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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 %
UAM
1326
UAS Asset Management
New York
$523K +$523K +3,170 New
AIM
1327
Aspen Investment Management
Michigan
$521K
ERIM
1328
Eagle Ridge Investment Management
Connecticut
$518K +$18.1K +110 +4%
CAMG
1329
CWA Asset Management Group
Florida
$517K +$253K +1,533 +96%
CYG
1330
Clean Yield Group
Vermont
$517K
FW
1331
FirstPurpose Wealth
Utah
$516K +$13.4K +81 +3%
PA
1332
Procyon Advisors
Connecticut
$516K +$155K +938 +43%
HC
1333
Hamilton Capital
Ohio
$514K -$19.8K -120 -4%
APW
1334
Acima Private Wealth
Virginia
$513K +$9.24K +56 +2%
BC
1335
Burney Company
Virginia
$511K -$16.5K -100 -3%
AWA
1336
Arkadios Wealth Advisors
Georgia
$510K -$53.8K -326 -10%
WP
1337
Westmount Partners
California
$510K +$990 +6 +0.2%
ZF
1338
Zhang Financial
Michigan
$510K +$91.7K +556 +22%
AFC
1339
AFT Forsyth & Company
Florida
$509K +$2.47K +15 +0.5%
PL
1340
Plancorp LLC
Missouri
$508K +$31.8K +193 +7%
SAM
1341
Sompo Asset Management
Japan
$506K +$18.1K +110 +4%
AWS
1342
Aspen Wealth Strategies
Colorado
$506K -$4.95K -30 -1%
FMN
1343
Financial Management Network
California
$506K -$18.5K -114 -4%
SIM
1344
Sentry Investment Management
Wisconsin
$505K -$401K -2,434 -44%
SRC
1345
Shufro Rose & Co
New York
$505K
BDA
1346
Borer Denton & Associates
Pennsylvania
$503K +$1.16K +7 +0.2%
OWA
1347
Outlook Wealth Advisors
Texas
$503K -$2.97K -18 -0.6%
CPIG
1348
Chicago Partners Investment Group
Illinois
$501K +$125K +778 +33%
EFL
1349
ERn Financial LLC
Wisconsin
$501K +$9.9K +60 +2%
SWM
1350
Scissortail Wealth Management
Oklahoma
$500K +$500K +3,034 New