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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 %
WWP
1876
WR Wealth Planners
Missouri
$115K +$115K +695 New
RCG
1877
Rock Creek Group
District of Columbia
$114K +$9.07K +55 +9%
ZB
1878
Zions Bancorporation
Utah
$114K +$660 +4 +0.6%
EWM
1879
Endurance Wealth Management
Rhode Island
$113K
PWMG
1880
Prestige Wealth Management Group
New Jersey
$112K -$5.77K -35 -5%
WP
1881
WealthPLAN Partners
Nebraska
$112K +$112K +681 New
FFA
1882
Farther Finance Advisors
California
$112K +$21.8K +132 +24%
FMP
1883
Financial Management Professionals
Texas
$110K +$8.39K +51 +8%
LCM
1884
Logan Capital Management
Pennsylvania
$110K
RFA
1885
Resurgent Financial Advisors
Georgia
$108K -$20.3K -123 -16%
TCWA
1886
Ten Capital Wealth Advisors
Washington
$108K
WIM
1887
Westside Investment Management
California
$107K
HIM
1888
Hillsdale Investment Management
Ontario, Canada
$107K -$19.8K -120 -16%
CAC
1889
Core Alternative Capital
Georgia
$105K +$14.9K +90 +16%
VCM
1890
Versant Capital Management
Arizona
$105K -$3.79K -23 -3%
TF
1891
TimeScale Financial
Massachusetts
$105K +$37.4K +227 +56%
SL
1892
Savior LLC
Massachusetts
$103K
PCM
1893
Pointe Capital Management
Michigan
$102K +$102K +619 New
FFC
1894
First Financial Corp
Indiana
$100K -$52K -315 -34%
CM
1895
Capula Management
Cayman Islands
$99.3K +$99.3K +602 New
MIA
1896
Milestone Investment Advisors
Wisconsin
$99K +$99K +600 New
TFM
1897
TFC Financial Management
Massachusetts
$98.8K +$1.32K +8 +1%
FA
1898
Fortis Advisors
Pennsylvania
$97K
BWM
1899
Baystate Wealth Management
Massachusetts
$96.5K +$11.6K +70 +14%
SIS
1900
Strategic Investment Solutions
Illinois
$95K +$95K +576 New