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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 %
EI
1276
Ellevest Inc
New York
$928K +$51.7K +227 +6%
WA
1277
WBH Advisory
Maryland
$925K +$3.19K +14 +0.3%
CRC
1278
Curi RMB Capital
Illinois
$925K +$86.3K +379 +10%
FCP
1279
Fidelis Capital Partners
Florida
$924K +$266K +1,169 +40%
MFF
1280
Mango Five Family
Nevada
$923K
EWM
1281
Evermay Wealth Management
Virginia
$920K -$18.2K -80 -2%
MAM
1282
Morse Asset Management
Connecticut
$920K
IIM
1283
Ipswich Investment Management
Massachusetts
$919K +$72.9K +320 +9%
ANBT
1284
American National Bank & Trust
Texas
$917K +$86.5K +380 +10%
CA
1285
Centerpoint Advisors
Massachusetts
$908K +$17.1K +75 +2%
EAM
1286
Evanson Asset Management
California
$908K -$47.6K -209 -5%
SIC
1287
Salem Investment Counselors
North Carolina
$906K +$5.69K +25 +0.6%
PO
1288
Private Ocean
California
$900K +$150K +658 +20%
AC
1289
ASB Consultores
Florida
$899K +$549K +2,410 +156%
ARA
1290
Alexander Randolph Advisory
Virginia
$897K -$45.8K -201 -5%
WCF
1291
West Coast Financial
California
$894K +$11.4K +50 +1%
FWTB
1292
First Western Trust Bank
Colorado
$893K -$19.4K -85 -2%
CANC
1293
Culbertson A N & Co
Virginia
$891K
BWM
1294
BigSur Wealth Management
Florida
$888K
MWM
1295
Modern Wealth Management
Kansas
$886K +$66.5K +292 +8%
SMH
1296
Sanders Morris Harris
Texas
$886K
NLP
1297
Next Level Private
New York
$885K +$395K +1,735 +81%
KWA
1298
Kingswood Wealth Advisors
California
$882K +$460K +2,020 +109%
OC
1299
Oakworth Capital
Alabama
$882K -$5.69K -25 -0.6%
CAL
1300
Capital Analysts LLC
Pennsylvania
$879K +$1.37K +6 +0.2%