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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 %
BAAM
1151
Baker Avenue Asset Management
California
$806K +$35.6K +216 +5%
Koshinski Asset Management
1152
Koshinski Asset Management
Illinois
$806K +$10.7K +65 +1%
FCI
1153
Financial Counselors Inc
Kansas
$805K -$39.3K -238 -5%
NP
1154
NorthRock Partners
Minnesota
$804K +$16.8K +102 +2%
BIP
1155
Blueprint Investment Partners
North Carolina
$799K +$433K +2,623 +118%
DFG
1156
Delta Financial Group
New Jersey
$798K +$27.5K +167 +4%
PK
1157
Pflug Koory
Nebraska
$797K
CWS
1158
Confluence Wealth Services
Pennsylvania
$795K
BTI
1159
Blue Trust Inc
Georgia
$794K +$19.7K +133 +3%
TCM
1160
Tufton Capital Management
Maryland
$781K
NSIM
1161
North Star Investment Management
Illinois
$780K +$330K +2,001 +73%
VCP
1162
Verus Capital Partners
Arizona
$780K +$142K +862 +22%
KTC
1163
Kistler-Tiffany Companies
Pennsylvania
$777K +$185K +1,119 +31%
GFG
1164
Greystone Financial Group
Michigan
$776K +$7.75K +47 +1%
FAM
1165
Fred Alger Management
New York
$776K +$17.5K +106 +2%
SRC
1166
Sage Rhino Capital
California
$776K -$48.8K -296 -6%
GL
1167
Graypoint LLC
New York
$775K +$81.6K +495 +12%
BWM
1168
BigSur Wealth Management
Florida
$775K
SI
1169
Saxon Interests
Texas
$772K +$69.8K +423 +10%
WW
1170
Waterfront Wealth
Kansas
$771K -$48K -291 -6%
JSW
1171
Journey Strategic Wealth
New Jersey
$767K +$66.3K +402 +9%
GWM
1172
Geneos Wealth Management
Colorado
$766K -$155K -939 -17%
AF
1173
Advisornet Financial
Minnesota
$764K +$11.7K +71 +2%
FFA
1174
First Foundation Advisors
California
$759K +$6.27K +38 +0.8%
ATPW
1175
Ashton Thomas Private Wealth
Arizona
$759K +$243K +1,473 +47%