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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 %
BCM
1051
Becker Capital Management
Oregon
$1.03M +$12.4K +75 +1%
LWCFA
1052
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.03M -$330 -2 -0%
DBT
1053
Dubuque Bank & Trust
Iowa
$1.03M +$17.2K +104 +2%
LWANC
1054
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.03M +$76.7K +465 +8%
IWM
1055
IHT Wealth Management
Illinois
$1.02M -$922K -5,589 -48%
I
1056
InceptionR
California
$1.02M +$1.02M +6,159 New
LNB
1057
Ledyard National Bank
$1.02M -$56.9K -345 -5%
WA
1058
WealthTrust Axiom
Pennsylvania
$1.02M
ARMT
1059
Amica Retiree Medical Trust
Rhode Island
$1.01M -$377K -2,286 -27%
DAM
1060
Derbend Asset Management
Georgia
$1.01M +$2.97K +18 +0.3%
MA
1061
Mutual Advisors
Nebraska
$1.01M +$73.6K +446 +8%
GRP
1062
Global Retirement Partners
California
$999K +$197K +1,293 +25%
CA
1063
Continuum Advisory
Idaho
$994K -$150K -909 -13%
GAG
1064
Goodman Advisory Group
Massachusetts
$992K +$992K +6,012 New
CIC
1065
Chase Investment Counsel
Virginia
$990K -$1.39M -8,428 -58%
WC
1066
Weil Company
California
$990K
FWCM
1067
Ferguson Wellman Capital Management
Oregon
$989K
KCM
1068
KRS Capital Management
Michigan
$988K +$6.27K +38 +0.6%
STA
1069
Summit Trail Advisors
New York
$973K +$126K +761 +15%
VV
1070
Verity & Verity
South Carolina
$969K -$606K -3,675 -38%
CS
1071
Cannell & Spears
New York
$965K +$24.7K +150 +3%
DA
1072
Dover Advisors
Virginia
$964K +$186K +1,127 +24%
EIP
1073
Ellis Investment Partners
Pennsylvania
$962K +$1.81K +11 +0.2%
FHA
1074
Flagship Harbor Advisors
Massachusetts
$962K -$163K -987 -14%
ST
1075
Spinnaker Trust
Maine
$960K