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American Express

2,170 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 332 funds opening new positions, 710 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,170
Holders Change
+187
Holders Change %
+9.43%
% of All Funds
31.81%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.86%
New
332
Increased
710
Reduced
803
Closed
111
Calls
$2B
Puts
$2.4B
Net Calls
-$392M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
1476
Accent Capital Management
Ohio
$468K +$468K +2,500 New
SPWG
1477
Sage Private Wealth Group
Illinois
$466K +$69.1K +369 +17%
GAM
1478
Garrison Asset Management
Arkansas
$465K -$14.1K -75 -3%
AO
1479
Advisor OS
Illinois
$465K +$63.3K +338 +16%
AIM
1480
Achmea Investment Management
Netherlands
$464K -$3.2M -17,106 -87%
PWMG
1481
Prestige Wealth Management Group
New Jersey
$462K +$37.8K +202 +9%
CAM
1482
Covenant Asset Management
New Jersey
$461K
MFT
1483
Moisand Fitzgerald Tamayo
Florida
$459K -$1.31K -7 -0.3%
MPPLM
1484
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$459K +$8.43K +45 +2%
RHAM
1485
Round Hill Asset Management
California
$458K
FFA
1486
Founders Financial Alliance
North Carolina
$458K +$50.6K +270 +12%
SCA
1487
Stonebridge Capital Advisors
Minnesota
$457K +$80.9K +432 +22%
LAM
1488
Lewis Asset Management
California
$456K +$456K +2,435 New
BG
1489
Benedetti & Gucer
Georgia
$456K -$7.87K -42 -2%
BOM
1490
Bank of Marin
California
$455K +$141K +755 +45%
Capstone Investment Advisors
1491
Capstone Investment Advisors
New York
$455K -$3.13M -16,718 -87%
APIM
1492
Agate Pass Investment Management
Washington
$453K -$93.7K -500 -17%
LFG
1493
Larson Financial Group
Missouri
$453K +$1.12K +6 +0.2%
SRC
1494
Shufro Rose & Co
New York
$452K
WIM
1495
Wittenberg Investment Management
Massachusetts
$451K
HCM
1496
Howland Capital Management
Massachusetts
$451K -$3.19K -17 -0.7%
LIA
1497
LS Investment Advisors
Michigan
$451K
CIM
1498
Confluence Investment Management
Missouri
$450K
ACM
1499
AUA Capital Management
Pennsylvania
$450K
9WM
1500
9258 Wealth Management
Ohio
$449K