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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 %
MHIC
901
Marble Harbor Investment Counsel
Massachusetts
$1.53M
IWS
902
Insight Wealth Strategies
California
$1.53M -$7.75K -47 -0.5%
TBNY
903
Trustco Bank (New York)
New York
$1.52M +$12.4K +75 +0.8%
AC
904
AXQ Capital
New Jersey
$1.52M +$1.24M +7,508 +444%
CCFCSB
905
Cape Cod Five Cents Savings Bank
Massachusetts
$1.52M -$23.9K -145 -2%
HIC
906
Hartline Investment Corp
Illinois
$1.51M
Jones Financial Companies
907
Jones Financial Companies
Missouri
$1.5M -$52.8K -320 -3%
BZWA
908
Blue Zone Wealth Advisors
California
$1.5M -$594K -3,599 -28%
QI
909
Qtron Investments
Massachusetts
$1.5M +$68.3K +414 +5%
TC
910
TAGStone Capital
North Carolina
$1.5M +$4.29K +26 +0.3%
FB
911
Fulton Bank
Pennsylvania
$1.49M -$18K -109 -1%
CDH
912
Charles D. Hyman
$1.49M +$93K +564 +7%
GWMIA
913
Global Wealth Management Investment Advisory
Florida
$1.49M +$45K +273 +3%
SB
914
Simmons Bank
Arkansas
$1.47M -$71.3K -432 -5%
LTI
915
Laffer Tengler Investments
Tennessee
$1.47M +$32.8K +199 +2%
BAM
916
Berkshire Asset Management
Pennsylvania
$1.46M +$1.46M +8,876 New
NFA
917
Northern Financial Advisors
Michigan
$1.45M +$1.45M +8,798 New
FA
918
FDx Advisors
Illinois
$1.45M
WKWM
919
Walter & Keenan Wealth Management
Indiana
$1.44M +$215K +1,302 +17%
CFFP
920
Center for Financial Planning
Michigan
$1.44M
AWA
921
Arete Wealth Advisors
Illinois
$1.44M -$84.5K -512 -6%
WWM
922
Western Wealth Management
Colorado
$1.44M +$57.4K +348 +4%
TFCM
923
Taylor Frigon Capital Management
Arizona
$1.44M -$14.8K -90 -1%
HSA
924
HBK Sorce Advisory
Pennsylvania
$1.44M -$3.26M -19,755 -69%
AA
925
Argent Advisors
Louisiana
$1.44M -$1.81K -11 -0.1%