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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 %
NAM
926
NTV Asset Management
West Virginia
$1.43M
BFA
927
Beaumont Financial Advisors
Massachusetts
$1.43M
SIA
928
Strategic Investment Advisors
Michigan
$1.43M -$68.3K -414 -5%
OFS
929
Oldfather Financial Services
Nebraska
$1.42M +$549K +3,331 +63%
VF
930
Vest Financial
Virginia
$1.42M +$995K +6,031 +233%
HCMG
931
Howard Capital Management Group
California
$1.42M
FNBT
932
FineMark National Bank & Trust
Florida
$1.42M +$63.7K +386 +5%
WTA
933
Washington Trust Advisors
Massachusetts
$1.41M -$45.4K -275 -3%
ECM
934
Evergreen Capital Management
Washington
$1.41M +$74.1K +449 +6%
UAS
935
United Asset Strategies
New York
$1.41M +$24.4K +148 +2%
RG
936
Rathbones Group
United Kingdom
$1.41M -$374K -2,269 -21%
CBA
937
Coastal Bridge Advisors
Connecticut
$1.41M +$1.65K +10 +0.1%
IAMOG
938
Investors Asset Management of Georgia
Georgia
$1.41M +$19K +115 +1%
GAM
939
Gotham Asset Management
New York
$1.4M +$747K +4,531 +114%
DEA
940
DoubleLine ETF Adviser
Florida
$1.39M -$2.31K -14 -0.2%
HCA
941
Harbor Capital Advisors
Illinois
$1.38M +$1.38M +8,391 New
RIL
942
Rothschild Investment LLC
Illinois
$1.38M -$442K -2,678 -24%
ANB
943
Amarillo National Bank
Texas
$1.38M +$12.5K +76 +0.9%
BCM
944
Boltwood Capital Management
California
$1.38M +$31.3K +190 +2%
OPCM
945
Osborne Partners Capital Management
California
$1.37M +$4.45K +27 +0.3%
MSAM
946
Moloney Securities Asset Management
Missouri
$1.37M +$4.95K +30 +0.4%
GC
947
Grimes & Company
Massachusetts
$1.36M -$11.7K -71 -0.9%
PAM
948
Palisade Asset Management
Minnesota
$1.36M -$45.4K -275 -3%
WC
949
Woodstock Corp
Massachusetts
$1.36M -$12.9K -78 -0.9%
WSFS
950
Wilmington Savings Fund Society
Delaware
$1.36M +$45.3K +275 +3%