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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 %
HCA
1576
Hyperion Capital Advisors
New York
$496K
SWMP
1577
Signature Wealth Management Partners
New Jersey
$494K
ATC
1578
Adirondack Trust Company
New York
$494K -$228 -1 -0%
MAM
1579
Mystic Asset Management
Rhode Island
$492K -$7.51K -33 -2%
RCM
1580
Raleigh Capital Management
North Carolina
$492K +$64.7K +284 +15%
YC
1581
Yarbrough Capital
Tennessee
$492K
CCA
1582
Cadent Capital Advisors
Oklahoma
$492K
GSC
1583
G&S Capital
Colorado
$491K -$12.5K -55 -2%
GIM
1584
Greylin Investment Management
Virginia
$490K
CA
1585
Continuum Advisory
Idaho
$488K -$406K -1,697 -45%
OWA
1586
Opal Wealth Advisors
New York
$488K +$911 +4 +0.2%
PG
1587
Patten Group
Tennessee
$487K -$31.9K -140 -6%
HWA
1588
HCR Wealth Advisors
California
$487K -$5.92K -26 -1%
AWA
1589
Arkadios Wealth Advisors
Georgia
$487K -$105K -463 -18%
CA
1590
Crumly & Associates
Illinois
$486K +$486K +2,136 New
MIM
1591
Morningstar Investment Management
Illinois
$485K
HA
1592
HC Advisors
Georgia
$481K +$228 +1 +0%
DP
1593
Dearborn Partners
Illinois
$481K +$2.28K +10 +0.5%
MIM
1594
Macroview Investment Management
Maryland
$481K
CFP
1595
Catalyst Financial Partners
Massachusetts
$481K +$50.7K +233 +12%
AWM
1596
Aberdeen Wealth Management
Illinois
$481K
CCIA
1597
Campbell & Co Investment Adviser
Maryland
$480K +$169K +742 +54%
HBW
1598
Hazlett, Burt & Watson
West Virginia
$480K +$228 +1 +0%
AGA
1599
Arkos Global Advisors
Texas
$480K +$480K +2,110 New
BPCE
1600
Bank Pictet & Cie (Europe)
Germany
$478K