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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 %
GPI
1851
General Partner Inc
Pennsylvania
$154K
LPIC
1852
LeJeune Puetz Investment Counsel
Michigan
$154K +$3.3K +20 +2%
CWP
1853
Concord Wealth Partners
Virginia
$154K -$26.1K -158 -14%
CB
1854
CNB Bank
Pennsylvania
$148K
PPWM
1855
PFG Private Wealth Management
Florida
$145K +$110K +667 +318%
WWM
1856
Wolff Wiese Magana
California
$144K -$25.6K -155 -15%
LB
1857
Legacy Bridge
Iowa
$143K
HFM
1858
Harvest Fund Management
China
$142K -$491K -2,978 -78%
AP
1859
Arlington Partners
Alabama
$141K -$23.3K -141 -14%
OCM
1860
Orion Capital Management
California
$139K -$9.73K -59 -7%
LS
1861
Livforsakringsbolaget Skandia
Sweden
$139K
BA
1862
Bellwether Advisors
Nebraska
$134K
SOW
1863
State of Wyoming
Wyoming
$132K -$96.7K -586 -42%
1832 Asset Management
1864
1832 Asset Management
Ontario, Canada
$131K -$1.32K -8 -1%
MWM
1865
Mascoma Wealth Management
New Hampshire
$131K
AWM
1866
Accel Wealth Management
Iowa
$129K -$4.62K -28 -3%
KFS
1867
Kelly Financial Services
Massachusetts
$128K -$6.92K -42 -5%
AIC
1868
Archer Investment Corporation
Indiana
$124K
PAIM
1869
Punch & Associates Investment Management
Minnesota
$124K +$124K +750 New
FCT
1870
First Community Trust
Iowa
$123K
BWM
1871
BerganKDV Wealth Management
Minnesota
$123K +$3.8K +23 +3%
FMTCOCP
1872
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$119K +$5.45K +33 +5%
PFA
1873
Pathway Financial Advisers
Indiana
$118K
CJL
1874
Cyrus J. Lawrence
New York
$117K
PMFA
1875
Plante Moran Financial Advisors
Michigan
$116K +$23.4K +142 +25%