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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 %
AWM
951
Axxcess Wealth Management
California
$2.01M +$980K +4,306 +96%
PIMJS
952
PKO Investment Management Joint-Stock
Poland
$2M +$2M +8,753 New
BFA
953
Beaumont Financial Advisors
Massachusetts
$2M
I
954
INVST
Indiana
$1.98M +$42.3K +186 +2%
FHA
955
First Horizon Advisors
Tennessee
$1.98M +$38.3K +168 +2%
MGIA
956
Moneta Group Investment Advisors
Missouri
$1.98M +$263K +1,155 +15%
BAM
957
Berkshire Asset Management
Pennsylvania
$1.98M +$455 +2 +0%
SAG
958
SageView Advisory Group
California
$1.97M -$515K -2,261 -21%
P
959
Pitcairn
Pennsylvania
$1.96M +$52.1K +229 +3%
HCMG
960
Howard Capital Management Group
California
$1.96M
NHC
961
Nicholas Hoffman & Company
Georgia
$1.96M -$668K -2,933 -25%
WKWM
962
Walter & Keenan Wealth Management
Indiana
$1.95M
PFBT
963
Parkside Financial Bank & Trust
Missouri
$1.95M +$145K +637 +8%
WGCA
964
Wolf Group Capital Advisors
Virginia
$1.94M
IAMOG
965
Investors Asset Management of Georgia
Georgia
$1.94M -$244K -1,072 -11%
TFCM
966
Taylor Frigon Capital Management
Arizona
$1.94M +$3.19K +14 +0.2%
ISL
967
Ingalls & Snyder LLC
New York
$1.94M -$13.7K -60 -0.7%
PWM
968
Pinnacle Wealth Management
California
$1.93M +$1.93M +8,481 New
BZWA
969
Blue Zone Wealth Advisors
California
$1.92M -$135K -594 -7%
RIL
970
Rothschild Investment LLC
Illinois
$1.92M +$1.08M +4,725 +128%
IWA
971
Icon Wealth Advisors
Texas
$1.92M +$1.31M +5,748 +215%
HFM
972
Hartford Funds Management
Pennsylvania
$1.92M +$223K +978 +13%
RWM
973
Ritholtz Wealth Management
New York
$1.92M +$319K +1,402 +20%
ADIM
974
Alpha DNA Investment Management
Maryland
$1.91M +$1.91M +8,386 New
GIA
975
Gateway Investment Advisers
Ohio
$1.91M -$83.8K -368 -4%