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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 %
FB
1576
First Bancorp
Maine
$324K -$2.47K -15 -0.8%
WCFA
1577
Walkner Condon Financial Advisors
Wisconsin
$320K +$67.3K +408 +27%
AIM
1578
Allen Investment Management
New York
$320K
FA
1579
Financial Advisors
Massachusetts
$320K
RMDI
1580
R.M. Davis Inc
Maine
$319K +$42.6K +258 +15%
IFO
1581
Independent Family Office
New York
$319K
GKWIM
1582
Gerber Kawasaki Wealth & Investment Management
California
$318K -$14K -85 -4%
FTWA
1583
Fifth Third Wealth Advisors
Ohio
$318K +$318K +1,927 New
ACM
1584
Allred Capital Management
Texas
$318K -$15.7K -95 -5%
LC
1585
Lindbrook Capital
California
$318K +$46.5K +282 +17%
FCA
1586
FinTrust Capital Advisors
South Carolina
$317K
SMA
1587
Sage Mountain Advisors
Georgia
$316K +$316K +1,918 New
ACM
1588
AUA Capital Management
Pennsylvania
$316K
IIC
1589
Integrated Investment Consultants
Michigan
$315K +$34.6K +210 +12%
THL
1590
Tillman Hartley LLC
Colorado
$315K
FAIM
1591
Financial Advocates Investment Management
Washington
$314K -$23.8K -144 -7%
BWA
1592
BDO Wealth Advisors
Florida
$314K -$20.5K -124 -6%
BIM
1593
Barton Investment Management
Pennsylvania
$313K
CIG
1594
Cairn Investment Group
Washington
$313K
T
1595
TCWP
Ohio
$313K -$124K -750 -28%
SWMP
1596
Signature Wealth Management Partners
New Jersey
$313K
ACI
1597
Alpha Cubed Investments
California
$311K -$6.93K -42 -2%
WBC
1598
West Branch Capital
Massachusetts
$311K
FWM
1599
Forza Wealth Management
Florida
$310K
BLC
1600
Brown, Lisle/Cummings
Rhode Island
$309K