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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 %
APC
1276
Aspire Private Capital
North Carolina
$583K -$72.1K -437 -11%
SLF
1277
Sun Life Financial
Ontario, Canada
$582K
UAML
1278
US Asset Management LLC
Pennsylvania
$582K -$2.15K -13 -0.4%
SIC
1279
Sigma Investment Counselors
Michigan
$582K
CIA
1280
Capital Investment Advisors
Georgia
$582K -$139K -842 -19%
CWM
1281
Cornerstone Wealth Management
Missouri
$581K +$581K +3,522 New
APIM
1282
Agate Pass Investment Management
Washington
$580K
TW
1283
Transform Wealth
Colorado
$579K -$24.7K -150 -4%
PO
1284
Private Ocean
California
$576K +$33.8K +205 +6%
MFG
1285
Magnus Financial Group
New York
$575K +$62.2K +377 +12%
BCG
1286
Breakwater Capital Group
New Jersey
$569K +$9.73K +59 +2%
DWM
1287
Defined Wealth Management
Oregon
$568K
SXL
1288
Summit X LLC
Missouri
$567K -$18.3K -111 -3%
SGI
1289
Summit Global Investments
Utah
$562K +$38.4K +233 +7%
SRAM
1290
Spouting Rock Asset Management
Pennsylvania
$562K
MFG
1291
MidWestOne Financial Group
Iowa
$561K +$102K +618 +22%
AF
1292
Arrow Financial
New York
$561K -$3.3K -20 -0.6%
BJL
1293
Brighton Jones LLC
Washington
$561K -$5.28K -32 -0.9%
CIC
1294
Carnegie Investment Counsel
Ohio
$558K +$21.6K +131 +4%
ECU
1295
Eisler Capital (US)
New York
$555K +$555K +3,364 New
PTC
1296
Philadelphia Trust Company
Pennsylvania
$554K -$41.3K -250 -7%
LCM
1297
Landscape Capital Management
New Jersey
$554K -$223K -1,350 -29%
CBT
1298
CoreFirst Bank & Trust
Kansas
$553K -$13.2K -80 -2%
PWM
1299
Purus Wealth Management
California
$551K -$10.9K -66 -2%
OTL
1300
Oak Thistle LLC
New York
$550K +$550K +3,334 New