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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 %
ICG
1426
InterOcean Capital Group
Tennessee
$656K -$84K -369 -11%
LWM
1427
LongView Wealth Management
Georgia
$656K -$76.1K -334 -10%
DF
1428
Donoghue Forlines
Massachusetts
$656K -$156K -686 -19%
KAM
1429
Knightsbridge Asset Management
California
$655K
FW
1430
FirstPurpose Wealth
Utah
$654K -$22.4K -103 -3%
CB
1431
Centennial Bank
Arkansas
$653K
BHB
1432
Bank Hapoalim BM
Israel
$653K -$4.55K -20 -0.7%
KCPG
1433
Kavar Capital Partners Group
Kansas
$653K +$653K +2,867 New
JWBC
1434
John W. Bristol & Co
New York
$649K
MW
1435
Marcum Wealth
Ohio
$649K +$41.4K +182 +7%
NP
1436
Nilsine Partners
Colorado
$647K -$19.6K -86 -3%
BB
1437
Burford Brothers
Texas
$647K +$55.3K +243 +9%
CBT
1438
CoreFirst Bank & Trust
Kansas
$643K -$5.69K -25 -0.9%
QPWM
1439
Quadrant Private Wealth Management
Pennsylvania
$642K -$24.4K -107 -4%
ME
1440
McIlrath & Eck
Washington
$638K
KA
1441
Kearns & Associates
California
$638K
MIM
1442
Meridiem Investment Management
United Kingdom
$638K
GLLW
1443
Graves Light Lenhart Wealth
Virginia
$634K
FFA
1444
Fortune Financial Advisors
Kansas
$634K -$13.7K -60 -2%
AC
1445
Avestar Capital
New York
$633K +$173K +760 +38%
SB
1446
Strategic Blueprint
Georgia
$631K -$37.6K -165 -6%
Bank Julius Baer & Co
1447
Bank Julius Baer & Co
Switzerland
$630K -$701K -3,080 -53%
HDIM
1448
Hanson & Doremus Investment Management
Vermont
$630K -$13.4K -59 -2%
PWM
1449
Partnership Wealth Management
Maryland
$627K +$911 +4 +0.1%
GWANC
1450
Guardian Wealth Advisors (North Carolina)
North Carolina
$626K +$17.5K +77 +3%