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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 %
HWP
1076
Highline Wealth Partners
California
$953K +$330 +2 +0%
RSWM
1077
Robertson Stephens Wealth Management
California
$945K +$469K +2,843 +98%
WPW
1078
Waldron Private Wealth
Pennsylvania
$945K +$46.8K +284 +5%
LWM
1079
Lyell Wealth Management
California
$941K -$6.76K -41 -0.7%
CA
1080
Crewe Advisors
Utah
$940K -$3.3K -20 -0.3%
TWI
1081
Thomas White International
Illinois
$937K
TW
1082
TrinityPoint Wealth
Connecticut
$934K -$27.9K -169 -3%
NWM
1083
Northcape Wealth Management
New York
$933K +$933K +5,659 New
FLPIM
1084
F.L. Putnam Investment Management
Massachusetts
$925K +$126K +762 +16%
SF
1085
Symphony Financial
Texas
$924K +$52.1K +321 +6%
CI
1086
Conning Inc
Connecticut
$924K -$32.5K -197 -3%
WA
1087
Wealth Alliance
New York
$923K +$44K +267 +5%
BHBT
1088
Burke & Herbert Bank & Trust
Virginia
$920K
FCB
1089
First Command Bank
Texas
$916K -$140K -850 -13%
FCFS
1090
First Command Financial Services
Texas
$916K -$140K -850 -13%
SA
1091
Strategic Advisors
New York
$913K -$24.1K -146 -3%
AWC
1092
Abundance Wealth Counselors
Pennsylvania
$912K +$18.6K +113 +2%
PL
1093
Perpetual Ltd
Australia
$911K +$911K +5,520 New
SCM
1094
Shelton Capital Management
Colorado
$910K +$614K +3,720 +207%
DI
1095
Diligent Investors
California
$907K
IA
1096
Icon Advisers
Colorado
$907K +$907K +5,500 New
FFM
1097
Forum Financial Management
Illinois
$906K -$15.3K -93 -2%
BAM
1098
Boyar Asset Management
New York
$906K +$16.5K +100 +2%
HWM
1099
Hohimer Wealth Management
Washington
$905K +$613K +3,718 +210%
GIA
1100
Guyasuta Investment Advisors
Pennsylvania
$900K +$454K +2,750 +102%