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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 %
NFA
926
Northern Financial Advisors
Michigan
$2.1M +$19.8K +87 +1%
TC
927
TAGStone Capital
North Carolina
$2.1M +$8.43K +37 +0.4%
MC
928
Moors & Cabot
Massachusetts
$2.09M +$199K +874 +11%
BB
929
Berkshire Bank
Massachusetts
$2.09M -$78.8K -346 -4%
LBC
930
Lowe Brockenbrough & Co
Virginia
$2.09M -$562K -2,469 -21%
PWA
931
Provenance Wealth Advisors
Florida
$2.08M +$2.51K +11 +0.1%
PCOTEOTHU
932
Provident Company of the Employees of the Hebrew University
Israel
$2.08M +$2.08M +9,129 New
SWMG
933
Signature Wealth Management Group
Georgia
$2.08M +$20.3K +88 +1%
AT
934
American Trust
Kentucky
$2.08M +$41.7K +183 +2%
DA
935
Duality Advisers
Florida
$2.08M +$349K +1,531 +20%
RA
936
RFG Advisory
Alabama
$2.08M +$22.5K +99 +1%
CFM
937
Catalyst Funds Management
Australia
$2.07M +$2.07M +9,100 New
WIC
938
Woodmont Investment Counsel
Tennessee
$2.06M -$54K -237 -3%
MIA
939
MainStreet Investment Advisors
Illinois
$2.06M +$334K +1,468 +19%
CDH
940
Charles D. Hyman
$2.05M
HSA
941
HBK Sorce Advisory
Pennsylvania
$2.05M +$98.6K +433 +5%
ECM
942
Evergreen Capital Management
Washington
$2.05M +$60.3K +265 +3%
WPC
943
Wedmont Private Capital
Pennsylvania
$2.05M +$44.6K +203 +2%
AA
944
Argent Advisors
Louisiana
$2.04M -$2.73K -12 -0.1%
CIA
945
Concurrent Investment Advisors
Florida
$2.04M -$1.16M -5,078 -36%
CAG
946
Csenge Advisory Group
Florida
$2.04M +$30.1K +132 +1%
LSAG
947
Lake Street Advisors Group
New Hampshire
$2.02M -$22.8K -100 -1%
CBA
948
Coastal Bridge Advisors
Connecticut
$2.01M +$2.28K +10 +0.1%
FFO
949
Fiduciary Family Office
Florida
$2.01M +$258K +1,133 +15%
MPPLM
950
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.01M +$1.45M +6,386 +261%