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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 %
SWM
1526
Silverlake Wealth Management
Vermont
$353K -$19K -115 -5%
SFG
1527
StrategIQ Financial Group
Indiana
$353K +$4.78K +29 +1%
DCM
1528
Donaldson Capital Management
Indiana
$353K
CWG
1529
Cornerstone Wealth Group
North Carolina
$353K
TA
1530
Trellis Advisors
Washington
$352K +$17.3K +105 +5%
FCP
1531
Fidelis Capital Partners
Florida
$352K +$352K +2,307 New
AWE
1532
Avidian Wealth Enterprises
Texas
$351K +$6.1K +37 +2%
EFG
1533
Everhart Financial Group
Ohio
$349K +$86.3K +523 +33%
APP
1534
Avantax Planning Partners
Iowa
$348K -$9.24K -56 -3%
AWM
1535
Aberdeen Wealth Management
Illinois
$348K -$18.1K -110 -5%
HA
1536
HC Advisors
Georgia
$348K +$165 +1 +0%
NA
1537
Navellier & Associates
Nevada
$346K -$16.5K -100 -5%
LAI
1538
Legal Advantage Investments
California
$346K +$346K +2,100 New
PFS
1539
Physicians Financial Services
North Carolina
$341K
HIG
1540
Heritage Investment Group
Florida
$341K +$82K +498 +32%
OWM
1541
OneAscent Wealth Management
Alabama
$341K +$94.6K +573 +38%
WCM
1542
Whitener Capital Management
North Carolina
$340K
RCA
1543
Ranch Capital Advisors
Florida
$339K
LSPW
1544
Lake Street Private Wealth
Illinois
$338K +$15.5K +94 +5%
CST
1545
Charles Schwab Trust
Nevada
$338K
MFC
1546
Mechanics Financial Corp
Ohio
$338K
BCM
1547
Blume Capital Management
California
$338K +$63.7K +386 +23%
RWPA
1548
Richard W. Paul & Associates
Michigan
$337K -$22.9K -139 -6%
FPFS
1549
First Personal Financial Services
North Carolina
$337K -$24.7K -150 -7%
DP
1550
Dearborn Partners
Illinois
$337K +$13.4K +81 +4%