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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 %
TCA
1701
Transcend Capital Advisors
New Jersey
$391K +$30.1K +132 +8%
TTWM
1702
TCV Trust & Wealth Management
Virginia
$390K
LI
1703
Lafayette Investments
Maryland
$390K
ZCI
1704
Zevenbergen Capital Investments
Washington
$387K
D
1705
Diversified
Delaware
$386K +$11.2K +49 +3%
CCWM
1706
Cassaday & Co Wealth Management
Virginia
$386K +$4.1K +18 +1%
NRI
1707
NFP Retirement Inc
California
$386K +$12.8K +56 +3%
FPFS
1708
First Personal Financial Services
North Carolina
$386K -$45.5K -200 -11%
ZB
1709
Zions Bancorporation
Utah
$386K +$51.2K +225 +15%
1WA
1710
180 Wealth Advisors
Washington
$384K -$8.65K -38 -2%
GWM
1711
Gitterman Wealth Management
New Jersey
$384K -$304K -1,335 -44%
HIG
1712
Heritage Investment Group
Florida
$383K -$113K -498 -23%
AWM
1713
Angeles Wealth Management
California
$383K +$105K +461 +38%
RRA
1714
Round Rock Advisors
Connecticut
$382K +$33K +145 +9%
BBNB
1715
Baker Boyer National Bank
Washington
$382K +$19.4K +85 +5%
IRC
1716
Investors Research Corp
Georgia
$381K -$21.6K -95 -5%
HR
1717
Howe & Rusling
New York
$380K +$2.96K +13 +0.8%
ISWM
1718
Independent Solutions Wealth Management
New York
$380K -$6.15K -27 -2%
VIP
1719
Vista Investment Partners
Oklahoma
$379K
LC
1720
LCNB Corp
Ohio
$378K -$21.6K -95 -5%
FA
1721
Fagan Associates
New York
$378K
IC
1722
Inscription Capital
Texas
$378K +$130K +570 +52%
WI
1723
WBI Investments
New Jersey
$378K -$504K -2,214 -57%
SAM
1724
Strategy Asset Managers
California
$378K
FM
1725
Foster & Motley
Ohio
$377K +$20.5K +90 +6%