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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 %
MWM
1151
Mittelman Wealth Management
Massachusetts
$1.22M +$1.22M +5,354 New
PC
1152
Pecaut & Co
Iowa
$1.22M
MFG
1153
Magnus Financial Group
New York
$1.21M +$228K +1,003 +23%
BCM
1154
Barden Capital Management
Texas
$1.21M -$4.11M -18,048 -77%
FCI
1155
Financial Counselors Inc
Kansas
$1.21M +$187K +820 +18%
VRM
1156
Vectors Research Management
New York
$1.2M +$18.2K +80 +2%
WA
1157
Wealth Alliance
New York
$1.2M -$22.5K -99 -2%
WPW
1158
Waldron Private Wealth
Pennsylvania
$1.2M +$163K +718 +16%
PA
1159
Procyon Advisors
Connecticut
$1.2M +$4.33K +19 +0.4%
HIA
1160
Harbor Investment Advisory
Maryland
$1.2M +$220K +965 +23%
FHA
1161
Flagship Harbor Advisors
Massachusetts
$1.2M +$13.9K +61 +1%
UAS
1162
United Asset Strategies
New York
$1.19M -$958K -4,209 -45%
RAM
1163
Ramirez Asset Management
New York
$1.19M -$85.4K -375 -7%
FP
1164
Factorial Partners
New York
$1.18M
MCM
1165
Manchester Capital Management
Vermont
$1.18M +$1.18M +5,196 New
SAIG
1166
Semper Augustus Investments Group
Colorado
$1.18M -$287K -1,260 -20%
CWS
1167
Cypress Wealth Services
California
$1.18M +$210K +923 +22%
SAM
1168
S.A. Mason
Michigan
$1.17M +$2.73K +12 +0.2%
SWM
1169
Sterling Wealth Management
Illinois
$1.17M
LCS
1170
Levin Capital Strategies
New York
$1.16M -$32.6K -143 -3%
ONB
1171
Old National Bancorp
Indiana
$1.16M -$120K -527 -9%
GSC
1172
Grey Street Capital
Illinois
$1.16M +$1.16M +5,112 New
FTWA
1173
Fifth Third Wealth Advisors
Ohio
$1.16M +$145K +638 +14%
CPG
1174
Cornerstone Planning Group
New Jersey
$1.15M -$48.5K -210 -4%
BIAS
1175
Beacon Investment Advisory Services
New Jersey
$1.15M -$50.1K -220 -4%