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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 %
PAMG
1651
Patton Albertson Miller Group
Tennessee
$278K -$10.7K -65 -4%
TDC
1652
Thompson Davis & Co
Virginia
$277K +$277K +1,677 New
BOM
1653
Bank of Marin
California
$276K
BPWM
1654
Badgley Phelps Wealth Managers
Washington
$276K +$276K +1,675 New
SPP
1655
Single Point Partners
Massachusetts
$276K +$50.7K +307 +23%
NRI
1656
NFP Retirement Inc
California
$276K
SWM
1657
Stockman Wealth Management
Montana
$276K -$23.9K -145 -8%
CGA
1658
Crescent Grove Advisors
Illinois
$275K +$275K +1,666 New
RP
1659
Riverwater Partners
Wisconsin
$274K -$47.3K -287 -15%
HCP
1660
Hexagon Capital Partners
Arkansas
$273K +$25.7K +156 +10%
HWM
1661
Hemington Wealth Management
Virginia
$273K
FPW
1662
Flagship Private Wealth
Massachusetts
$273K
HHGA
1663
Halbert Hargrove Global Advisors
California
$273K -$165 -1 -0.1%
OHIS
1664
Oak Harvest Investment Services
Texas
$273K +$273K +1,653 New
OA
1665
Oxbow Advisors
Texas
$273K
PPP
1666
Private Portfolio Partners
New Jersey
$272K -$12K -73 -4%
SC
1667
Schubert & Co
Texas
$272K +$1.49K +9 +0.5%
CHC
1668
City Holding Co
West Virginia
$271K +$26.6K +161 +11%
RW
1669
Rede Wealth
Virginia
$271K -$9.57K -58 -3%
SGK
1670
Steigerwald Gordon & Koch
Virginia
$271K -$5.77K -35 -2%
OCM
1671
Orleans Capital Management
Louisiana
$271K +$271K +1,640 New
PCP
1672
Proficio Capital Partners
Massachusetts
$271K +$15K +91 +6%
MSCM
1673
McElhenny Sheffield Capital Management
Texas
$270K +$7.58K +46 +3%
KWM
1674
Kolinsky Wealth Management
New Jersey
$269K -$11.6K -70 -4%
HR
1675
Howe & Rusling
New York
$269K