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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 %
CT
851
Colonial Trust
South Carolina
$1.79M +$1.63M +9,866 +1,014%
SJIM
852
St. Johns Investment Management
Florida
$1.78M +$10.4K +63 +0.6%
ACA
853
Aptus Capital Advisors
Alabama
$1.77M +$1.11M +6,716 +168%
SAM
854
Sawgrass Asset Management
Florida
$1.77M
FWA
855
FOCUS Wealth Advisors
Texas
$1.76M -$18.5K -112 -1%
SVWAG
856
Sound View Wealth Advisors Group
Georgia
$1.76M -$668K -4,050 -28%
SIA
857
Schechter Investment Advisors
Michigan
$1.75M +$23.4K +142 +1%
BAM
858
Belpointe Asset Management
Nevada
$1.74M +$444K +2,693 +34%
SHWM
859
Silicon Hills Wealth Management
Texas
$1.73M
MAS
860
Meeder Advisory Services
Ohio
$1.73M +$68.3K +414 +4%
QCM
861
Qsemble Capital Management
New York
$1.72M +$1.72M +10,400 New
GC
862
Guardian Capital
Ontario, Canada
$1.71M -$148K -900 -8%
IPW
863
Inlet Private Wealth
Florida
$1.71M
USCWA
864
U.S. Capital Wealth Advisors
Texas
$1.71M +$13.2K +80 +0.8%
S
865
SignatureFD
Georgia
$1.7M +$120K +726 +8%
BHPW
866
Beverly Hills Private Wealth
California
$1.7M +$315K +1,909 +23%
VT
867
Vise Technologies
New York
$1.7M +$397K +2,407 +30%
PIM
868
Penobscot Investment Management
Massachusetts
$1.7M +$15.8K +96 +0.9%
AFA
869
Abacus FCF Advisors
Florida
$1.7M +$610K +3,699 +56%
AIM
870
Anchor Investment Management
South Carolina
$1.69M -$7.92K -48 -0.5%
CAG
871
Csenge Advisory Group
Florida
$1.68M +$162K +980 +11%
CCP
872
Cunning Capital Partners
North Carolina
$1.66M
BCM
873
Barden Capital Management
Texas
$1.65M +$10.9K +66 +0.7%
VCM
874
Vetamer Capital Management
California
$1.64M +$1.64M +9,966 New
ZCM
875
Ziegler Capital Management
Illinois
$1.64M -$4.62K -28 -0.3%