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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 %
TA
751
Townsend & Associates
Colorado
$3.26M -$88.9K -372 -3%
IVP
752
Intrinsic Value Partners
Arizona
$3.26M -$72.6K -319 -2%
CWI
753
Conscious Wealth Investments
Florida
$3.26M +$70.5K +323 +2%
WB
754
Webster Bank
Connecticut
$3.26M +$59K +259 +2%
TH
755
TCTC Holdings
Texas
$3.25M +$95.6K +420 +3%
SW
756
Simplicity Wealth
New Jersey
$3.24M +$3.24M +14,225 New
PMG
757
ProVise Management Group
Florida
$3.23M -$1.49M -6,534 -32%
AWM
758
Apollon Wealth Management
South Carolina
$3.22M +$212K +930 +7%
IAS
759
Insigneo Advisory Services
Florida
$3.21M +$501K +2,199 +18%
BFA
760
Brendel Financial Advisors
New Hampshire
$3.19M
RAM
761
Riggs Asset Management
Pennsylvania
$3.18M +$3.11M +13,673 +4,558%
EH
762
Equitable Holdings
New York
$3.18M -$9.79K -43 -0.3%
BW
763
Bison Wealth
Georgia
$3.18M -$733K -3,219 -19%
CWMU
764
Caliber Wealth Management (Utah)
Utah
$3.15M +$19.6K +86 +0.6%
IAS
765
Investment Advisory Services
Texas
$3.14M -$91.5K -402 -3%
BRWA
766
B. Riley Wealth Advisors
Florida
$3.13M +$104K +699 +3%
OAM
767
Ostrum Asset Management
France
$3.12M -$536K -2,356 -15%
CIP
768
Chartwell Investment Partners
Pennsylvania
$3.11M -$235K -1,033 -7%
NIM
769
NEOS Investment Management
Connecticut
$3.11M +$290K +1,273 +10%
TBA
770
Tower Bridge Advisors
Pennsylvania
$3.1M -$330K -1,450 -10%
SC
771
SouthState Corp
Florida
$3.1M +$109K +480 +4%
TFA
772
Teamwork Financial Advisors
Texas
$3.07M +$165K +723 +6%
GD
773
Grandfield & Dodd
New York
$3.07M -$72.9K -320 -2%
WOC
774
West Oak Capital
California
$3.07M +$59.2K +260 +2%
GWMIA
775
Global Wealth Management Investment Advisory
Florida
$3.07M +$431K +1,892 +16%