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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 %
GAA
1651
Global Assets Advisory
Florida
$442K +$442K +100,668 New
FFA
1652
Fragasso Financial Advisors
Pennsylvania
$442K +$163K +716 +58%
DCM
1653
Donaldson Capital Management
Indiana
$441K +$7.97K +35 +2%
BIP
1654
Blueprint Investment Partners
North Carolina
$440K -$17.5K -77 -4%
IFO
1655
Independent Family Office
New York
$440K
GA
1656
Gateway Advisory
New Jersey
$436K +$85.2K +374 +24%
FB
1657
First Bancorp
Maine
$435K +$2.05K +9 +0.5%
GKWIM
1658
Gerber Kawasaki Wealth & Investment Management
California
$435K +$7.06K +31 +2%
SMC
1659
Smith, Moore & Co
Missouri
$435K +$95.2K +418 +28%
CIG
1660
Cairn Investment Group
Washington
$433K
WKSWA
1661
White Knight Strategic Wealth Advisors
New Jersey
$433K -$87.2K -383 -17%
MPIA
1662
Mountain Pacific Investment Advisers
Idaho
$433K -$22.8K -100 -5%
BIM
1663
Barton Investment Management
Pennsylvania
$433K
EWA
1664
Exencial Wealth Advisors
Oklahoma
$432K -$12.5K -55 -3%
VV
1665
Verity & Verity
South Carolina
$427K
CS
1666
Capital Square
Tennessee
$426K +$94.7K +416 +29%
RMDI
1667
R.M. Davis Inc
Maine
$424K
R
1668
Rebalance
California
$423K
TIM
1669
Thompson Investment Management
Wisconsin
$423K
ACM
1670
Allred Capital Management
Texas
$418K +$13K +57 +3%
6F
1671
626 Financial
Michigan
$417K +$228 +1 +0.1%
DFCM
1672
Dark Forest Capital Management
Puerto Rico
$416K +$416K +1,828 New
BFC
1673
Blue Fin Capital
Rhode Island
$415K -$2.05K -9 -0.5%
MIM
1674
Merrion Investment Management
New Jersey
$415K
PWP
1675
PrairieView Wealth Partners
Illinois
$414K