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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 %
KWM
1751
Keebeck Wealth Management
Illinois
$361K +$109K +479 +43%
BC
1752
Burney Company
Virginia
$361K -$11.6K -51 -3%
LFS
1753
Legacy Financial Strategies
Kansas
$361K +$4.1K +18 +1%
BFG
1754
Bouchey Financial Group
New York
$361K
OMC
1755
Overbrook Management Corp
New York
$360K -$4.98M -21,854 -93%
KLI
1756
Kelman-Lazarov Inc
Tennessee
$360K
CWM
1757
Centric Wealth Management
Illinois
$359K +$31.1K +133 +9%
KWM
1758
Kolinsky Wealth Management
New Jersey
$359K -$64.4K -283 -15%
WAS
1759
Wealth Advisory Solutions
Indiana
$359K +$359K +1,576 New
RIM
1760
Rockbridge Investment Management
New York
$357K
APA
1761
Astoria Portfolio Advisors
New York
$355K +$21K +96 +6%
JWA
1762
JFS Wealth Advisors
Pennsylvania
$354K +$228 +1 +0.1%
PPP
1763
Private Portfolio Partners
New Jersey
$354K +$683 +3 +0.2%
MAM
1764
Meeder Asset Management
Ohio
$353K -$9.98M -43,828 -97%
BCFD
1765
Boit C.F. David
$353K
SDAM
1766
Shulman DeMeo Asset Management
New York
$353K +$911 +4 +0.3%
AWA
1767
Amplius Wealth Advisors
Pennsylvania
$352K +$10.9K +48 +3%
LSIA
1768
LaSalle St. Investment Advisors
Illinois
$352K +$327K +24,474 +1,300%
BOM
1769
Bank of Marin
California
$352K -$202K -885 -36%
DTC
1770
Davidson Trust Company
Washington
$350K
MAG
1771
Mayfair Advisory Group
Alabama
$350K +$7.29K +32 +2%
APWA
1772
Atlas Private Wealth Advisors
New Jersey
$350K -$270K -1,184 -43%
FOA
1773
Five Oceans Advisors
California
$349K -$19.4K -85 -5%
MA
1774
MONECO Advisors
Connecticut
$348K +$2.28K +10 +0.7%
LWM
1775
Liberty Wealth Management
California
$348K -$10.5K -46 -3%