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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 %
TWM
1351
Tanager Wealth Management
United Kingdom
$500K -$43.9K -266 -8%
AI
1352
Accredited Investors
Minnesota
$498K +$825 +5 +0.2%
AIM
1353
Acropolis Investment Management
Missouri
$496K -$7.92K -48 -2%
GWANC
1354
Guardian Wealth Advisors (North Carolina)
North Carolina
$496K +$109K +659 +28%
CB
1355
Centennial Bank
Arkansas
$495K
LWMM
1356
Legacy Wealth Management (Mississippi)
Mississippi
$495K
MIM
1357
Meridiem Investment Management
United Kingdom
$495K -$247K -1,500 -33%
V
1358
VeraBank
Texas
$489K
PCH
1359
PGIM Custom Harvest
New Jersey
$488K -$495 -3 -0.1%
JWM
1360
Jackson Wealth Management
Florida
$487K +$204K +1,235 +72%
JWBC
1361
John W. Bristol & Co
New York
$485K
CA
1362
Cambridge Advisors
Nebraska
$480K
PCM
1363
Penserra Capital Management
California
$478K
CNBTD
1364
Citizens National Bank Trust Department
Mississippi
$478K -$16.5K -100 -3%
TLCM
1365
Twin Lakes Capital Management
California
$477K +$660 +4 +0.1%
BST
1366
Bath Savings Trust
Maine
$474K
TCA
1367
Transcend Capital Advisors
New Jersey
$473K -$62K -376 -12%
ME
1368
McIlrath & Eck
Washington
$472K +$1.65K +10 +0.4%
SFS
1369
Solitude Financial Services
Virginia
$472K +$49.5K +300 +12%
LWM
1370
Laidlaw Wealth Management
New York
$468K +$18.1K +110 +4%
MGI
1371
MayTech Global Investments
New York
$467K
GTAM
1372
Global Trust Asset Management
Florida
$466K +$40.7K +247 +10%
MA
1373
Mezzasalma Advisors
New Jersey
$466K -$6.43K -39 -1%
MFG
1374
Midwest Financial Group
Kansas
$466K +$466K +2,823 New
WP
1375
WMS Partners
Maryland
$465K -$12K -73 -3%