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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 %
MA
1676
Mezzasalma Advisors
New Jersey
$413K -$162K -710 -28%
KAS
1677
KPP Advisory Services
Kentucky
$411K
NCM
1678
Northside Capital Management
Oregon
$411K
TWM
1679
Thrive Wealth Management
Pennsylvania
$410K +$63.5K +279 +18%
THL
1680
Tillman Hartley LLC
Colorado
$410K -$10.5K -46 -2%
LFAS
1681
Level Four Advisory Services
Texas
$410K
RWPA
1682
Richard W. Paul & Associates
Michigan
$409K -$17.1K -75 -4%
AAP
1683
Arax Advisory Partners
Colorado
$409K -$99K -435 -19%
SRL
1684
Scientech Research LLC
New Jersey
$408K +$408K +1,791 New
GCA
1685
Greenwood Capital Associates
South Carolina
$407K -$30.1K -132 -7%
MTIC
1686
Missouri Trust & Investment Company
Missouri
$405K -$21.6K -95 -5%
FFM
1687
Fullerton Fund Management
Singapore
$404K +$404K +1,775 New
HTIM
1688
Harbour Trust & Investment Management
Indiana
$404K
WCM
1689
Windsor Capital Management
Arizona
$403K +$228 +1 +0.1%
WS
1690
Wela Strategies
Georgia
$402K -$107K -468 -21%
NA
1691
Nottingham Advisors
New York
$402K
MIC
1692
Means Investment Company
Maine
$401K -$75.6K -332 -16%
PWP
1693
Precedent Wealth Partners
Texas
$400K
IIC
1694
Integrated Investment Consultants
Michigan
$400K
FBB
1695
Fulton Breakefield Broenniman
Maryland
$398K
CT
1696
Clearstead Trust
Maine
$397K +$11.4K +50 +3%
AWM
1697
Accel Wealth Management
Iowa
$396K +$69K +303 +21%
W
1698
Wealthquest
Ohio
$394K +$2.73K +12 +0.7%
QWP
1699
Quotient Wealth Partners
Texas
$393K -$4.78K -21 -1%
SIA
1700
Soltis Investment Advisors
Utah
$393K +$911 +4 +0.2%