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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 %
AG
1051
AIA Group
Hong Kong
$1.57M -$2.7M -11,878 -63%
CIA
1052
Citadel Investment Advisory
Ohio
$1.57M
PSB
1053
Piscataqua Savings Bank
New Hampshire
$1.57M -$2.96K -13 -0.2%
LSPW
1054
Lake Street Private Wealth
Illinois
$1.56M +$252K +1,107 +19%
GC
1055
Gratus Capital
Georgia
$1.55M +$1.19M +5,237 +331%
BFG
1056
Beacon Financial Group
Texas
$1.55M -$46.2K -203 -3%
AF
1057
Allworth Financial
California
$1.55M +$128K +563 +9%
IA
1058
Insight Advisors
Pennsylvania
$1.54M -$13K -57 -0.8%
SF
1059
Symphony Financial
Texas
$1.54M -$54.6K -240 -3%
GRP
1060
Global Retirement Partners
California
$1.54M +$65.6K +288 +4%
EIM
1061
Essex Investment Management
Massachusetts
$1.54M -$7.74K -34 -0.5%
RWB
1062
RMR Wealth Builders
New Jersey
$1.53M +$119K +523 +8%
EWM
1063
Empirical Wealth Management
Washington
$1.53M +$552K +2,423 +57%
BB
1064
Busey Bank
Illinois
$1.52M -$17.5K -77 -1%
SWA
1065
SOA Wealth Advisors
New York
$1.52M +$46.9K +206 +3%
AI
1066
AXS Investments
New York
$1.51M -$155K -681 -9%
DPIM
1067
Duff & Phelps Investment Management
Illinois
$1.51M +$46K +202 +3%
GBT
1068
Grove Bank & Trust
Florida
$1.51M +$660K +2,898 +78%
ST
1069
Smithfield Trust
Pennsylvania
$1.51M -$13.5K -59 -0.9%
GG
1070
Greenwood Gearhart
Arkansas
$1.51M -$84.2K -370 -5%
DIP
1071
Davis Investment Partners
North Carolina
$1.51M -$13.3K -61 -0.9%
DWM
1072
Dynasty Wealth Management
Florida
$1.5M +$1.5M +6,573 New
SB
1073
Simmons Bank
Arkansas
$1.5M -$259K -1,139 -15%
SA
1074
SRN Advisors
Pennsylvania
$1.49M -$24.6K -108 -2%
PP
1075
Patten & Patten
Tennessee
$1.49M -$2.28K -10 -0.2%