AXP icon

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 %
PWM
1251
Proathlete Wealth Management
Florida
$983K -$23.2K -102 -2%
SWM
1252
Spire Wealth Management
Virginia
$983K +$9.56K +42 +1%
CMANY
1253
Capital Management Associates (New York)
New York
$981K -$196K -862 -17%
RDWM
1254
Red Door Wealth Management
Tennessee
$979K
LGA
1255
Lebenthal Global Advisors
New York
$977K +$46.7K +205 +5%
MWA
1256
Midland Wealth Advisors
Illinois
$975K -$455 -2 -0%
SP
1257
Symmetry Partners
Connecticut
$970K
APC
1258
Aspire Private Capital
North Carolina
$969K +$108K +473 +13%
BMC
1259
Benin Management Corp
Connecticut
$969K +$29.6K +130 +3%
BTI
1260
Blue Trust Inc
Georgia
$966K +$195K +856 +25%
CGL
1261
Clarius Group LLC
Washington
$965K -$144K -633 -13%
BAAM
1262
Baker Avenue Asset Management
California
$965K -$130K -572 -12%
BFM
1263
Boston Financial Management
Massachusetts
$964K +$63.8K +280 +7%
AP
1264
Adero Partners
California
$962K +$1.37K +6 +0.1%
WSC
1265
Wellington Shields & Co
New York
$961K -$22.8K -100 -2%
LWM
1266
Lyell Wealth Management
California
$957K
VI
1267
Versor Investments
New York
$957K -$45.1K -198 -5%
PSFG
1268
Prairie Sky Financial Group
Illinois
$952K
EFS
1269
Essex Financial Services
Connecticut
$949K +$56.7K +249 +6%
AIM
1270
Alhambra Investment Management
Florida
$948K -$20.5K -90 -2%
GI
1271
GAMMA Investing
California
$948K +$92.9K +408 +11%
Koshinski Asset Management
1272
Koshinski Asset Management
Illinois
$941K +$24.4K +107 +3%
HGERS
1273
Householder Group Estate & Retirement Specialist
Arizona
$939K -$21.9K -96 -2%
BIM
1274
Baldwin Investment Management
Pennsylvania
$936K
VEA
1275
Virtus ETF Advisers
New York
$929K +$9.11K +40 +1%