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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 %
CAMG
1301
CWA Asset Management Group
Florida
$874K +$99K +435 +13%
AI
1302
Accredited Investors
Minnesota
$872K +$19.4K +85 +2%
MIM
1303
MTM Investment Management
South Carolina
$872K
MFA
1304
Mayflower Financial Advisors
Massachusetts
$869K +$108K +473 +14%
OCM
1305
Orleans Capital Management
Louisiana
$869K +$99K +435 +13%
RGI
1306
River Global Investors
United Kingdom
$866K -$9.79K -43 -1%
SFS
1307
Solitude Financial Services
Virginia
$864K +$32.6K +143 +4%
SB
1308
Sunflower Bank
Texas
$863K
CP
1309
Canopy Partners
Ohio
$859K +$67.6K +297 +9%
TFS
1310
Thoroughbred Financial Services
Tennessee
$856K -$1.02M -4,467 -54%
PSB
1311
Passumpsic Savings Bank
Vermont
$850K +$850K +3,734 New
HFM
1312
Harvest Fund Management
China
$846K +$838K +3,680 +10,222%
BCG
1313
Breakwater Capital Group
New Jersey
$844K +$6.6K +29 +0.8%
DIM
1314
Delta Investment Management
California
$836K -$20.3K -89 -2%
PGCM
1315
Prescott Group Capital Management
Oklahoma
$834K
BDA
1316
Borer Denton & Associates
Pennsylvania
$834K +$30.7K +135 +4%
BAM
1317
Belpointe Asset Management
Nevada
$833K +$220K +968 +36%
LP
1318
LGL Partners
Pennsylvania
$832K +$228 +1 +0%
FF
1319
Friedenthal Financial
New Jersey
$832K +$832K +3,653 New
AWM
1320
Aries Wealth Management
Maine
$823K -$7.97K -35 -1%
ECM
1321
Estabrook Capital Management
New York
$822K -$92.2K -405 -10%
SC
1322
Saybrook Capital
North Carolina
$820K
OAM
1323
Oak Asset Management
California
$815K
HWA
1324
Heritage Wealth Advisors
Virginia
$811K
WB
1325
WesBanco Bank
West Virginia
$810K +$117K +512 +17%