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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 %
I
951
INVST
Indiana
$1.35M +$6.5K +41 +0.5%
MPWT
952
MassMutual Private Wealth & Trust
Connecticut
$1.35M +$34.3K +208 +3%
ISL
953
Ingalls & Snyder LLC
New York
$1.35M -$63.5K -385 -4%
RMAM
954
Raab & Moskowitz Asset Management
New Jersey
$1.35M
TIM
955
Triad Investment Management
California
$1.34M
MCM
956
McMillion Capital Management
North Carolina
$1.33M -$303K -1,836 -18%
P
957
Pitcairn
Pennsylvania
$1.33M +$58.9K +357 +5%
AR
958
Advisory Research
Illinois
$1.33M
EM
959
Excalibur Management
Massachusetts
$1.33M -$28K -170 -2%
GG
960
Greenwood Gearhart
Arkansas
$1.32M -$121K -732 -8%
CB
961
Community Bank
New York
$1.32M -$38.9K -236 -3%
UHC
962
Union Heritage Capital
Michigan
$1.32M
RA
963
RFG Advisory
Alabama
$1.32M +$145K +880 +12%
EW
964
Evoke Wealth
California
$1.32M +$16.8K +102 +1%
AG
965
Ascent Group
Virginia
$1.32M -$121K -731 -8%
GFS
966
GYL Financial Synergies
Connecticut
$1.31M +$682K +4,134 +109%
AWM
967
Apollon Wealth Management
South Carolina
$1.31M +$117K +709 +10%
VAG
968
VisionPoint Advisory Group
Texas
$1.31M +$223K +1,496 +21%
SFO
969
Stokes Family Office
Louisiana
$1.31M -$63.5K -385 -5%
EFS
970
Essex Financial Services
Connecticut
$1.29M +$54.1K +328 +4%
SIA
971
SkyView Investment Advisors
New Jersey
$1.28M +$10.2K +62 +0.8%
KS
972
Karpas Strategies
Connecticut
$1.28M -$29.9K -181 -2%
BOH
973
Bank of Hawaii
Hawaii
$1.27M -$4.45K -27 -0.3%
ABC
974
Associated Banc-Corp
Wisconsin
$1.26M +$330 +2 +0%
WA
975
Wealth Advisors
California
$1.26M +$10.5K +65 +0.8%