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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 %
BCM
1226
Becker Capital Management
Oregon
$1.02M +$1.02M +4,491 New
FAFN
1227
First Affirmative Financial Network
Colorado
$1.02M -$3.64K -16 -0.4%
MG
1228
Mather Group
Illinois
$1.02M -$86.2K -460 -8%
EIM
1229
Ervin Investment Management
Washington
$1.02M
RFG
1230
RFP Financial Group
Georgia
$1.02M +$4.78K +21 +0.5%
OFS
1231
Orrstown Financial Services
Pennsylvania
$1.02M -$4.78K -21 -0.5%
Connor, Clark & Lunn Investment Management (CC&L)
1232
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.02M +$1.02M +4,473 New
ACM
1233
Advisors Capital Management
New Jersey
$1.02M +$59.2K +260 +6%
BFC
1234
Bedel Financial Consulting
Indiana
$1.02M -$8.42K -37 -0.8%
WA
1235
WealthTrust Axiom
Pennsylvania
$1.01M -$132K -578 -11%
MYIA
1236
Mount Yale Investment Advisors
Colorado
$1.01M +$288K +1,265 +40%
PA
1237
PFG Advisors
Arizona
$1.01M +$108K +473 +12%
IA
1238
IFG Advisors
Missouri
$1.01M +$1.14K +5 +0.1%
RMC
1239
Resources Management Corp
Connecticut
$1.01M -$1.14K -5 -0.1%
SRC
1240
Sage Rhino Capital
California
$1.01M +$48K +211 +5%
LIM
1241
Leavell Investment Management
Alabama
$1.01M -$27.8K -122 -3%
AB
1242
Atlas Brown
Kentucky
$1M +$9.11K +40 +0.9%
BTWM
1243
Baker Tilly Wealth Management
Wisconsin
$1M -$78.6K -345 -7%
CI
1244
Conning Inc
Connecticut
$1M -$27.3K -120 -3%
APP
1245
Avantax Planning Partners
Iowa
$999K +$116K +508 +13%
SC
1246
Schulhoff & Co
Ohio
$995K
GIM
1247
Guardian Investment Management
California
$994K -$56.9K -250 -5%
SAM
1248
Sompo Asset Management
Japan
$993K
BDFN
1249
Bond & Devick Financial Network
Minnesota
$991K
OA
1250
Oxbow Advisors
Texas
$991K