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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 %
HFRG
1776
Houlihan Financial Resource Group
Virginia
$224K
PCA
1777
Prosperity Capital Advisors
Ohio
$223K +$223K +1,352 New
JWBC
1778
J.W. Burns & Co
New York
$223K +$223K +1,353 New
EGA
1779
E&G Advisors
Texas
$223K -$157K -950 -41%
USGIU
1780
U.S. Global Investors (USGI)
Texas
$223K +$223K +1,350 New
CSB
1781
City State Bank
Iowa
$222K -$12K -73 -5%
KFA
1782
Kapstone Financial Advisors
Ohio
$221K
GA
1783
Gateway Advisory
New Jersey
$220K +$220K +1,335 New
MAM
1784
Meeder Asset Management
Ohio
$220K +$220K +1,333 New
HBT
1785
Heartland Bank & Trust
Illinois
$220K +$220K +1,332 New
CIG
1786
Cascade Investment Group
Colorado
$218K +$218K +1,320 New
WMP
1787
Wealth Management Partners
Arizona
$217K +$217K +1,318 New
HWA
1788
HHM Wealth Advisors
Tennessee
$217K
HI
1789
Hudock Inc
Pennsylvania
$217K -$33K -200 -13%
SAM
1790
Summit Asset Management
Tennessee
$217K +$217K +1,315 New
JWA
1791
JFS Wealth Advisors
Pennsylvania
$216K +$2.14K +13 +1%
LWA
1792
Lineweaver Wealth Advisors
Ohio
$216K -$24.1K -146 -10%
MMHP
1793
Murphy Middleton Hinkle & Parker
Georgia
$215K +$215K +1,306 New
BAM
1794
Blueshift Asset Management
New Jersey
$215K +$215K +1,306 New
AFT
1795
Alpha Family Trust
California
$215K +$215K +1,305 New
ABLA
1796
Alan B. Lancz & Associates
Ohio
$214K
LW
1797
Libra Wealth
California
$214K +$214K +1,300 New
TIM
1798
Tortoise Investment Management
New York
$214K
BI
1799
Ballast Inc
Kentucky
$212K +$212K +1,288 New
CFO
1800
CVA Family Office
Colorado
$212K -$25.2K -153 -11%