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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 %
HI
776
Horizon Investments
North Carolina
$2.15M -$1.2M -7,310 -36%
MWM
777
Madison Wealth Management
Ohio
$2.14M +$43.1K +261 +2%
PCS
778
Personal CFO Solutions
New Jersey
$2.13M +$128K +775 +6%
MGIA
779
Moneta Group Investment Advisors
Missouri
$2.13M +$563K +3,413 +36%
WOC
780
West Oak Capital
California
$2.13M -$222K -1,345 -9%
CCM
781
Coldstream Capital Management
Washington
$2.12M +$40.7K +247 +2%
AWA
782
Aaron Wealth Advisors
Illinois
$2.12M +$39.1K +237 +2%
GSB
783
Greenfield Savings Bank
Massachusetts
$2.12M -$6.6K -40 -0.3%
BP
784
BBR Partners
New York
$2.11M +$7.75K +47 +0.4%
QCG
785
Quadrant Capital Group
Ohio
$2.1M -$14.4K -87 -0.7%
CW
786
CreativeOne Wealth
Kansas
$2.1M +$109K +662 +5%
NHC
787
Nicholas Hoffman & Company
Georgia
$2.1M -$22.6K -137 -1%
JCM
788
Jacobi Capital Management
Pennsylvania
$2.09M -$25.6K -155 -1%
QI
789
QV Investors
Alberta, Canada
$2.09M -$112K -680 -5%
AIM
790
AHL Investment Management
Florida
$2.09M -$95.7K -580 -4%
TMAM
791
Tokio Marine Asset Management
Japan
$2.09M +$168K +1,020 +9%
AS
792
Altshuler Shaham
Israel
$2.08M -$131K -795 -6%
JGC
793
J. Goldman & Co
New York
$2.07M -$1.72M -10,399 -45%
IMCOOI
794
Investment Management Corp of Ontario (IMCO)
Canada
$2.07M -$90.6K -549 -4%
ACP
795
Aviance Capital Partners
Florida
$2.07M
XWM
796
Xcel Wealth Management
Florida
$2.07M +$2.07M +12,523 New
QCM
797
Quantinno Capital Management
New York
$2.06M +$16K +97 +0.8%
SSWM
798
Smith Salley Wealth Management
North Carolina
$2.06M -$7.26K -44 -0.4%
SCP
799
Stamos Capital Partners
California
$2.06M +$934K +5,660 +83%
WG
800
Welch Group
Alabama
$2.05M