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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 %
TWP
1851
Tyche Wealth Partners
Texas
$303K -$11.4K -50 -4%
HFS
1852
Heritage Financial Services
Massachusetts
$302K +$6.15K +27 +2%
HCP
1853
Hexagon Capital Partners
Arkansas
$301K -$37.8K -166 -11%
SN
1854
Sittner & Nelson
Oregon
$301K +$228 +1 +0.1%
CIG
1855
Cascade Investment Group
Colorado
$301K
FDDB
1856
Fidelity D&D Bancorp
Pennsylvania
$300K +$3.87K +17 +1%
SAM
1857
Summit Asset Management
Tennessee
$299K
VC
1858
Vicus Capital
Pennsylvania
$299K +$299K +1,311 New
CIP
1859
Convergence Investment Partners
Florida
$298K -$1.59K -7 -0.5%
AWM
1860
Austin Wealth Management
Texas
$298K
BSSFA
1861
Baron Silver Stevens Financial Advisors
Florida
$298K +$298K +1,307 New
MMHP
1862
Murphy Middleton Hinkle & Parker
Georgia
$297K
MCP
1863
Mirador Capital Partners
California
$297K -$31.4K -138 -10%
KFA
1864
Kapstone Financial Advisors
Ohio
$297K
AFT
1865
Alpha Family Trust
California
$297K
LJHT
1866
Laurie J. Hall Trustee
$297K -$33K -145 -10%
RWP
1867
Revolve Wealth Partners
New Jersey
$297K +$19.4K +85 +7%
MA
1868
MJP Associates
Connecticut
$297K +$297K +1,303 New
LW
1869
Libra Wealth
California
$296K
SOW
1870
State of Wyoming
Wyoming
$296K -$15.3K -67 -5%
CG
1871
Cutler Group
California
$295K +$295K +1,298 New
AAG
1872
Armstrong Advisory Group
Massachusetts
$294K
BOPW
1873
Brandywine Oak Private Wealth
Pennsylvania
$294K
PCWA
1874
Pacific Capital Wealth Advisors
California
$293K +$7.29K +32 +3%
PWA
1875
Physician Wealth Advisors
Utah
$292K +$41.5K +190 +17%