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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 %
RA
1626
Ruggaard & Associates
Ohio
$294K +$294K +1,784 New
HWA
1627
HCR Wealth Advisors
California
$293K
FCM
1628
Family Capital Management
Michigan
$292K +$16.5K +100 +6%
WCM
1629
Windsor Capital Management
Arizona
$291K +$165 +1 +0.1%
LC
1630
LCNB Corp
Ohio
$290K
LI
1631
LMCG Investments
Massachusetts
$290K -$825 -5 -0.3%
1WA
1632
180 Wealth Advisors
Washington
$290K +$660 +4 +0.2%
SAM
1633
Strategy Asset Managers
California
$289K -$839K -5,084 -74%
SCM
1634
SKBA Capital Management
California
$289K
KC
1635
Kenfarb & Co
Kentucky
$289K
TTWM
1636
TCV Trust & Wealth Management
Virginia
$288K +$38.4K +233 +15%
IWA
1637
Intercontinental Wealth Advisors
Texas
$287K -$47.7K -289 -14%
OW
1638
Olistico Wealth
Oklahoma
$287K +$40.7K +247 +17%
IRC
1639
Investors Research Corp
Georgia
$285K
W
1640
Wealthquest
Ohio
$284K -$7.09K -43 -2%
CPRC
1641
Consolidated Portfolio Review Corp
New York
$284K +$284K +1,719 New
XS
1642
XR Securities
Illinois
$283K +$283K +1,716 New
CS
1643
Comerica Securities
Michigan
$282K -$11.5K -70 -4%
ZCI
1644
Zevenbergen Capital Investments
Washington
$280K
FC
1645
Fulcrum Capital
Washington
$280K
WC
1646
Wexford Capital
Florida
$280K +$280K +1,700 New
SN
1647
Sittner & Nelson
Oregon
$279K +$165 +1 +0.1%
RPCONE
1648
Retirement Planning Company of New England
Rhode Island
$279K -$7.09K -43 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1649
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$279K -$476K -2,888 -63%
FC
1650
Forte Capital
New York
$279K +$21.1K +128 +8%