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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 %
BA
1426
Ballast Advisors
Minnesota
$427K -$5.11K -31 -1%
RCG
1427
Regatta Capital Group
California
$426K
MMG
1428
Monetary Management Group
Missouri
$425K -$20.6K -125 -5%
BHIA
1429
Birch Hill Investment Advisors
Massachusetts
$422K -$495K -3,000 -54%
XT
1430
XTX Topco
Cayman Islands
$422K -$1.34M -8,129 -76%
MFT
1431
Moisand Fitzgerald Tamayo
Florida
$422K +$16.5K +100 +4%
DSC
1432
Duncker Streett & Co
Missouri
$421K
BWA
1433
Burt Wealth Advisors
Maryland
$421K +$111K +675 +36%
EDRH
1434
Edmond de Rothschild Holding
Switzerland
$420K +$78.5K +476 +23%
MPPLM
1435
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$419K +$29.2K +177 +7%
NAMP
1436
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$419K +$5.28K +32 +1%
ZIG
1437
Zullo Investment Group
Pennsylvania
$417K +$6.6K +40 +2%
MFA
1438
Mayflower Financial Advisors
Massachusetts
$416K +$8.25K +50 +2%
RHAM
1439
Round Hill Asset Management
California
$416K +$33.8K +205 +9%
MCP
1440
Mirador Capital Partners
California
$416K +$416K +2,522 New
T
1441
TNF
Montana
$415K -$161K -1,000 -28%
AC
1442
Allstate Corporation
Illinois
$415K -$3.61M -21,889 -90%
PVM
1443
Palogic Value Management
Texas
$413K
HDIM
1444
Hanson & Doremus Investment Management
Vermont
$413K -$161K -978 -28%
HIM
1445
Harbour Investment Management
Washington
$412K
AWM
1446
Atticus Wealth Management
Florida
$412K
PWP
1447
Pursue Wealth Partners
California
$412K
VCM
1448
Vigilant Capital Management
Maine
$412K
TIA
1449
Traphagen Investment Advisors
New Jersey
$412K -$11.7K -71 -3%
AC
1450
Addison Capital
Pennsylvania
$411K