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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 %
IB
1751
Intrust Bank
Kansas
$237K -$5.11K -31 -2%
TWM
1752
Thrive Wealth Management
Pennsylvania
$236K -$4.45K -27 -2%
CWM
1753
Centric Wealth Management
Illinois
$236K +$1.98K +12 +0.8%
RWA
1754
Roberts Wealth Advisors
California
$236K
MCCA
1755
Mill Creek Capital Advisors
Pennsylvania
$235K +$235K +1,425 New
CWM
1756
Connecticut Wealth Management
Connecticut
$234K +$234K +1,419 New
EAM
1757
Eagle Asset Management
Florida
$234K +$234K +1,422 New
FAM
1758
Family Asset Management
South Carolina
$231K
PCM
1759
Princeton Capital Management
New Jersey
$231K -$49.5K -300 -18%
KP
1760
Keel Point
Alabama
$231K +$3.13K +19 +1%
TLA
1761
Tanglewood Legacy Advisors
Texas
$230K
IIA
1762
IPG Investment Advisors
California
$229K +$229K +1,387 New
CAAS
1763
Capital Asset Advisory Services
Michigan
$228K -$31.2K -189 -12%
CIP
1764
Convergence Investment Partners
Florida
$228K -$2.32K -14 -1%
SSWM
1765
Strait & Sound Wealth Management
California
$228K +$10.6K +64 +5%
SIMG
1766
Sonora Investment Management Group
Arizona
$228K +$228K +1,382 New
PCA
1767
Providence Capital Advisors
North Carolina
$227K
BCM
1768
BTC Capital Management
Iowa
$227K -$66K -400 -23%
SIA
1769
Soltis Investment Advisors
Utah
$227K +$227K +1,375 New
WCM
1770
Wedge Capital Management
North Carolina
$226K +$226K +1,373 New
CFP
1771
Catalyst Financial Partners
Massachusetts
$226K +$226K +1,372 New
SWA
1772
Stratos Wealth Advisors
Ohio
$226K +$226K +1,371 New
LPT
1773
Legacy Private Trust
Wisconsin
$225K
WA1
1774
Wimmer Associates 1
California
$225K
SDAM
1775
Shulman DeMeo Asset Management
New York
$224K -$3.63K -22 -2%