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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 %
TIA
1501
Traphagen Investment Advisors
New Jersey
$572K +$455 +2 +0.1%
EFSCE
1502
Enterprise Financial Services Corp (EFSC)
Missouri
$572K -$54.9K -241 -9%
PVM
1503
Palogic Value Management
Texas
$571K
FMLI
1504
Fukoku Mutual Life Insurance
Japan
$570K
ACM
1505
Accent Capital Management
Ohio
$569K
PWP
1506
Pursue Wealth Partners
California
$569K
TAM
1507
Trillium Asset Management
Massachusetts
$569K -$424K -1,863 -43%
RCG
1508
Regatta Capital Group
California
$569K -$16.2K -71 -3%
SCM
1509
Sage Capital Management
New Jersey
$568K -$2.96K -13 -0.5%
T
1510
TOBAM
France
$565K -$192K -844 -25%
AIM
1511
Achmea Investment Management
Netherlands
$565K
LFA
1512
Legacy Financial Advisors
Kentucky
$562K +$28.2K +124 +5%
CAM
1513
Covenant Asset Management
New Jersey
$560K
BG
1514
Benedetti & Gucer
Georgia
$554K
SCA
1515
Stonebridge Capital Advisors
Minnesota
$554K -$1.14K -5 -0.2%
SC
1516
Sapient Capital
Indiana
$553K -$66.7K -293 -11%
CCA
1517
Childress Capital Advisors
Texas
$553K -$22.3K -98 -4%
FA
1518
FDx Advisors
Illinois
$553K -$655K -2,876 -54%
CCG
1519
Catalina Capital Group
California
$550K +$295K +1,295 +116%
TW
1520
TritonPoint Wealth
Maryland
$549K -$283K -1,333 -34%
ACM
1521
AUA Capital Management
Pennsylvania
$549K +$2.73K +12 +0.5%
WIM
1522
Wittenberg Investment Management
Massachusetts
$549K
MMG
1523
Monetary Management Group
Missouri
$548K +$75.6K +332 +16%
LIA
1524
LS Investment Advisors
Michigan
$548K
CIM
1525
Confluence Investment Management
Missouri
$548K +$1.14K +5 +0.2%