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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 %
ARC
1301
Advisor Resource Council
Texas
$549K +$49.4K +305 +10%
MWA
1302
Meridian Wealth Advisors
Texas
$548K
HFM
1303
Hartford Financial Management
Connecticut
$545K -$660 -4 -0.1%
CHP
1304
Cable Hill Partners
Oregon
$544K +$10.1K +61 +2%
DA
1305
Doliver Advisors
Texas
$544K +$22.3K +135 +4%
H
1306
HoyleCohen
California
$541K +$6.76K +41 +1%
CWM
1307
Congress Wealth Management
Massachusetts
$540K -$75.6K -458 -12%
SAM
1308
SignalPoint Asset Management
Missouri
$538K -$3.14K -19 -0.6%
PGH
1309
Partners Group Holding
Switzerland
$536K
Wealth Enhancement Advisory Services
1310
Wealth Enhancement Advisory Services
Minnesota
$534K +$534K +3,238 New
CRC
1311
Curi RMB Capital
Illinois
$533K -$16.5K -100 -3%
CSPAM
1312
Cary Street Partners Asset Management
Virginia
$533K -$53.6K -325 -9%
MAA
1313
Matrix Asset Advisors
New York
$532K +$74.2K +450 +16%
FPCG
1314
Fort Pitt Capital Group
Pennsylvania
$532K -$49.5K -300 -9%
TF
1315
Tompkins Financial
New York
$530K
PFM
1316
Parsec Financial Management
North Carolina
$528K -$132K -800 -20%
HA
1317
Herold Advisors
New York
$528K +$16.5K +100 +3%
LJAC
1318
L.J. Altfest & Co
New York
$528K +$36.1K +219 +7%
BWP
1319
BSW Wealth Partners
Colorado
$528K -$8.08K -49 -2%
FP
1320
Factorial Partners
New York
$528K
DAS
1321
Dynamic Advisor Solutions
Arizona
$527K +$200K +1,211 +61%
YDMI
1322
Y.D. More Investments
Israel
$527K -$159K -967 -23%
BIA
1323
Beacon Investment Advisors
Maryland
$526K +$165 +1 +0%
RI
1324
Ridgewood Investments
New Jersey
$524K
TAM
1325
Trillium Asset Management
Massachusetts
$523K -$11.9K -74 -2%