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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 %
FMLI
1251
Fukoku Mutual Life Insurance
Japan
$621K
JWCA
1252
J.W. Coons Advisors
Ohio
$621K
LAM
1253
L2 Asset Management
Massachusetts
$621K +$339K +2,056 +120%
MA
1254
MCF Advisors
Kentucky
$614K -$11.2K -68 -2%
BA
1255
Birinyi Associates
Connecticut
$613K -$1.16M -7,035 -65%
GBT
1256
Grove Bank & Trust
Florida
$610K +$16K +97 +3%
GWM
1257
Gitterman Wealth Management
New Jersey
$605K
AWM
1258
Aries Wealth Management
Maine
$604K
PGCM
1259
Prescott Group Capital Management
Oklahoma
$604K
PTP
1260
Platform Technology Partners
New York
$604K +$165 +1 +0%
LP
1261
LGL Partners
Pennsylvania
$601K +$165 +1 +0%
EI
1262
Ellevest Inc
New York
$599K +$94.7K +574 +19%
HBT
1263
Hills Bank & Trust
Iowa
$599K
FAFN
1264
First Affirmative Financial Network
Colorado
$598K +$24.1K +146 +4%
RWS
1265
Resolute Wealth Strategies
Mississippi
$597K +$597K +3,616 New
SC
1266
Saybrook Capital
North Carolina
$594K
KA
1267
Kovack Advisors
Florida
$590K -$13.9K -84 -2%
EF
1268
Empowered Funds
Pennsylvania
$589K -$896K -5,434 -60%
FCCM
1269
First City Capital Management
Georgia
$589K -$4.84K -30 -0.8%
IIM
1270
Ipswich Investment Management
Massachusetts
$588K -$16.5K -100 -3%
RIA
1271
Richwood Investment Advisors
Ohio
$588K -$165 -1 -0%
KFS
1272
Kurt F. Somerville
$586K -$45.4K -275 -7%
CTA
1273
Colonial Trust Advisors
South Carolina
$584K -$1.5M -9,105 -72%
ACS
1274
Archford Capital Strategies
Illinois
$584K +$14.8K +92 +3%
PFGIA
1275
Patriot Financial Group Insurance Agency
Massachusetts
$584K +$51.3K +311 +10%