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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 %
OL
1801
OneFund LLC
Florida
$335K -$11.8K -52 -3%
WCA
1802
Westover Capital Advisors
Delaware
$332K
AIA
1803
Angeles Investment Advisors
California
$331K +$48K +211 +17%
DS
1804
DRW Securities
Illinois
$330K -$270K -1,184 -45%
LS
1805
Livforsakringsbolaget Skandia
Sweden
$330K
VNA
1806
Valley National Advisers
Pennsylvania
$330K +$3.87K +17 +1%
FBFS
1807
First Business Financial Services
Wisconsin
$329K -$27.1K -119 -8%
M
1808
MOTCO
Texas
$329K -$228 -1 -0.1%
CCM
1809
Crew Capital Management
Ohio
$329K +$80.8K +355 +33%
SL
1810
Salomon & Ludwin
Virginia
$329K +$161K +705 +96%
OCM
1811
Objective Capital Management
Ohio
$329K +$5.24K +23 +2%
ECAM
1812
East Coast Asset Management
Massachusetts
$328K
FA
1813
Financial Advisors
Massachusetts
$328K
FFBTD
1814
First Financial Bank - Trust Division
Ohio
$326K
RHAM
1815
Round Hill Asset Management
California
$326K -$231K -1,015 -41%
ES
1816
Eagle Strategies
New York
$326K +$326K +1,431 New
FBC
1817
Fairfield, Bush & Co
Connecticut
$326K
KA
1818
KLCM Advisors
Wisconsin
$325K +$15.9K +70 +5%
SIMG
1819
Sonora Investment Management Group
Arizona
$325K -$8.43K -37 -3%
GAMC
1820
Garner Asset Management Corp
Texas
$324K -$228 -1 -0.1%
CAAS
1821
Capital Asset Advisory Services
Michigan
$323K +$3.34K +15 +1%
OFS
1822
OneAscent Financial Services
Alabama
$322K -$36K -158 -10%
CPC
1823
Consolidated Planning Corp
Georgia
$322K
FCM
1824
Family Capital Management
Michigan
$322K +$7.06K +31 +2%
TNAM
1825
Terra Nova Asset Management
New York
$320K +$911 +4 +0.3%