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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 %
AAS
876
Ameritas Advisory Services
Nebraska
$2.37M +$1.49M +6,413 +168%
GC
877
Guardian Capital
Ontario, Canada
$2.37M
SAM
878
Sawgrass Asset Management
Florida
$2.35M -$16.8K -74 -0.7%
PCG
879
Prosperity Consulting Group
Maryland
$2.35M +$1.36M +5,979 +137%
A
880
AustralianSuper
Australia
$2.33M +$2.33M +10,250 New
XWM
881
Xcel Wealth Management
Florida
$2.33M -$353K -1,550 -13%
MWM
882
Mission Wealth Management
California
$2.32M +$45.8K +201 +2%
HH
883
Hilltop Holdings
Texas
$2.32M -$1.81M -7,970 -44%
NAG
884
Northstar Advisory Group
New Jersey
$2.31M +$1.9M +7,963 +471%
BEI
885
Benjamin Edwards Inc
Missouri
$2.3M +$553K +2,430 +32%
PT
886
Plimoth Trust
Massachusetts
$2.3M -$109K -479 -5%
AIC
887
Argus Investors Counsel
New York
$2.3M -$316K -1,388 -12%
CCP
888
Cunning Capital Partners
North Carolina
$2.29M
B
889
Bailard
California
$2.29M -$371K -1,628 -14%
BIA
890
Bigelow Investment Advisors
Maine
$2.28M -$36K -158 -2%
DEA
891
DoubleLine ETF Adviser
Florida
$2.27M +$82K +360 +4%
UHC
892
Union Heritage Capital
Michigan
$2.27M +$448K +1,968 +25%
NAM
893
NTV Asset Management
West Virginia
$2.26M
RT
894
Rockland Trust
Massachusetts
$2.26M -$72.4K -318 -3%
SPG
895
Strategic Planning Group
Utah
$2.26M +$227K +995 +11%
FWA
896
FOCUS Wealth Advisors
Texas
$2.25M +$69.4K +305 +3%
DAM
897
Doheny Asset Management
California
$2.25M -$36.9K -162 -2%
KW
898
KWB Wealth
California
$2.24M -$240K -1,054 -10%
FSA
899
Financial Security Advisor
Virginia
$2.24M -$20.5K -90 -0.9%
JWCA
900
J.W. Cole Advisors
Florida
$2.24M +$4.55K +20 +0.2%