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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 %
ERIM
1376
Eagle Ridge Investment Management
Connecticut
$715K
WP
1377
Westmount Partners
California
$713K +$5.46K +24 +0.8%
SWS
1378
SYSTM Wealth Solutions
Illinois
$713K -$42.6K -187 -6%
MSWM
1379
McGlone Suttner Wealth Management
Wisconsin
$711K +$168K +739 +31%
EGM
1380
Engineers Gate Manager
New York
$709K -$630K -2,768 -47%
EB
1381
Exchange Bank
California
$708K
PWM
1382
Purus Wealth Management
California
$708K -$4.55K -20 -0.6%
FPCG
1383
Fort Pitt Capital Group
Pennsylvania
$706K -$29.4K -129 -4%
RI
1384
Ridgewood Investments
New Jersey
$704K
ZIG
1385
Zullo Investment Group
Pennsylvania
$704K +$17.5K +77 +3%
PWG
1386
Portside Wealth Group
Utah
$704K -$79.9K -351 -10%
OWA
1387
Outlook Wealth Advisors
Texas
$704K -$61.5K -270 -8%
H
1388
HoyleCohen
California
$703K +$22.8K +100 +3%
ACI
1389
Alpha Cubed Investments
California
$698K +$391K +1,716 +127%
BST
1390
Bath Savings Trust
Maine
$698K +$12.8K +56 +2%
FMN
1391
Financial Management Network
California
$695K -$35.8K -163 -5%
AC
1392
Abbrea Capital
California
$693K
CSPAM
1393
Cary Street Partners Asset Management
Virginia
$692K -$11.4K -50 -2%
EFL
1394
ERn Financial LLC
Wisconsin
$691K
CYG
1395
Clean Yield Group
Vermont
$690K -$22.8K -100 -3%
RMCM
1396
Reynders McVeigh Capital Management
Massachusetts
$688K +$912 +4 +0.1%
MWM
1397
Meridian Wealth Management
Kentucky
$686K -$18K -79 -3%
SWM
1398
SeaCrest Wealth Management
New York
$686K -$143K -629 -17%
VWM
1399
Vivid Wealth Management
Iowa
$684K +$8.43K +37 +1%
SWM
1400
Scissortail Wealth Management
Oklahoma
$683K -$350K -1,539 -34%