AXP icon

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 %
APA
1501
Astoria Portfolio Advisors
New York
$369K +$49.3K +303 +15%
LCM
1502
Laurion Capital Management
New York
$368K +$368K +2,234 New
MAM
1503
Mystic Asset Management
Rhode Island
$368K -$26.4K -160 -7%
WKSWA
1504
White Knight Strategic Wealth Advisors
New Jersey
$367K -$38.8K -235 -10%
CFO
1505
Callan Family Office
Pennsylvania
$366K +$71.4K +433 +24%
WPC
1506
Waters Parkerson & Co
Louisiana
$365K
SFG
1507
Sunburst Financial Group
Alabama
$365K
VWM
1508
Venturi Wealth Management
Texas
$364K -$48K -291 -12%
MLA
1509
My Legacy Advisors
Oregon
$364K +$13.4K +83 +4%
PWW
1510
Pettyjohn Wood & White
Virginia
$363K
DDPIC
1511
Deroy & Devereaux Private Investment Counsel
Michigan
$363K
GA
1512
GraniteShares Advisors
New York
$363K +$363K +2,200 New
FFS
1513
Founders Financial Securities
Maryland
$362K +$362K +2,197 New
HBW
1514
Hazlett, Burt & Watson
West Virginia
$362K +$38.6K +234 +12%
TIA
1515
Tiemann Investment Advisors
California
$361K +$14.4K +87 +4%
CIM
1516
Contravisory Investment Management
Massachusetts
$361K -$15.7K -95 -4%
CCWM
1517
Cassaday & Co Wealth Management
Virginia
$360K +$34.6K +210 +11%
MWM
1518
Merriman Wealth Management
Washington
$360K +$360K +2,180 New
Kayne Anderson Rudnick Investment Management
1519
Kayne Anderson Rudnick Investment Management
California
$358K
RPC
1520
Rossmore Private Capital
Connecticut
$358K -$1.49K -9 -0.4%
PWMG
1521
Provence Wealth Management Group
California
$357K +$75.9K +460 +27%
YC
1522
Yarbrough Capital
Tennessee
$356K +$4.78K +29 +1%
FCM
1523
Fairbanks Capital Management
California
$356K +$49.5K +300 +16%
GIM
1524
Greylin Investment Management
Virginia
$355K
SPWG
1525
Sage Private Wealth Group
Illinois
$354K -$24.4K -148 -6%