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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 %
FC
1551
Forte Capital
New York
$517K -$7.74K -34 -1%
PFS
1552
Physicians Financial Services
North Carolina
$517K +$22.8K +100 +5%
AFC
1553
AFT Forsyth & Company
Florida
$515K -$125K -550 -20%
ATFA
1554
All Terrain Financial Advisors
Minnesota
$514K
ECU
1555
Eisler Capital (UK)
United Kingdom
$514K -$3.88M -17,058 -88%
FA
1556
Fiducient Advisors
Illinois
$514K +$514K +2,256 New
AC
1557
Addison Capital
Pennsylvania
$513K +$7.97K +35 +2%
HA
1558
Herold Advisors
New York
$513K
BHIA
1559
Birch Hill Investment Advisors
Massachusetts
$512K -$24.8K -109 -5%
FCCM
1560
First City Capital Management
Georgia
$512K -$324K -1,422 -39%
HWM
1561
Horizon Wealth Management
Illinois
$511K +$13K +57 +3%
WA
1562
Wealth Architects
California
$511K +$2.05K +9 +0.4%
QPW
1563
Quantum Private Wealth
Florida
$510K
UB
1564
Umpqua Bank
Oregon
$510K +$510K +2,238 New
SWM
1565
Silverlake Wealth Management
Vermont
$508K +$22.8K +100 +5%
DWM
1566
Dechtman Wealth Management
Colorado
$507K +$1.59K +7 +0.3%
CCG
1567
Cypress Capital Group
Florida
$507K +$47.4K +208 +10%
PHAM
1568
Palisades Hudson Asset Management
Florida
$506K
MRCM
1569
M&R Capital Management
New Jersey
$506K -$15.9K -70 -3%
GWM
1570
Geneos Wealth Management
Colorado
$506K +$23.2K +102 +5%
LWL
1571
Leo Wealth LLC
Texas
$505K +$91.3K +401 +22%
RWP
1572
Ridgecrest Wealth Partners
California
$504K -$28.5K -125 -5%
Kayne Anderson Rudnick Investment Management
1573
Kayne Anderson Rudnick Investment Management
California
$502K
PWW
1574
Pettyjohn Wood & White
Virginia
$502K
APIM
1575
Agate Pass Investment Management
Washington
$497K -$53.5K -235 -10%