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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 %
LA
1351
Lifeworks Advisors
Michigan
$762K -$29.8K -131 -4%
DWM
1352
Defined Wealth Management
Oregon
$762K -$18.7K -82 -2%
BB
1353
Bell Bank
North Dakota
$758K +$758K +3,327 New
GWA
1354
Gratus Wealth Advisors
Virginia
$757K +$393K +1,805 +108%
ACGA
1355
Atlanta Consulting Group Advisors
Georgia
$756K +$756K +3,318 New
GA
1356
Geller Advisors
New York
$753K +$16.2K +71 +2%
HFM
1357
Hartford Financial Management
Connecticut
$749K
MS
1358
Maven Securities
Jersey
$749K +$749K +3,288 New
IA
1359
IFP Advisors
Florida
$748K +$35.5K +156 +5%
KFS
1360
Kurt F. Somerville
$748K
SIC
1361
Sigma Investment Counselors
Michigan
$745K
SFI
1362
SPC Financial Inc
Maryland
$745K
AWA
1363
Aaron Wealth Advisors
Illinois
$744K +$73.3K +322 +11%
FFA
1364
First Foundation Advisors
California
$743K +$50.1K +220 +7%
CIS
1365
Custom Index Systems
New York
$739K +$51.9K +228 +8%
MAA
1366
Matrix Asset Advisors
New York
$735K
TF
1367
Tompkins Financial
New York
$732K
SAM
1368
SignalPoint Asset Management
Missouri
$730K +$228 +1 +0%
TCM
1369
Teza Capital Management
Illinois
$728K -$1.27M -5,577 -64%
CC
1370
Cipher Capital
New York
$727K +$324K +1,422 +80%
LJAC
1371
L.J. Altfest & Co
New York
$727K -$11.2K -49 -2%
AFG
1372
Atomi Financial Group
New York
$727K +$105K +462 +17%
FIBT
1373
First International Bank & Trust
North Dakota
$725K +$58.3K +256 +9%
PHS
1374
Pekin Hardy Strauss
Illinois
$723K +$85.4K +375 +13%
OW
1375
Olistico Wealth
Oklahoma
$716K +$229K +1,004 +47%