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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 %
SCM
1726
SKBA Capital Management
California
$376K
NG
1727
Norden Group
Utah
$375K +$375K +1,645 New
ATI
1728
Act Two Investors
California
$375K
BFG
1729
Berger Financial Group
Minnesota
$374K +$102K +449 +38%
CHC
1730
City Holding Co
West Virginia
$373K
KFGK
1731
Keystone Financial Group (Kentucky)
Kentucky
$372K +$372K +1,635 New
SGK
1732
Steigerwald Gordon & Koch
Virginia
$371K -$3.87K -17 -1%
SC
1733
Schubert & Co
Texas
$370K +$683 +3 +0.2%
MCWA
1734
Meadow Creek Wealth Advisors
Georgia
$370K +$370K +1,625 New
BWM
1735
Birchcreek Wealth Management
Ohio
$370K +$58.3K +256 +19%
MSCM
1736
McElhenny Sheffield Capital Management
Texas
$369K -$455 -2 -0.1%
SL
1737
Sentinus LLC
Illinois
$369K +$369K +1,619 New
SIAP
1738
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$368K +$228 +1 +0.1%
FFP
1739
FourThought Financial Partners
Florida
$367K -$41K -180 -10%
AWA
1740
Acorn Wealth Advisors
Michigan
$367K +$228 +1 +0.1%
PFA
1741
Pure Financial Advisors
California
$366K +$80.6K +354 +28%
FWM
1742
Forza Wealth Management
Florida
$366K -$15.9K -70 -4%
AA
1743
Aire Advisors
California
$366K
PWS
1744
Peterson Wealth Services
Utah
$366K +$455 +2 +0.1%
AA
1745
Alta Advisers
United Kingdom
$364K
AAIM
1746
Asset Advisors Investment Management
Georgia
$364K
WG
1747
Wealth Group
North Carolina
$364K +$364K +1,597 New
CPIA
1748
Cornell Pochily Investment Advisors
New York
$364K -$7.74K -34 -2%
KP
1749
Keel Point
Alabama
$363K +$112K +490 +44%
SCP
1750
Sivia Capital Partners
California
$362K -$3.42K -15 -0.9%