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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 %
CWM
1326
Cornerstone Wealth Management
Missouri
$810K +$12.8K +56 +2%
BWP
1327
BSW Wealth Partners
Colorado
$810K +$62.2K +273 +8%
AF
1328
Alerus Financial
North Dakota
$808K -$3.64K -16 -0.4%
LCM
1329
Lazari Capital Management
California
$804K -$22.8K -100 -3%
HBT
1330
Hills Bank & Trust
Iowa
$803K -$455 -2 -0.1%
NA
1331
Navellier & Associates
Nevada
$803K
LW
1332
Linscomb Wealth
Texas
$799K -$75.1K -330 -9%
LA
1333
LVW Advisors
New York
$793K +$8.88K +39 +1%
CWM
1334
Congress Wealth Management
Massachusetts
$792K -$1.5M -6,568 -65%
UAML
1335
US Asset Management LLC
Pennsylvania
$787K -$11.2K -49 -1%
CAM
1336
Cidel Asset Management
Ontario, Canada
$784K -$29.1K -128 -4%
CTC
1337
Cetera Trust Company
Minnesota
$782K
RWS
1338
Resolute Wealth Strategies
Mississippi
$779K -$47.8K -210 -6%
AG
1339
AlTi Global
New York
$779K +$469K +2,059 +151%
RIA
1340
Richwood Investment Advisors
Ohio
$777K -$228 -1 -0%
PL
1341
Plancorp LLC
Missouri
$776K +$24.4K +107 +3%
MFG
1342
MidWestOne Financial Group
Iowa
$775K
TWM
1343
Tanager Wealth Management
United Kingdom
$771K +$47.6K +209 +7%
Wolverine Trading
1344
Wolverine Trading
Illinois
$768K -$405K -1,778 -35%
CIC
1345
Carnegie Investment Counsel
Ohio
$766K -$51.2K -225 -6%
PTC
1346
Philadelphia Trust Company
Pennsylvania
$764K
AIM
1347
Aspen Investment Management
Michigan
$764K +$7.74K +34 +1%
IAIM
1348
International Assets Investment Management
Florida
$764K -$11.7M -51,476 -94%
KA
1349
Kovack Advisors
Florida
$763K +$61.5K +270 +9%
CWG
1350
Cornerstone Wealth Group
North Carolina
$762K +$75.6K +332 +11%