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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 %
BSB
1476
Bangor Savings Bank
Maine
$384K +$3.46K +21 +0.9%
PP
1477
PDS Planning
Ohio
$383K +$93.2K +565 +32%
9WM
1478
9258 Wealth Management
Ohio
$382K +$37.3K +226 +11%
DIP
1479
DT Investment Partners
Pennsylvania
$382K
CCA
1480
Cadent Capital Advisors
Oklahoma
$381K +$165 +1 +0%
PTC
1481
Petrus Trust Company
Texas
$381K +$381K +2,312 New
LFAS
1482
Level Four Advisory Services
Texas
$380K +$49.3K +299 +15%
MBTD
1483
Mechanics Bank - Trust Department
California
$379K
CHAM
1484
Clear Harbor Asset Management
Connecticut
$379K
OPOWM
1485
One Plus One Wealth Management
Florida
$379K
IAN
1486
Integrated Advisors Network
Texas
$378K -$23.6K -143 -6%
MSA
1487
Marino Stram & Associates
Massachusetts
$377K +$1.82K +11 +0.5%
MRCM
1488
M&R Capital Management
New Jersey
$377K -$1.49K -9 -0.4%
WA
1489
Waverly Advisors
Alabama
$376K +$125K +760 +50%
BHWM
1490
Bar Harbor Wealth Management
New Hampshire
$376K -$9.07K -55 -2%
TFA
1491
Toth Financial Advisory
Virginia
$375K +$31.5K +191 +9%
PGAM
1492
Princeton Global Asset Management
New Jersey
$374K +$165 +1 +0%
RMCM
1493
Reynders McVeigh Capital Management
Massachusetts
$374K +$4.12K +25 +1%
ATFA
1494
All Terrain Financial Advisors
Minnesota
$373K
ESB
1495
Essex Savings Bank
Connecticut
$371K -$2.14K -13 -0.6%
FWIA
1496
Fort Washington Investment Advisors
Ohio
$371K
WA
1497
Wealth Architects
California
$371K -$4.29K -26 -1%
OAM
1498
Oak Asset Management
California
$370K
GSC
1499
G&S Capital
Colorado
$370K -$58.9K -357 -14%
QPW
1500
Quantum Private Wealth
Florida
$369K