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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 %
CF
1001
Centaurus Financial
California
$1.19M -$77.4K -469 -6%
MFG
1002
Monte Financial Group
Connecticut
$1.18M +$37.4K +227 +3%
TPA
1003
Trivium Point Advisory
Connecticut
$1.18M +$79.5K +482 +7%
VC
1004
Veracity Capital
Georgia
$1.18M +$2.97K +18 +0.3%
BB
1005
Busey Bank
Illinois
$1.18M +$149K +902 +14%
VST
1006
Van Strum & Towne
California
$1.18M
ST
1007
Smithfield Trust
Pennsylvania
$1.17M -$112K -682 -9%
TC
1008
Telemus Capital
Michigan
$1.17M +$23.3K +141 +2%
IA
1009
Insight Advisors
Pennsylvania
$1.17M -$29K -176 -2%
TPW
1010
Transatlantique Private Wealth
New York
$1.16M
MOS
1011
MGO One Seven
Ohio
$1.16M +$60.5K +367 +5%
RWM
1012
Ritholtz Wealth Management
New York
$1.15M +$221K +1,341 +24%
PP
1013
Patten & Patten
Tennessee
$1.15M +$43.9K +266 +4%
TAM
1014
Trust Asset Management
Texas
$1.15M +$5.28K +32 +0.5%
RGI
1015
River Global Investors
United Kingdom
$1.15M -$994K -6,030 -46%
SWA
1016
SOA Wealth Advisors
New York
$1.14M
ML
1017
McAdam LLC
Pennsylvania
$1.14M +$101K +613 +10%
PPWM
1018
Paragon Private Wealth Management
Kentucky
$1.14M +$33.3K +202 +3%
CIA
1019
Citadel Investment Advisory
Ohio
$1.14M
PSB
1020
Piscataqua Savings Bank
New Hampshire
$1.13M
AI
1021
AXS Investments
New York
$1.13M -$113K -684 -9%
HWAM
1022
Hennion & Walsh Asset Management
New Jersey
$1.13M +$507K +3,074 +82%
IHL
1023
Investment House LLC
California
$1.13M -$90.7K -550 -7%
SP
1024
Symmetry Partners
Connecticut
$1.12M
BFG
1025
Beacon Financial Group
Texas
$1.11M -$60.3K -374 -5%