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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 %
WWM
1026
Western Wealth Management
Colorado
$1.65M -$232K -1,021 -12%
ZF
1027
Zhang Financial
Michigan
$1.65M +$422K +1,854 +34%
RCM
1028
RNC Capital Management
California
$1.64M -$160K -702 -9%
VA
1029
Vident Advisory
Georgia
$1.64M +$23K +101 +1%
CFFP
1030
Center for Financial Planning
Michigan
$1.64M +$82K +360 +5%
EHC
1031
Everett Harris & Co
California
$1.64M -$605K -2,657 -27%
AAM
1032
Auxier Asset Management
Oregon
$1.64M -$17.1K -75 -1%
CB
1033
Cadence Bank
Mississippi
$1.63M -$8.88K -39 -0.5%
VST
1034
Van Strum & Towne
California
$1.63M
CWM
1035
Chesapeake Wealth Management
Virginia
$1.62M -$86.1K -378 -5%
ATPW
1036
Ashton Thomas Private Wealth
Arizona
$1.62M +$124K +546 +8%
BMCM
1037
Bryn Mawr Capital Management
Pennsylvania
$1.62M -$786K -2,349 -33%
ECM
1038
ExodusPoint Capital Management
New York
$1.62M +$1.62M +7,101 New
ML
1039
McAdam LLC
Pennsylvania
$1.61M +$6.6K +29 +0.4%
TPW
1040
Transatlantique Private Wealth
New York
$1.61M +$225 +1 +0%
MFG
1041
Monte Financial Group
Connecticut
$1.61M -$5.69K -25 -0.4%
BOH
1042
Bank of Hawaii
Hawaii
$1.6M +$144K +632 +10%
FPCP
1043
Fort Point Capital Partners
California
$1.59M
MA
1044
Mutual Advisors
Nebraska
$1.59M +$216K +949 +16%
GAM
1045
Groupama Asset Management
France
$1.59M -$6.76M -14,131 -81%
FFM
1046
Forum Financial Management
Illinois
$1.58M
TAM
1047
Trust Asset Management
Texas
$1.58M
OWP
1048
Obermeyer Wealth Partners
Colorado
$1.57M +$2.96K +13 +0.2%
BL
1049
Balentine LLC
Georgia
$1.57M +$46K +202 +3%
LAM
1050
L2 Asset Management
Massachusetts
$1.57M +$319K +1,402 +25%