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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 %
LWMM
1401
Legacy Wealth Management (Mississippi)
Mississippi
$683K
AWA
1402
Authentikos Wealth Advisory
California
$683K
APW
1403
Acima Private Wealth
Virginia
$683K
MSS
1404
Mitchell Sinkler & Starr
Pennsylvania
$683K +$159K +700 +30%
QC
1405
Quent Capital
New York
$679K +$77.4K +340 +13%
EIP
1406
Ellis Investment Partners
Pennsylvania
$677K -$227K -999 -25%
EWA
1407
EverSource Wealth Advisors
Alabama
$677K -$4.92K -21 -0.7%
GVAG
1408
Great Valley Advisor Group
Delaware
$674K -$72.6K -319 -10%
GL
1409
Graypoint LLC
New York
$673K +$55.6K +244 +9%
EFG
1410
Embree Financial Group
Illinois
$672K +$1.14K +5 +0.2%
TWM
1411
Tradition Wealth Management
Minnesota
$671K +$228 +1 +0%
AF
1412
Arrow Financial
New York
$668K -$7.97K -35 -1%
USB
1413
Union Savings Bank
Connecticut
$664K -$206K -903 -24%
TYCC
1414
Texas Yale Capital Corp
Florida
$664K +$13.7K +60 +2%
PP
1415
PDS Planning
Ohio
$664K +$38.3K +168 +6%
WPC
1416
Waters Parkerson & Co
Louisiana
$663K +$159K +698 +32%
CA
1417
Cambridge Advisors
Nebraska
$663K
TLCM
1418
Twin Lakes Capital Management
California
$662K +$911 +4 +0.1%
LAI
1419
Legal Advantage Investments
California
$660K -$22.8K -100 -3%
V
1420
VeraBank
Texas
$660K
SAM
1421
Smartleaf Asset Management
Massachusetts
$658K +$166K +727 +34%
KA
1422
Kozak & Associates
Colorado
$657K +$3.62K +15 +0.6%
SFG
1423
Summit Financial Group
West Virginia
$657K
BIG
1424
Brooklyn Investment Group
New York
$657K -$2.28K -10 -0.3%
WWS
1425
Wellington Wealth Strategies
Indiana
$657K +$657K +2,884 New