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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 %
Capstone Investment Advisors
1176
Capstone Investment Advisors
New York
$1.15M +$596K +2,617 +108%
GC
1177
Garde Capital
Washington
$1.14M -$11.2K -49 -1%
BJL
1178
Brighton Jones LLC
Washington
$1.14M +$58.7K +258 +5%
SOAMC
1179
Spirit of America Management Corp
New York
$1.14M
Jones Financial Companies
1180
Jones Financial Companies
Missouri
$1.14M +$307K +1,348 +37%
CWS
1181
Confluence Wealth Services
Pennsylvania
$1.13M -$16.8K -74 -1%
RWM
1182
Revisor Wealth Management
Ohio
$1.13M +$1.13M +5,450 New
BHBT
1183
Burke & Herbert Bank & Trust
Virginia
$1.12M -$60.1K -264 -5%
VAG
1184
VisionPoint Advisory Group
Texas
$1.12M -$1.07M -4,713 -49%
RCM
1185
RB Capital Management
Nevada
$1.12M +$82.7K +363 +8%
LA
1186
LM Advisors
California
$1.11M -$217K -954 -16%
CL
1187
Choreo LLC
Illinois
$1.1M -$181K -797 -14%
PK
1188
Pflug Koory
Nebraska
$1.1M
SI
1189
Saxon Interests
Texas
$1.1M +$56K +246 +5%
LCM
1190
Leisure Capital Management
California
$1.09M +$21.4K +94 +2%
BAM
1191
Boyar Asset Management
New York
$1.09M +$115K +503 +12%
JPWM
1192
Jamison Private Wealth Management
Georgia
$1.09M +$1.82K +8 +0.2%
BAM
1193
Beaumont Asset Management
Texas
$1.08M +$107K +472 +11%
FFN
1194
Focus Financial Network
Minnesota
$1.08M -$1.52M -6,983 -58%
BAM
1195
Byrne Asset Management
New Jersey
$1.08M +$19.1K +84 +2%
IWM
1196
IHT Wealth Management
Illinois
$1.08M -$146K -643 -12%
VCP
1197
Verus Capital Partners
Arizona
$1.08M -$113K -496 -9%
LA
1198
Legacy Advisors
Pennsylvania
$1.08M +$21.4K +94 +2%
CI
1199
CX Institutional
Indiana
$1.08M +$201K +885 +23%
LRPA
1200
L. Roy Papp & Associates
Arizona
$1.07M