AXP icon

American Express

2,031 hedge funds and large institutions have $108B invested in American Express in 2023 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 730 increasing their positions, 768 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,031
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
32.03%
Holding in Top 10
51
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15%
% of All Funds
0.8%
New
134
Increased
730
Reduced
768
Closed
127
Calls
$1.65B
Puts
$1.77B
Net Calls
-$119M
Net Calls Change
-$312M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
1726
Avestar Capital
New York
$253K +$253K +1,453 New
RWA
1727
Roberts Wealth Advisors
California
$253K
LJHT
1728
Laurie J. Hall Trustee
$252K
SDAM
1729
Shulman DeMeo Asset Management
New York
$252K +$15.3K +88 +6%
ECAM
1730
East Coast Asset Management
Massachusetts
$251K
GAMC
1731
Garner Asset Management Corp
Texas
$251K -$1.74K -10 -0.7%
IB
1732
Intrust Bank
Kansas
$250K
DTC
1733
Davidson Trust Company
Washington
$249K -$5.23K -30 -2%
CWM
1734
Connecticut Wealth Management
Connecticut
$247K
MA
1735
MJP Associates
Connecticut
$247K +$247K +1,415 New
CPC
1736
Consolidated Planning Corp
Georgia
$246K +$246K +1,413 New
PA
1737
Probity Advisors
Texas
$245K +$245K +1,406 New
FAM
1738
Family Asset Management
South Carolina
$244K
Financial Engines Advisors
1739
Financial Engines Advisors
California
$244K +$244K +1,400 New
RPWA
1740
Regent Peak Wealth Advisors
Georgia
$244K -$22.8K -131 -9%
EGA
1741
E&G Advisors
Texas
$244K +$8.71K +50 +4%
KLCM
1742
KG&L Capital Management
Louisiana
$243K +$243K +1,393 New
TNAM
1743
Terra Nova Asset Management
New York
$242K -$12.9K -74 -5%
GA
1744
Gateway Advisory
New Jersey
$242K +$9.41K +54 +4%
GGI
1745
Godsey & Gibb Inc
Virginia
$242K +$31.4K +180 +15%
WBC
1746
West Branch Capital
Massachusetts
$241K -$87.1K -500 -27%
SSWM
1747
Strait & Sound Wealth Management
California
$241K
CWM
1748
Centric Wealth Management
Illinois
$241K -$5.32K -31 -2%
AMG
1749
Advisors Management Group
Wisconsin
$240K -$115K -659 -32%
BCM
1750
BTC Capital Management
Iowa
$240K