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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 %
NSAM
1876
North Star Asset Management
Wisconsin
$291K +$9.79K +43 +3%
4WM
1877
4J Wealth Management
Virginia
$291K
SWM
1878
Stockman Wealth Management
Montana
$291K +$1.37K +6 +0.5%
MC
1879
Middleton & Co
Massachusetts
$289K
EPP
1880
ETF Portfolio Partners
Kansas
$289K
SAA
1881
Southeast Asset Advisors
Georgia
$289K +$683 +3 +0.2%
OWA
1882
One Wealth Advisors
California
$286K +$286K +1,257 New
CAC
1883
Certified Advisory Corp
Florida
$285K
KIG
1884
Kowal Investment Group
Wisconsin
$285K +$285K +1,253 New
SCA
1885
Sandy Cove Advisors
Massachusetts
$285K -$15.9K -70 -5%
NPA
1886
Nichols & Pratt Advisers
Massachusetts
$285K
TLA
1887
Tanglewood Legacy Advisors
Texas
$284K
VCM
1888
Virtue Capital Management
Tennessee
$283K -$34.7K -160 -11%
APG
1889
Abacus Planning Group
South Carolina
$283K +$6.6K +29 +2%
CSB
1890
City State Bank
Iowa
$283K
BSAM
1891
Blue Square Asset Management
New York
$282K
MWM
1892
Merriman Wealth Management
Washington
$281K -$9.34K -41 -3%
WMWM
1893
Whitaker-Myers Wealth Managers
Ohio
$280K +$280K +1,231 New
IIA
1894
IPG Investment Advisors
California
$280K -$1.09M -4,782 -80%
HPM
1895
Hoxton Planning & Management
West Virginia
$280K +$18.7K +82 +7%
NWM
1896
Northwest Wealth Management
Iowa
$279K -$90.8K -399 -25%
BWA
1897
Beam Wealth Advisors
Louisiana
$279K +$31.2K +137 +13%
HI
1898
Humankind Investments
New York
$279K -$59.4K -261 -18%
HWA
1899
Heartwood Wealth Advisors
Virginia
$278K
PC
1900
Port Capital
Illinois
$278K -$11.8K -52 -4%