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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 %
FCM
1601
Fairbanks Capital Management
California
$478K
PAI
1602
Pittenger & Anderson Inc
Nebraska
$478K
SNBOSD
1603
Security National Bank of So Dak
Iowa
$478K
SIA
1604
SkyView Investment Advisors
New Jersey
$477K +$15.9K +70 +3%
TFA
1605
Toth Financial Advisory
Virginia
$477K +$455 +2 +0.1%
SMA
1606
Seven Mile Advisory
New Jersey
$477K +$3.87K +17 +0.8%
BSB
1607
Bangor Savings Bank
Maine
$476K
BCM
1608
Blume Capital Management
California
$475K -$3.42K -15 -0.7%
PCA
1609
Prosperity Capital Advisors
Ohio
$473K +$109K +478 +30%
LI
1610
LMCG Investments
Massachusetts
$472K -$5.24K -23 -1%
TWM
1611
Trueblood Wealth Management
Ohio
$472K +$36K +158 +8%
MWA
1612
Moser Wealth Advisors
Washington
$468K +$350K +1,536 +295%
PWA
1613
Phoenix Wealth Advisors
North Carolina
$468K -$3.87K -17 -0.8%
RCA
1614
Ranch Capital Advisors
Florida
$468K
WTB
1615
Washington Trust Bank
Washington
$467K +$36.7K +161 +9%
CD
1616
Chapin Davis
Maryland
$467K +$28.7K +126 +7%
FWIA
1617
Fort Washington Investment Advisors
Ohio
$467K
BLC
1618
Brown, Lisle/Cummings
Rhode Island
$466K
WA
1619
Waddell & Associates
Tennessee
$464K +$228 +1 +0%
Members Trust
1620
Members Trust
Florida
$462K -$79.9K -351 -15%
AWM
1621
Accurate Wealth Management
Florida
$462K -$14.1K -61 -3%
FPW
1622
Flagship Private Wealth
Massachusetts
$461K +$68.5K +301 +17%
KF
1623
KKM Financial
Illinois
$461K
EAM
1624
Empirical Asset Management
Massachusetts
$460K +$460K +2,019 New
UFF
1625
USA Financial Formulas
Michigan
$459K +$459K +2,018 New