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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 %
AAS
1776
Annex Advisory Services
Wisconsin
$348K -$66.7K -293 -16%
ASG
1777
Ariston Services Group
California
$347K -$136K -599 -28%
RIA
1778
Regal Investment Advisors
Michigan
$347K -$46.4K -204 -12%
HWM
1779
Hemington Wealth Management
Virginia
$346K -$10K -44 -3%
CW
1780
CIC Wealth
Maryland
$346K +$10.7K +47 +3%
CA
1781
Claro Advisors
Massachusetts
$345K +$36.6K +161 +12%
TA
1782
TrueWealth Advisors
Alabama
$345K +$99.1K +435 +40%
NB
1783
Northwest Bancshares
Pennsylvania
$344K
ECA
1784
Elevated Capital Advisors
Utah
$343K -$3.64K -16 -1%
PAS
1785
Professional Advisory Services
Florida
$342K
MJP
1786
Michael J. Puzo
$342K -$22.8K -100 -6%
KPWG
1787
KFA Private Wealth Group
Virginia
$342K -$2.73K -12 -0.8%
WA1
1788
Wimmer Associates 1
California
$342K
MCM
1789
MV Capital Management
Maryland
$342K +$1.37K +6 +0.4%
CIA
1790
Compass Ion Advisors
Pennsylvania
$339K -$1.59K -7 -0.5%
SFG
1791
Sovereign Financial Group
Connecticut
$339K +$24.1K +106 +8%
HWA
1792
HHM Wealth Advisors
Tennessee
$338K
DAM
1793
Delta Asset Management
Tennessee
$338K
WAM
1794
Walker Asset Management
Missouri
$338K +$683 +3 +0.2%
CWM
1795
Connecticut Wealth Management
Connecticut
$337K -$7.97K -35 -2%
PIA
1796
Perennial Investment Advisors
California
$337K -$4.55K -20 -1%
ICP
1797
Interchange Capital Partners
Pennsylvania
$336K -$15.2K -66 -4%
FFS
1798
Founders Financial Securities
Maryland
$336K -$549K -2,410 -62%
TCOTS
1799
Trust Company of the South
North Carolina
$336K +$336K +1,474 New
EWM
1800
EPG Wealth Management
Georgia
$335K