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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 %
FMWA
876
Forvis Mazars Wealth Advisors
Missouri
$1.64M +$5.28K +32 +0.3%
SIAG
877
Signet Investment Advisory Group
Rhode Island
$1.63M -$174K -1,052 -10%
RCM
878
RNC Capital Management
California
$1.63M -$94K -570 -5%
KC
879
Knuff & Co
California
$1.63M
CC
880
Chicago Capital
Illinois
$1.62M
EHC
881
Everett Harris & Co
California
$1.62M +$56.4K +342 +4%
SC
882
Scotia Capital
Ontario, Canada
$1.62M -$88.1K -534 -5%
PT
883
Plimoth Trust
Massachusetts
$1.61M +$3.79K +23 +0.2%
IFWM
884
Institute for Wealth Management
Colorado
$1.61M -$13.4K -81 -0.8%
TCOT
885
Trust Company of Toledo
Ohio
$1.61M +$424K +2,573 +36%
LCM
886
Linker Capital Management
Kentucky
$1.59M
BIA
887
Bigelow Investment Advisors
Maine
$1.59M +$10.1K +61 +0.6%
WIC
888
Woodmont Investment Counsel
Tennessee
$1.59M +$178K +1,077 +13%
ACL
889
Applied Capital LLC
Florida
$1.58M -$32.3K -196 -2%
CCMT
890
CMT Capital Markets Trading
Germany
$1.58M +$798K +4,837 +102%
FTDI
891
First Trust Direct Indexing
Massachusetts
$1.58M +$219K +1,325 +16%
NIG
892
NFJ Investment Group
Texas
$1.58M -$82.5K -500 -5%
MWM
893
Mission Wealth Management
California
$1.58M +$108K +652 +7%
CPSC
894
Carl P. Sherr & Co
Massachusetts
$1.57M +$86.6K +525 +6%
AAS
895
Ameritas Advisory Services
Nebraska
$1.57M +$122K +743 +8%
GIA
896
Gateway Investment Advisers
Ohio
$1.56M -$33.5K -203 -2%
ECU
897
Eisler Capital (UK)
United Kingdom
$1.56M +$1.56M +9,430 New
BB
898
Berkshire Bank
Massachusetts
$1.54M -$45K -273 -3%
HT
899
HighTower Trust
Texas
$1.54M +$325K +1,960 +27%
KW
900
KWB Wealth
California
$1.54M +$356K +2,411 +30%