AXP icon

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 %
AF
1126
Allworth Financial
California
$837K +$41.7K +253 +5%
CAG
1127
Crestwood Advisors Group
Massachusetts
$837K -$549K -3,329 -40%
PFBT
1128
Parkside Financial Bank & Trust
Missouri
$835K +$8.41K +51 +1%
LCS
1129
Levin Capital Strategies
New York
$835K -$247K -1,500 -23%
PWPS
1130
Pinnacle Wealth Planning Services
Ohio
$835K -$13.4K -81 -2%
CL
1131
Choreo LLC
Illinois
$835K +$835K +5,062 New
SAM
1132
S.A. Mason
Michigan
$833K +$165 +1 +0%
TWA
1133
TCI Wealth Advisors
Arizona
$833K +$83K +503 +11%
UH
1134
Unigestion Holding
Switzerland
$830K -$250K -1,537 -23%
LCM
1135
Leisure Capital Management
California
$830K
PTC
1136
Private Trust Company
Ohio
$827K +$52.5K +318 +7%
GC
1137
Garde Capital
Washington
$827K
PFO
1138
PMC FIG Opportunities
Israel
$825K -$165K -1,000 -17%
MFS
1139
Monetta Financial Services
Illinois
$825K
SOAMC
1140
Spirit of America Management Corp
New York
$825K
LW
1141
Linscomb Wealth
Texas
$823K +$62.4K +378 +8%
CMANY
1142
Capital Management Associates (New York)
New York
$822K -$121K -735 -13%
RCM
1143
Radnor Capital Management
Pennsylvania
$822K +$16.5K +100 +2%
WT
1144
Washington Trust
Rhode Island
$820K +$5.61K +34 +0.7%
KFP
1145
KB Financial Partners
New Jersey
$820K -$659 -4 -0.1%
AWM
1146
Axxcess Wealth Management
California
$816K -$564K -3,418 -41%
EH
1147
Equitable Holdings
New York
$815K +$133K +805 +19%
DW
1148
Domani Wealth
Pennsylvania
$815K
OGC
1149
Oak Grove Capital
New Hampshire
$809K +$809K +4,904 New
WMC
1150
Westwood Management Corporation
Illinois
$808K -$82.4K -500 -9%