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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 %
WTB
1601
Washington Trust Bank
Washington
$309K
FFP
1602
FourThought Financial Partners
Florida
$309K +$48.7K +295 +19%
NA
1603
Nottingham Advisors
New York
$308K
NECFA
1604
New England Capital Financial Advisors
Connecticut
$307K +$990 +6 +0.3%
FFBTD
1605
First Financial Bank - Trust Division
Ohio
$307K +$19.8K +120 +7%
WCM
1606
Washington Capital Management
Washington
$307K
LWM
1607
Liberty Wealth Management
California
$307K +$307K +1,862 New
LCWP
1608
Legacy Capital Wealth Partners
Arkansas
$307K +$307K +1,860 New
R
1609
Rebalance
California
$306K
TIM
1610
Thompson Investment Management
Wisconsin
$306K
BWM
1611
BNC Wealth Management
Oregon
$305K -$78.5K -476 -20%
RWP
1612
Ridgecrest Wealth Partners
California
$304K
LSIA
1613
LaSalle St. Investment Advisors
Illinois
$304K +$304K +1,844 New
AWM
1614
Arista Wealth Management
Nevada
$303K +$165 +1 +0.1%
LB
1615
Leo Brokerage
Texas
$303K +$303K +1,836 New
FANJ
1616
Financial Architects (New Jersey)
New Jersey
$303K -$10.6K -64 -3%
Capstone Investment Advisors
1617
Capstone Investment Advisors
New York
$302K -$6.79M -41,139 -96%
EBA
1618
Eagle Bay Advisors
New York
$302K +$27.7K +168 +10%
MTIC
1619
Missouri Trust & Investment Company
Missouri
$302K -$71.3K -432 -19%
SMC
1620
Smith, Moore & Co
Missouri
$300K -$4.95K -30 -2%
FDDB
1621
Fidelity D&D Bancorp
Pennsylvania
$300K +$300K +1,316 New
NCM
1622
Northside Capital Management
Oregon
$298K
CMBA
1623
C.M. Bidwell & Associates
Hawaii
$297K +$218K +1,323 +276%
SL
1624
Sentinus LLC
Illinois
$297K +$297K +1,802 New
NO
1625
Ninety One
South Africa
$296K -$4.28M -26,286 -94%