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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 %
BFG
1701
Bouchey Financial Group
New York
$256K
WWM
1702
Windsor Wealth Management
Indiana
$256K
KLI
1703
Kelman-Lazarov Inc
Tennessee
$256K
ECA
1704
Elevated Capital Advisors
Utah
$256K -$5.12K -31 -2%
MA
1705
MONECO Advisors
Connecticut
$255K +$255K +1,544 New
DWM
1706
Drive Wealth Management
Utah
$255K +$18.3K +111 +8%
MLL
1707
Moody Lynn & Lieberson
Massachusetts
$254K -$75.9K -460 -23%
ASA
1708
Armstrong Shaw Associates
Connecticut
$253K
CW
1709
Channel Wealth
California
$253K +$253K +1,533 New
RPWA
1710
Regent Peak Wealth Advisors
Georgia
$253K -$1.69M -10,237 -87%
WP
1711
WealthSpring Partners
California
$252K -$16.5K -100 -6%
KPWG
1712
KFA Private Wealth Group
Virginia
$252K +$252K +1,527 New
EFSCE
1713
Enterprise Financial Services Corp (EFSC)
Missouri
$252K -$1.16K -7 -0.5%
PIA
1714
Perennial Investment Advisors
California
$251K +$15.8K +96 +7%
LI
1715
Lafayette Investments
Maryland
$251K
MCM
1716
MV Capital Management
Maryland
$251K +$2.47K +15 +1%
AAS
1717
Annex Advisory Services
Wisconsin
$250K -$3.46K -21 -1%
AO
1718
Advisor OS
Illinois
$250K -$41.2K -250 -14%
1WM
1719
1900 Wealth Management
Texas
$249K
BFC
1720
Blue Fin Capital
Rhode Island
$249K
NB
1721
Northwest Bancshares
Pennsylvania
$249K
NFP
1722
NorthLanding Financial Partners
New York
$249K +$165 +1 +0.1%
UBV
1723
United Bank (Virginia)
Virginia
$248K
FOA
1724
Five Oceans Advisors
California
$248K +$5.61K +34 +2%
RIM
1725
Reliant Investment Management
Tennessee
$247K -$9.24K -56 -4%