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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 %
BFA
701
Bill Few Associates
Pennsylvania
$3.99M -$44.4K -195 -1%
WG
702
Winton Group
United Kingdom
$3.99M +$3.99M +17,510 New
NEAM
703
New England Asset Management
Connecticut
$3.98M -$1.21M -5,300 -23%
SCM
704
Shelton Capital Management
Colorado
$3.96M +$45.5K +200 +1%
TF
705
Trek Financial
Arizona
$3.94M +$3.94M +17,311 New
HWAM
706
Hennion & Walsh Asset Management
New Jersey
$3.94M -$252K -1,106 -6%
NL
707
NVWM LLC
Pennsylvania
$3.94M -$93.6K -411 -2%
MC
708
Mathes Company
New York
$3.92M -$26.2K -115 -0.7%
LOAMS
709
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.91M +$3.91M +17,178 New
BP
710
Ballentine Partners
Massachusetts
$3.91M +$304K +1,336 +8%
IWC
711
Integrated Wealth Concepts
Massachusetts
$3.9M +$190K +834 +5%
PTCG
712
Pring Turner Capital Group
California
$3.86M
VCA
713
Verdence Capital Advisors
Maryland
$3.86M -$1.2M -5,268 -24%
PAS
714
Park Avenue Securities
New York
$3.83M +$587K +2,578 +18%
RCA
715
Resonant Capital Advisors
Wisconsin
$3.83M +$13.9K +61 +0.4%
BA
716
Bridgewater Associates
Connecticut
$3.83M +$1.61M +7,079 +73%
SWM
717
Sendero Wealth Management
Texas
$3.81M -$759K -3,332 -17%
LWM
718
Lodestone Wealth Management
Washington
$3.77M -$32.8K -144 -0.9%
TPCW
719
TD Private Client Wealth
New York
$3.76M +$677K +2,975 +22%
NRG
720
Nemes Rush Group
Michigan
$3.76M -$32.8K -144 -0.9%
MYLI
721
Meiji Yasuda Life Insurance
Japan
$3.75M -$174K -765 -4%
BWM
722
Bulltick Wealth Management
Florida
$3.72M +$366K +1,608 +11%
VFA
723
Valeo Financial Advisors
Indiana
$3.68M -$50.9K -213 -1%
MLL
724
Moody Lynn & Lieberson
Massachusetts
$3.68M +$3.34M +14,671 +989%
SW
725
SVB Wealth
Massachusetts
$3.67M +$108K +474 +3%