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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 %
CWM
726
Compass Wealth Management
Connecticut
$2.57M +$49.8K +302 +2%
BBWA
727
Bell & Brown Wealth Advisors
California
$2.57M -$32.7K -198 -1%
BCMO
728
Buckingham Capital Management (Ohio)
Ohio
$2.56M +$1.32M +7,995 +106%
PAS
729
Park Avenue Securities
New York
$2.54M +$88.6K +537 +4%
RCA
730
Resonant Capital Advisors
Wisconsin
$2.53M +$33.5K +203 +1%
SFI
731
Siemens Fonds Invest
Germany
$2.51M -$16.3K -99 -0.6%
KSWA
732
Kathleen S. Wright Associates
Pennsylvania
$2.51M -$994K -6,028 -28%
PFSC
733
Peoples Financial Services Corp
Pennsylvania
$2.49M -$51.5K -312 -2%
EWM
734
Evercore Wealth Management
New York
$2.49M -$38.4K -233 -2%
CCM
735
Condor Capital Management
New Jersey
$2.49M -$173K -1,046 -6%
VI
736
Vestcor Inc
New Brunswick, Canada
$2.48M -$9.4K -57 -0.4%
AAS
737
Avantax Advisory Services
Texas
$2.48M -$128K -776 -5%
VFA
738
Valeo Financial Advisors
Indiana
$2.48M +$335K +2,031 +16%
CC
739
Cipher Capital
New York
$2.47M -$1.15M -6,976 -32%
KWILP
740
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.47M
IVP
741
Intrinsic Value Partners
Arizona
$2.46M -$284K -1,720 -10%
E
742
Ergoteles
New York
$2.46M +$2.46M +14,896 New
KCM
743
Kanawha Capital Management
Virginia
$2.44M -$64.7K -392 -3%
PI
744
Pettee Investors
Connecticut
$2.44M -$13.2K -80 -0.5%
LWM
745
Lodestone Wealth Management
Washington
$2.42M -$25.2K -153 -1%
NAG
746
Northstar Advisory Group
New Jersey
$2.42M +$2.42M +14,647 New
BSW
747
Buckingham Strategic Wealth
Missouri
$2.4M
RCAG
748
Rehmann Capital Advisory Group
Michigan
$2.4M +$212K +1,285 +10%
Bank Julius Baer & Co
749
Bank Julius Baer & Co
Switzerland
$2.39M +$384K +2,330 +19%
CC
750
Constitution Capital
Connecticut
$2.38M +$784K +4,750 +49%