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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 %
SW
1176
SteelPeak Wealth
California
$759K -$24.2K -147 -3%
SL
1177
Sentry LLC
Tennessee
$757K +$757K +4,591 New
PIM
1178
Profit Investment Management
Maryland
$754K -$46.4K -281 -6%
DWM
1179
Dakota Wealth Management
Florida
$750K -$560K -3,397 -43%
BMA
1180
Brooks Moore & Associates
Tennessee
$750K +$30.3K +184 +4%
HGERS
1181
Householder Group Estate & Retirement Specialist
Arizona
$749K +$33.2K +201 +5%
CWP
1182
Capital Wealth Planning
Florida
$746K -$393K -2,382 -34%
LIM
1183
Leavell Investment Management
Alabama
$746K
RCM
1184
RB Capital Management
Nevada
$743K +$23.1K +140 +3%
IP
1185
Ignite Planners
California
$742K +$14.7K +91 +2%
SC
1186
Schulhoff & Co
Ohio
$741K
AFG
1187
Allegheny Financial Group
Pennsylvania
$738K -$4.95K -30 -0.7%
FHA
1188
First Horizon Advisors
Tennessee
$734K +$157K +952 +27%
LA
1189
Legacy Advisors
Pennsylvania
$734K +$3.3K +20 +0.5%
ACM
1190
Advisors Capital Management
New Jersey
$733K -$19.1K -116 -3%
EIM
1191
Ervin Investment Management
Washington
$732K
3IP
1192
3Chopt Investment Partners
Virginia
$730K +$28.9K +175 +4%
JA
1193
JLB & Associates
Michigan
$729K +$106K +643 +17%
AIM
1194
Alhambra Investment Management
Florida
$729K
KI
1195
Kula Investments
Illinois
$728K +$229K +1,391 +46%
IA
1196
IFG Advisors
Missouri
$727K +$660 +4 +0.1%
CG
1197
CFO4Life Group
Texas
$725K -$5.28K -32 -0.7%
GVAG
1198
Great Valley Advisor Group
Delaware
$723K -$10.6K -64 -1%
TPWM
1199
Twelve Points Wealth Management
Massachusetts
$721K +$28K +170 +4%
LA
1200
Lifeworks Advisors
Michigan
$719K -$25.7K -156 -3%