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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 %
MCM
901
Mengis Capital Management
Oregon
$2.23M +$2.23M +9,806 New
GC
902
GFG Capital
Florida
$2.23M -$605K -2,655 -21%
FIM
903
Freedom Investment Management
Connecticut
$2.23M -$94.9K -417 -4%
SYBT
904
Stock Yards Bank & Trust
Kentucky
$2.22M -$95.6K -420 -4%
AP
905
Americana Partners
Texas
$2.22M -$149K -655 -6%
MHIC
906
Marble Harbor Investment Counsel
Massachusetts
$2.21M +$62.8K +276 +3%
JIC
907
Joel Isaacson & Co
New York
$2.21M +$911 +4 +0%
IPW
908
Inlet Private Wealth
Florida
$2.2M
KC
909
Knuff & Co
California
$2.2M
PIM
910
Penobscot Investment Management
Massachusetts
$2.19M -$56.9K -250 -3%
WI
911
Wintrust Investments
Illinois
$2.19M -$78.1K -343 -3%
GLR
912
Great Lakes Retirement
Ohio
$2.15M +$24.8K +109 +1%
CC
913
Constitution Capital
Connecticut
$2.15M -$22.8K -100 -1%
BHPW
914
Beverly Hills Private Wealth
California
$2.15M -$155K -679 -7%
TW
915
Trajan Wealth
Arizona
$2.15M +$2.15M +9,435 New
IFWM
916
Institute for Wealth Management
Colorado
$2.15M -$10.5K -46 -0.5%
MAS
917
Meeder Advisory Services
Ohio
$2.14M +$109K +480 +5%
BCM
918
Bridgeway Capital Management
Texas
$2.14M
CPSC
919
Carl P. Sherr & Co
Massachusetts
$2.14M +$228 +1 +0%
TBNY
920
Trustco Bank (New York)
New York
$2.14M -$73.3K -322 -3%
QI
921
Qtron Investments
Massachusetts
$2.14M -$127K -557 -6%
PH
922
Pinnacle Holdings
Oklahoma
$2.13M -$179K -785 -8%
BIA
923
Beacon Investment Advisors
Maryland
$2.12M
FNT
924
First National Trust
Pennsylvania
$2.12M -$396K -1,739 -16%
ACL
925
Applied Capital LLC
Florida
$2.11M +$40.3K +177 +2%