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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 %
MIP
1451
Marietta Investment Partners
Wisconsin
$626K
DA
1452
Doliver Advisors
Texas
$626K -$30.1K -132 -5%
MFA
1453
Millington Financial Advisors
Illinois
$621K
T
1454
TNF
Montana
$621K
MFG
1455
Midwest Financial Group
Kansas
$620K
TSWM
1456
Triangle Securities Wealth Management
North Carolina
$617K
BHWM
1457
Bar Harbor Wealth Management
New Hampshire
$617K +$139K +612 +29%
MA
1458
MCF Advisors
Kentucky
$616K -$276K -1,211 -31%
FFA
1459
Farther Finance Advisors
California
$616K +$89.4K +393 +17%
AIM
1460
Athena Investment Management
California
$615K -$16.6K -73 -3%
SWA
1461
Stratos Wealth Advisors
Ohio
$615K +$112K +491 +22%
RW
1462
REDW Wealth
New Mexico
$614K +$9.56K +42 +2%
PCG
1463
PFC Capital Group
California
$614K
SMA
1464
Sage Mountain Advisors
Georgia
$612K +$12.1K +53 +2%
CTWM
1465
Cherry Tree Wealth Management
Minnesota
$609K
AO
1466
Advisor OS
Illinois
$609K +$43.9K +193 +8%
TIA
1467
Tiemann Investment Advisors
California
$604K -$5.69K -25 -0.9%
PFGIA
1468
Patriot Financial Group Insurance Agency
Massachusetts
$603K +$25.3K +111 +4%
OF
1469
Outfitter Financial
Maine
$598K +$598K +2,625 New
I
1470
InceptionR
California
$595K +$595K +2,614 New
ARC
1471
Advisor Resource Council
Texas
$593K +$593K +3,167 New
LC
1472
Lindbrook Capital
California
$593K +$94.3K +414 +19%
PTB
1473
Pioneer Trust Bank
Oregon
$592K
WC
1474
Wexford Capital
Florida
$592K
LFM
1475
LGT Fund Management
Liechtenstein
$592K