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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 %
PWP
976
Principle Wealth Partners
Connecticut
$1.91M +$24.4K +107 +1%
SIAG
977
Signet Investment Advisory Group
Rhode Island
$1.9M -$177K -779 -9%
MPWT
978
MassMutual Private Wealth & Trust
Connecticut
$1.9M +$104K +455 +6%
FNBT
979
FineMark National Bank & Trust
Florida
$1.9M +$101K +444 +6%
ANB
980
Amarillo National Bank
Texas
$1.89M
SM
981
Sciencast Management
New Jersey
$1.88M +$1.88M +8,263 New
EW
982
Evoke Wealth
California
$1.88M +$1.88M +8,247 New
LFRG
983
Lazard Frères Gestion
France
$1.88M
OPCM
984
Osborne Partners Capital Management
California
$1.87M -$31.9K -140 -2%
MSAM
985
Moloney Securities Asset Management
Missouri
$1.86M -$79.7K -350 -4%
TIM
986
Triad Investment Management
California
$1.85M
PAM
987
Panagora Asset Management
Massachusetts
$1.85M -$2M -8,805 -52%
VT
988
Vise Technologies
New York
$1.84M -$624K -2,742 -25%
WSFS
989
Wilmington Savings Fund Society
Delaware
$1.84M +$1.84M +8,091 New
EAM
990
EFG Asset Management
Oregon
$1.84M -$9.79K -43 -0.5%
Balyasny Asset Management
991
Balyasny Asset Management
Illinois
$1.84M -$56.4M -247,838 -97%
CNBTD
992
Citizens National Bank Trust Department
Mississippi
$1.83M -$80.8K -355 -4%
Acadian Asset Management
993
Acadian Asset Management
Massachusetts
$1.83M -$1.76M -7,750 -49%
BONH
994
Bank of New Hampshire
New Hampshire
$1.83M +$1.6M +7,043 +717%
OFS
995
Oldfather Financial Services
Nebraska
$1.82M
CS
996
Cannell & Spears
New York
$1.82M +$395K +1,735 +28%
BCM
997
Boltwood Capital Management
California
$1.81M -$20.5K -90 -1%
USCWA
998
U.S. Capital Wealth Advisors
Texas
$1.81M -$228K -1,001 -11%
AR
999
Advisory Research
Illinois
$1.81M -$23K -101 -1%
CCFCSB
1000
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M -$80.6K -354 -4%