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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 %
CT
1551
Columbia Trust
Oregon
$337K -$7.92K -48 -2%
MSWM
1552
McGlone Suttner Wealth Management
Wisconsin
$336K +$77.7K +471 +30%
KMWM
1553
Keudell/Morrison Wealth Management
Oregon
$336K
WA
1554
Waddell & Associates
Tennessee
$336K -$4.29K -26 -1%
AMG
1555
Advisors Management Group
Wisconsin
$336K -$1.65K -10 -0.5%
PWA
1556
Phoenix Wealth Advisors
North Carolina
$336K -$160K -969 -32%
SCA
1557
Stonebridge Capital Advisors
Minnesota
$336K
RZH
1558
Relyea Zuckerberg Hanson
Connecticut
$336K +$20.8K +126 +7%
CBT
1559
Central Bank & Trust
Kentucky
$335K
LFA
1560
Legacy Financial Advisors
Kentucky
$334K +$40.7K +247 +14%
CCG
1561
Cypress Capital Group
Florida
$332K
TNB
1562
Thomasville National Bank
Georgia
$331K -$5.77K -35 -2%
FBB
1563
Fulton Breakefield Broenniman
Maryland
$331K -$22.6K -137 -6%
MCM
1564
Magnolia Capital Management
New York
$330K
MPIA
1565
Mountain Pacific Investment Advisers
Idaho
$330K
HA
1566
Harbor Advisors
Florida
$330K
CIA
1567
Caerus Investment Advisors
Texas
$330K
CP
1568
Cumberland Partners
Ontario, Canada
$330K +$330K +2,000 New
GWS
1569
Glassman Wealth Services
Virginia
$329K -$30.2K -183 -8%
CD
1570
Chapin Davis
Maryland
$328K -$21.6K -131 -6%
BWP
1571
Balboa Wealth Partners
Arizona
$328K +$91.5K +555 +39%
RWB
1572
RMR Wealth Builders
New Jersey
$326K -$7.92K -48 -2%
FA
1573
Fagan Associates
New York
$326K +$45.4K +275 +16%
SW
1574
Solidarity Wealth
Utah
$326K +$326K +1,975 New
HIA
1575
Harbor Investment Advisory
Maryland
$325K -$20.8K -126 -6%