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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 %
WCMN
1901
Westchester Capital Management (Nebraska)
Nebraska
$92.4K
AW
1902
Avion Wealth
Texas
$91K -$10.2K -69 -10%
CIA
1903
Cape Investment Advisory
Georgia
$90.8K +$90.8K +550 New
FMII
1904
Farmers & Merchants Investments Inc
Nebraska
$90.4K -$529K -3,209 -85%
WPA
1905
West Paces Advisors
Georgia
$89.4K +$24.7K +150 +38%
CWA
1906
Core Wealth Advisors
Florida
$89.2K
SGC
1907
Slocum, Gordon & Co
Rhode Island
$87.9K
CH
1908
Canton Hathaway
Rhode Island
$87K
PP
1909
PrairieView Partners
Minnesota
$85K +$2.64K +16 +3%
NMG
1910
New Millennium Group
Utah
$83.5K
NHT
1911
New Hampshire Trust
New Hampshire
$82.5K -$28.9K -175 -26%
ST
1912
Sageworth Trust
Pennsylvania
$82.5K
BHWM
1913
Beaird Harris Wealth Management
Texas
$79.2K -$13.9K -84 -15%
JAM
1914
JCIC Asset Management
Ontario, Canada
$77.5K
AA
1915
AlphaMark Advisors
Kentucky
$77K
DAC
1916
Dividend Assets Capital
South Carolina
$76K
HT
1917
Headlands Technologies
Illinois
$75.9K +$75.9K +460 New
HS
1918
Horan Securities
United States
$75.4K -$825 -5 -1%
BWL
1919
Bogart Wealth LLC
Virginia
$75.1K +$30K +182 +67%
RFG
1920
RFP Financial Group
Georgia
$74.6K -$648K -3,931 -90%
CSWM
1921
Cassady Schiller Wealth Management
Ohio
$74.4K
RTC
1922
Riverview Trust Company
Washington
$74.2K
PCFFS
1923
Pacific Center for Financial Services
California
$74.2K +$74.2K +450 New
BHWM
1924
Bay Harbor Wealth Management
Maryland
$73.4K -$8.08K -49 -10%
FFL
1925
Financial Freedom LLC
Ohio
$72.6K