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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 %
WPW
751
Warther Private Wealth
Ohio
$2.37M +$37.3K +226 +2%
EIM
752
Essex Investment Management
Massachusetts
$2.36M -$81.5K -494 -3%
BFG
753
Bleakley Financial Group
New Jersey
$2.34M +$139K +843 +6%
CT
754
Coastline Trust
Rhode Island
$2.34M -$14.7K -89 -0.6%
CAM
755
Columbia Asset Management
Michigan
$2.34M +$15.3K +93 +0.7%
BP
756
Ballentine Partners
Massachusetts
$2.34M +$215K +1,304 +10%
BFA
757
Brendel Financial Advisors
New Hampshire
$2.32M +$2.32M +14,064 New
IAS
758
Investment Advisory Services
Texas
$2.31M +$16.7K +101 +0.7%
LC
759
Lincoln Capital
Nebraska
$2.31M +$14.8K +90 +0.6%
AT
760
American Trust
Kentucky
$2.29M +$605K +3,666 +36%
LIP
761
Lighthouse Investment Partners
Florida
$2.28M +$2.28M +13,843 New
KIA
762
KCM Investment Advisors
California
$2.28M +$122K +740 +6%
GWCM
763
Godshalk Welsh Capital Management
Pennsylvania
$2.25M -$24.7K -150 -1%
TH
764
TCTC Holdings
Texas
$2.25M +$386K +2,342 +21%
SBIA
765
Sheaff Brock Investment Advisors
Indiana
$2.25M +$34K +206 +2%
FSA
766
Fort Sheridan Advisors
Illinois
$2.23M
HTC
767
Haverford Trust Company
Pennsylvania
$2.22M -$212K -1,284 -9%
BFA
768
Benedict Financial Advisors
Georgia
$2.21M +$4.45K +27 +0.2%
CWM
769
C2C Wealth Management
Arizona
$2.19M +$926K +5,814 +73%
PAM
770
Private Asset Management
California
$2.19M
TCPWM
771
Traverso Chambers Private Wealth Management
California
$2.18M
SC
772
Sawyer & Company
Massachusetts
$2.17M -$15.3K -95 -0.7%
BFO
773
Boston Family Office
Massachusetts
$2.15M +$16.5K +100 +0.8%
SC
774
SouthState Corp
Florida
$2.15M +$24.1K +146 +1%
Empower Advisory Group
775
Empower Advisory Group
Colorado
$2.15M +$2.15M +13,114 New