venture Visionary Partners
Ohio
$3.74M +$36.5K +221 +1%
TPCW
613
TD Private Client Wealth
New York
$3.74M +$704K +4,267 +23%
SEC
614
Seven Eight Capital
New York
$3.73M +$1.44M +8,702 +62%
CWM
615
Chemistry Wealth Management
New York
$3.71M -$27.4K -166 -0.7%
FBA
616
Front Barnett Associates
Illinois
$3.71M -$30.7K -186 -0.8%
IAIM
617
Industrial Alliance Investment Management
Quebec, Canada
$3.68M +$3.38M +20,493 +1,138%
FM
618
Family Management
New York
$3.65M -$7.42K -45 -0.2%
BIAS
619
Beacon Investment Advisory Services
New Jersey
$3.64M
RWA
620
Ropes Wealth Advisors
Massachusetts
$3.63M +$42.6K +258 +1%
CT
621
Chicago Trust
Illinois
$3.62M -$393K -2,382 -10%
FG
622
Fiduciary Group
Georgia
$3.61M -$43.2K -262 -1%
GT
623
Greenleaf Trust
Michigan
$3.61M +$84.9K +515 +2%
FHB
624
First Hawaiian Bank
Hawaii
$3.59M -$978K -5,931 -21%
JFG
625
Jefferies Financial Group
New York
$3.58M +$2.53M +15,359 +241%