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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 %
OC
676
Optimas Capital
Hong Kong
$2.99M -$3.92M -23,792 -57%
BL
677
BFSG LLC
California
$2.98M +$14.7K +89 +0.5%
MVA
678
Mount Vernon Associates
Maryland
$2.98M -$57.7K -350 -2%
IWC
679
Integrated Wealth Concepts
Massachusetts
$2.98M +$182K +1,104 +7%
TI
680
Tidal Investments
Wisconsin
$2.98M +$1.28M +7,783 +76%
BW
681
Bison Wealth
Georgia
$2.96M +$3.55K +24 +0.1%
COI
682
Connable Office Inc
Michigan
$2.95M -$1.27M -7,729 -30%
CA
683
Callahan Advisors
Texas
$2.95M +$165 +1 +0%
KAM
684
Karani Asset Management
New York
$2.94M +$2.94M +17,817 New
ECM
685
Elgethun Capital Management
South Dakota
$2.9M +$43.2K +262 +2%
SAM
686
Selway Asset Management
$2.9M +$24.7K +150 +0.9%
CIP
687
Chartwell Investment Partners
Pennsylvania
$2.9M -$280K -1,697 -9%
BAG
688
Briggs Advisory Group
Rhode Island
$2.87M
EF
689
Empirical Finance
Pennsylvania
$2.87M +$110K +666 +4%
CNBT
690
Canandaigua National Bank & Trust
New York
$2.86M +$2.86M +17,364 New
VAS
691
Vestmark Advisory Solutions
Massachusetts
$2.86M +$190K +1,151 +7%
CG
692
Cutler Group
California
$2.86M +$730K +4,429 +34%
OAM
693
Ostrum Asset Management
France
$2.85M +$2.85M +17,279 New
EFMC
694
Empire Financial Management Company
New York
$2.84M +$2.84M +17,194 New
BFA
695
Bill Few Associates
Pennsylvania
$2.83M +$16.5K +100 +0.6%
ASN
696
Advisory Services Network
Georgia
$2.83M +$16.2K +98 +0.6%
BCM
697
Brookstone Capital Management
Illinois
$2.82M -$112K -684 -4%
SCA
698
Snowden Capital Advisors
New York
$2.82M +$1.24M +7,529 +79%
PTCG
699
Pring Turner Capital Group
California
$2.81M -$16.5K -100 -0.6%
TC
700
TownSquare Capital
Utah
$2.8M +$158K +956 +6%