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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 %
AB
1201
Atlas Brown
Kentucky
$718K
WSC
1202
Wellington Shields & Co
New York
$713K +$16.5K +100 +2%
BDFN
1203
Bond & Devick Financial Network
Minnesota
$712K +$33K +200 +5%
GCP
1204
GSA Capital Partners
United Kingdom
$711K -$343K -2,080 -33%
BFM
1205
Boston Financial Management
Massachusetts
$711K -$101K -610 -12%
BAM
1206
Byrne Asset Management
New Jersey
$709K -$89.2K -541 -11%
FWTB
1207
First Western Trust Bank
Colorado
$708K +$17.2K +104 +2%
ECM
1208
Estabrook Capital Management
New York
$705K
BAM
1209
Beaumont Asset Management
Texas
$703K -$9.07K -55 -1%
FFN
1210
Focus Financial Network
Minnesota
$702K +$47.7K +289 +7%
HH
1211
Hilltop Holdings
Texas
$698K -$39.1K -237 -5%
BMC
1212
Benin Management Corp
Connecticut
$698K +$16.5K +100 +2%
AP
1213
Adero Partners
California
$698K +$825 +5 +0.1%
HWA
1214
Heritage Wealth Advisors
Virginia
$694K
CWS
1215
Cypress Wealth Services
California
$694K -$17.7K -107 -2%
SWM
1216
SeaCrest Wealth Management
New York
$691K +$41.7K +253 +6%
EAM
1217
Evanson Asset Management
California
$691K +$165 +1 +0%
WA
1218
WBH Advisory
Maryland
$687K +$687K +4,163 New
EWM
1219
Evermay Wealth Management
Virginia
$686K +$990 +6 +0.1%
Point72 Asset Management
1220
Point72 Asset Management
Connecticut
$685K -$14.9M -90,161 -96%
ICP
1221
Interchange Capital Partners
Pennsylvania
$685K +$685K +4,155 New
MWM
1222
Meridian Wealth Management
Kentucky
$682K -$7.09K -43 -1%
BIM
1223
Baldwin Investment Management
Pennsylvania
$678K +$13.2K +80 +2%
SFG
1224
Summit Financial Group
West Virginia
$678K
FNBOH
1225
First National Bank of Hutchinson
Kansas
$676K +$41.1K +249 +6%