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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 %
FBFS
1676
First Business Financial Services
Wisconsin
$269K
AA
1677
Aire Advisors
California
$268K -$11.9K -72 -4%
RMC
1678
Resources Management Corp
Connecticut
$267K -$2.02M -4,548 -88%
DS
1679
DRW Securities
Illinois
$267K +$267K +1,617 New
AA
1680
Advisory Alpha
Michigan
$267K +$1.81K +11 +0.7%
SIAP
1681
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$267K -$23.6K -143 -8%
EWM
1682
EPG Wealth Management
Georgia
$266K +$266K +1,612 New
AWA
1683
Acorn Wealth Advisors
Michigan
$266K
MJP
1684
Michael J. Puzo
$264K
AA
1685
Alta Advisers
United Kingdom
$264K
AAIM
1686
Asset Advisors Investment Management
Georgia
$264K
FFH
1687
Fairfax Financial Holdings
Ontario, Canada
$264K
BBNB
1688
Baker Boyer National Bank
Washington
$263K
CPIA
1689
Cornell Pochily Investment Advisors
New York
$261K +$495 +3 +0.2%
NW
1690
NewEdge Wealth
Pennsylvania
$261K +$31.8K +193 +14%
BOPW
1691
Brandywine Oak Private Wealth
Pennsylvania
$261K -$15.7K -95 -6%
LNWTC
1692
Laird Norton Wetherby Trust Company
Washington
$260K -$2.14K -13 -0.8%
AAG
1693
Armstrong Advisory Group
Massachusetts
$259K
CA
1694
CapWealth Advisors
Tennessee
$259K -$198K -1,200 -43%
RIM
1695
Rockbridge Investment Management
New York
$258K -$9.4K -57 -4%
LFS
1696
Legacy Financial Strategies
Kansas
$258K
1IA
1697
1834 Investment Advisors
Wisconsin
$258K +$258K +1,562 New
NWM
1698
Northwest Wealth Management
Iowa
$257K +$9.9K +60 +4%
FM
1699
Foster & Motley
Ohio
$257K +$1.49K +9 +0.6%
OSNBOA
1700
Old Second National Bank of Aurora
Illinois
$256K +$256K +1,555 New