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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 %
FWCM
1101
Ferguson Wellman Capital Management
Oregon
$1.37M +$44.4K +195 +3%
VWM
1102
Venturi Wealth Management
Texas
$1.37M +$862K +3,785 +170%
QOP
1103
Quinn Opportunity Partners
Virginia
$1.37M
BCG
1104
BayBridge Capital Group
California
$1.36M -$1.17K -5 -0.1%
FCG
1105
Fielder Capital Group
Tennessee
$1.36M +$61.9K +272 +5%
TCM
1106
Twin Capital Management
Pennsylvania
$1.35M +$23.9K +105 +2%
CFGA
1107
Cambridge Financial Group (Arizona)
Arizona
$1.35M -$50.8K -223 -4%
YIA
1108
YHB Investment Advisors
Connecticut
$1.35M
GCGDR
1109
Geo Capital Gestora de Recursos
Brazil
$1.35M -$1.47M -6,435 -52%
WBC
1110
Westpac Banking Corp
Australia
$1.34M -$105K -460 -7%
LWCFA
1111
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.34M +$3.26K +14 +0.2%
AG
1112
Ascent Group
Virginia
$1.34M +$20.5K +90 +2%
CC
1113
Centiva Capital
New York
$1.34M +$1.2M +5,289 +899%
XT
1114
XTX Topco
Cayman Islands
$1.33M +$914K +4,016 +219%
SIM
1115
Sentry Investment Management
Wisconsin
$1.33M
SIA
1116
Strategic Investment Advisors
Michigan
$1.32M -$85.4K -375 -6%
HWP
1117
Highline Wealth Partners
California
$1.32M +$6.38K +28 +0.5%
TW
1118
TrinityPoint Wealth
Connecticut
$1.32M +$8.2K +36 +0.6%
WANY
1119
Wealthspire Advisors (New York)
New York
$1.32M -$127K -557 -9%
PVI
1120
Pine Valley Investments
New Jersey
$1.32M -$50.8K -223 -4%
SFO
1121
Stokes Family Office
Louisiana
$1.31M -$116K -510 -8%
LNB
1122
Ledyard National Bank
$1.31M -$40.8K -179 -3%
HWM
1123
Hohimer Wealth Management
Washington
$1.3M +$95.9K +421 +8%
DAM
1124
Derbend Asset Management
Georgia
$1.29M -$110K -483 -8%
DWP
1125
Daymark Wealth Partners
Ohio
$1.29M -$852 -66 -0.1%