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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 %
1CP
1826
17 Capital Partners
Arizona
$319K
QFA
1827
Quantum Financial Advisors
California
$316K +$71.5K +314 +29%
AT
1828
Arden Trust
Delaware
$315K -$29.6K -130 -9%
PMFA
1829
Plante Moran Financial Advisors
Michigan
$315K +$8.88K +39 +3%
BP
1830
BBR Partners
New York
$314K +$314K +1,380 New
BCM
1831
BTC Capital Management
Iowa
$313K +$313K +1,376 New
CTA
1832
Colonial Trust Advisors
South Carolina
$313K -$10K -44 -3%
SSWM
1833
Strait & Sound Wealth Management
California
$311K
FA
1834
Fountainhead AM
New Jersey
$311K +$38.5K +169 +14%
LPT
1835
Legacy Private Trust
Wisconsin
$311K
JFA
1836
JNBA Financial Advisors
Minnesota
$311K -$14.3K -63 -4%
OFG
1837
Oxford Financial Group
Indiana
$310K -$2.28K -10 -0.7%
AMG
1838
Advisors Management Group
Wisconsin
$310K -$2.05K -9 -0.7%
HFRG
1839
Houlihan Financial Resource Group
Virginia
$309K
CW
1840
Channel Wealth
California
$309K -$7.29K -32 -2%
AA
1841
Ancora Advisors
Ohio
$309K
JWBC
1842
J.W. Burns & Co
New York
$308K
EGA
1843
E&G Advisors
Texas
$307K +$22.8K +100 +8%
EL
1844
Envoi LLC
Minnesota
$307K +$307K +1,350 New
SQA
1845
Simon Quick Advisors
New Jersey
$307K +$307K +1,347 New
NL
1846
NWAM LLC
Washington
$306K -$47.6K -203 -13%
PL
1847
Perpetual Ltd
Australia
$305K -$415K -1,964 -58%
GGI
1848
Godsey & Gibb Inc
Virginia
$304K
DWM
1849
Drive Wealth Management
Utah
$304K -$101K -445 -25%
GDP
1850
Great Diamond Partners
Maine
$304K -$30.3K -133 -9%