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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 %
WCM
626
Westend Capital Management
California
$5.04M +$5.04M +22,149 New
OAM
627
Oppenheimer Asset Management
New York
$5.04M -$948K -4,162 -16%
BHCM
628
Boulder Hill Capital Management
New York
$5.03M +$5.03M +22,100 New
BIMC
629
Benson Investment Management Company
Virginia
$5.02M -$211K -928 -4%
CIM
630
Chapman Investment Management
California
$4.99M -$90.8K -399 -2%
EF
631
Empirical Finance
Pennsylvania
$4.98M +$157K +689 +3%
EWA
632
EP Wealth Advisors
California
$4.98M +$58.7K +258 +1%
PIM
633
Plato Investment Management
Australia
$4.97M +$4.6M +20,211 +1,267%
TLP
634
Trinity Legacy Partners
Texas
$4.94M -$568K -2,496 -10%
SIG
635
Stonegate Investment Group
Alabama
$4.93M -$27.6K -121 -0.6%
FG
636
Fiduciary Group
Georgia
$4.9M -$59K -259 -1%
CT
637
Chicago Trust
Illinois
$4.89M +$55.3K +243 +1%
AM
638
AGF Management
Ontario, Canada
$4.89M -$9.02M -51,401 -65%
TC
639
TownSquare Capital
Utah
$4.88M +$248K +1,089 +5%
GT
640
Greenleaf Trust
Michigan
$4.83M +$1.82K +8 +0%
BHCM
641
Brevan Howard Capital Management
Jersey
$4.8M +$4.15M +18,214 +632%
BL
642
BFSG LLC
California
$4.8M -$7.29K -32 -0.2%
IAN
643
Integrated Advisors Network
Texas
$4.78M -$85.4K -375 -2%
MA
644
Montag & Associates
Georgia
$4.78M +$1.86M +8,177 +64%
SWM
645
Salvus Wealth Management
New Jersey
$4.76M -$52.4K -230 -1%
Carson Wealth (CWM LLC)
646
Carson Wealth (CWM LLC)
Nebraska
$4.76M +$410K +1,799 +9%
NG
647
Northstar Group
New York
$4.74M +$212K +930 +5%
LG
648
LaFleur & Godfrey
Michigan
$4.73M -$11.4K -50 -0.2%
IIM
649
INTECH Investment Management
Florida
$4.71M -$5.05M -22,186 -52%
SCA
650
Snowden Capital Advisors
New York
$4.69M +$184K +808 +4%