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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 %
MHR
1801
Matthew Hamilton Rosenberg
$212K
HI
1802
Humankind Investments
New York
$211K -$33.7K -204 -14%
PC
1803
Port Capital
Illinois
$211K +$211K +1,282 New
VFA
1804
Voya Financial Advisors
Connecticut
$210K -$201K -1,239 -49%
TCA
1805
Trifecta Capital Advisors
Illinois
$210K -$165 -1 -0.1%
MCM
1806
Monument Capital Management
Virginia
$210K +$210K +1,275 New
ISWM
1807
Independent Solutions Wealth Management
New York
$210K -$52.3K -317 -20%
RIA
1808
Regal Investment Advisors
Michigan
$210K -$14.4K -87 -6%
MC
1809
Middleton & Co
Massachusetts
$209K -$21.6K -131 -9%
EPP
1810
ETF Portfolio Partners
Kansas
$209K +$209K +1,269 New
BWFA
1811
Baltimore-Washington Financial Advisors
Maryland
$208K -$99K -600 -32%
BCA
1812
Bay Colony Advisors
Massachusetts
$208K +$208K +1,279 New
VCM
1813
Virtue Capital Management
Tennessee
$207K -$50.5K -324 -20%
GFP
1814
Gryphon Financial Partners
Ohio
$207K +$207K +1,256 New
PCWA
1815
Pacific Capital Wealth Advisors
California
$207K +$207K +1,253 New
PAI
1816
Pittenger & Anderson Inc
Nebraska
$206K
BIM
1817
Bridges Investment Management
Nebraska
$206K +$206K +1,250 New
AAP
1818
Arax Advisory Partners
Colorado
$206K +$4.78K +29 +2%
GSEP
1819
Golden State Equity Partners
California
$205K +$205K +1,244 New
BSAM
1820
Blue Square Asset Management
New York
$205K +$205K +1,240 New
NSAM
1821
North Star Asset Management
Wisconsin
$204K +$204K +1,236 New
DI
1822
DFPG Investments
Utah
$203K -$21.6K -131 -10%
EWA
1823
Encompass Wealth Advisors
Oregon
$203K +$203K +1,230 New
CAI
1824
Capital Advisors Inc
Oklahoma
$203K +$203K +1,228 New
HWA
1825
Heartwood Wealth Advisors
Virginia
$202K +$202K +1,222 New