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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 %
WP
1526
WMS Partners
Maryland
$547K +$13.9K +61 +3%
AA
1527
Auxano Advisors
Washington
$547K +$86.7K +381 +19%
WIA
1528
Westbourne Investment Advisors
Maryland
$546K
DIP
1529
DT Investment Partners
Pennsylvania
$546K
HCM
1530
Howland Capital Management
Massachusetts
$543K -$5.01K -22 -0.9%
MAM
1531
McLean Asset Management
Virginia
$543K -$3.74K -17 -0.7%
BA
1532
Ballast Advisors
Minnesota
$542K -$29.6K -130 -5%
WCG
1533
Weaver Consulting Group
California
$541K
EFG
1534
Everhart Financial Group
Ohio
$541K +$107K +472 +25%
PGAM
1535
Princeton Global Asset Management
New Jersey
$539K +$23K +101 +4%
1WM
1536
1858 Wealth Management
Ohio
$539K
CST
1537
Charles Schwab Trust
Nevada
$536K +$23K +101 +4%
MSA
1538
Marino Stram & Associates
Massachusetts
$536K +$1.59K +7 +0.3%
9WM
1539
9258 Wealth Management
Ohio
$535K -$10.7K -47 -2%
DDPIC
1540
Deroy & Devereaux Private Investment Counsel
Michigan
$535K
MFT
1541
Moisand Fitzgerald Tamayo
Florida
$532K -$25.3K -111 -5%
AC
1542
Allstate Corporation
Illinois
$531K -$4.55K -20 -0.9%
SLA
1543
Silver Lake Advisory
Utah
$527K +$527K +2,315 New
WCFA
1544
Walkner Condon Financial Advisors
Wisconsin
$526K +$37.1K +163 +8%
OPOWM
1545
One Plus One Wealth Management
Florida
$524K
HC
1546
Hamilton Capital
Ohio
$523K -$112K -494 -18%
RPC
1547
Rossmore Private Capital
Connecticut
$523K +$32.1K +141 +7%
SPWG
1548
Sage Private Wealth Group
Illinois
$522K -$43.7K -192 -8%
SFG
1549
Sunburst Financial Group
Alabama
$519K
EDRH
1550
Edmond de Rothschild Holding
Switzerland
$517K +$64.2K +282 +14%