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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 %
WSTAM
726
Wilbanks Smith & Thomas Asset Management
Virginia
$3.67M +$5.92K +26 +0.2%
BAM
727
Brave Asset Management
New Jersey
$3.65M -$6.6K -29 -0.2%
VAS
728
Valicenti Advisory Services
New York
$3.59M +$304K +1,335 +9%
LC
729
Lincoln Capital
Nebraska
$3.58M
GIM
730
Goelzer Investment Management
Indiana
$3.58M -$551K -2,421 -13%
EFMC
731
Empire Financial Management Company
New York
$3.55M +$41.4K +182 +1%
AAS
732
Avantax Advisory Services
Texas
$3.53M -$491K -2,158 -12%
RIM
733
Rakuten Investment Management
Japan
$3.52M +$3.19M +14,014 +960%
BFIM
734
Beese Fulmer Investment Management
Ohio
$3.52M -$18.4K -81 -0.5%
SWA
735
Strata Wealth Advisors
Texas
$3.51M -$471K -2,067 -12%
PI
736
Pettee Investors
Connecticut
$3.5M
EP
737
Edgestream Partners
New Jersey
$3.49M +$2.81M +12,343 +415%
BBWA
738
Bell & Brown Wealth Advisors
California
$3.45M -$52.4K -230 -1%
COI
739
Connable Office Inc
Michigan
$3.45M -$604K -2,654 -15%
CWM
740
Compass Wealth Management
Connecticut
$3.43M -$3.64K -16 -0.1%
IMCOOI
741
Investment Management Corp of Ontario (IMCO)
Canada
$3.38M -$12M -52,771 -78%
TMAM
742
Tokio Marine Asset Management
Japan
$3.37M +$235K +1,030 +7%
WAC
743
William Allan Corp
Colorado
$3.37M +$911 +4 +0%
CNBT
744
Canandaigua National Bank & Trust
New York
$3.37M -$362K -1,592 -10%
WC
745
Wynn Capital
Georgia
$3.34M +$81.5K +358 +3%
SIA
746
Schechter Investment Advisors
Michigan
$3.33M +$545K +2,392 +20%
KCM
747
Kanawha Capital Management
Virginia
$3.31M -$455 -2 -0%
BFA
748
Benedict Financial Advisors
Georgia
$3.3M +$165K +724 +5%
EWM
749
Evercore Wealth Management
New York
$3.3M -$63.5K -279 -2%
ACP
750
Aviance Capital Partners
Florida
$3.28M +$455K +2,000 +16%