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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 %
HCM
676
Hodges Capital Management
Texas
$4.28M -$695K -3,050 -14%
AWM
677
Avior Wealth Management
Nebraska
$4.25M -$53.1K -233 -1%
Envestnet Portfolio Solutions
678
Envestnet Portfolio Solutions
Illinois
$4.24M +$717K +3,151 +20%
OCM
679
Olstein Capital Management
New York
$4.21M -$2.85M -12,500 -40%
BCM
680
Buckhead Capital Management
Georgia
$4.2M -$22.1K -97 -0.5%
NW
681
NewEdge Wealth
Pennsylvania
$4.17M +$327K +1,407 +9%
PNC
682
Park National Corp
Ohio
$4.16M -$237K -1,040 -5%
ECM
683
Elgethun Capital Management
South Dakota
$4.14M +$57.5K +252 +1%
NMIMC
684
Northwestern Mutual Investment Management Company
Wisconsin
$4.13M -$17.5K -77 -0.4%
SAM
685
Selway Asset Management
$4.12M -$6.83K -30 -0.2%
GRQ
686
Gardner Russo & Quinn
Pennsylvania
$4.12M -$556K -2,440 -12%
MVA
687
Mount Vernon Associates
Maryland
$4.12M -$12.5K -55 -0.3%
DWM
688
Dakota Wealth Management
Florida
$4.11M +$3.07M +13,489 +296%
PCI
689
Pacifica Capital Investments
Texas
$4.1M
CW
690
Connectus Wealth
Ohio
$4.1M -$228K -1,003 -5%
WA
691
WP Advisors
California
$4.09M -$59K -259 -1%
GT
692
Glenview Trust
Kentucky
$4.09M +$102K +448 +3%
CA
693
Callahan Advisors
Texas
$4.08M -$13.2K -58 -0.3%
WIS
694
Wright Investors Service
Connecticut
$4.07M -$1.64M -7,192 -29%
JCM
695
Jag Capital Management
Missouri
$4.07M -$2.09M -9,180 -34%
RBA
696
Richard Bernstein Advisors
New York
$4.06M
MAM
697
Magellan Asset Management
Australia
$4.05M -$1.09M -4,804 -21%
SSW
698
Stone Summit Wealth
Florida
$4.04M -$297K -1,304 -7%
NP
699
NorthRock Partners
Minnesota
$4.04M +$205K +900 +5%
CCM
700
Condor Capital Management
New Jersey
$4M -$79K -347 -2%