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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 %
CF
1901
Centaurus Financial
California
$278K +$2.05K +9 +0.7%
HBT
1902
Heartland Bank & Trust
Illinois
$278K -$22.8K -100 -8%
WMP
1903
Wealth Management Partners
Arizona
$278K
FCM
1904
Firestone Capital Management
Florida
$277K
FTIS
1905
First Trust Investment Solutions
Florida
$276K +$276K +1,214 New
KFI
1906
Key Financial Inc
Pennsylvania
$276K
CGA
1907
Crescent Grove Advisors
Illinois
$275K +$275K +1,209 New
CC
1908
Callan Capital
California
$274K +$274K +1,204 New
CCP
1909
Carmel Capital Partners
California
$273K -$455 -2 -0.2%
BIM
1910
Bridges Investment Management
Nebraska
$273K -$11.4K -50 -4%
OFG
1911
Omega Financial Group
California
$273K
SHGA
1912
Sand Hill Global Advisors
California
$273K -$12.1K -53 -4%
NAS
1913
Nicolet Advisory Services
Wisconsin
$272K +$272K +1,236 New
OAM
1914
Oxford Asset Management
United Kingdom
$269K +$269K +1,183 New
TFF
1915
The Family Firm
Maryland
$268K +$683 +3 +0.3%
OWM
1916
OneAscent Wealth Management
Alabama
$268K +$25.9K +114 +11%
VA
1917
Valmark Advisers
Ohio
$268K +$268K +1,177 New
NCM
1918
Novare Capital Management
North Carolina
$268K +$268K +1,177 New
MIM
1919
Montgomery Investment Management
Maryland
$268K
CPSAC
1920
Chas P. Smith & Associates (CPS)
Florida
$267K +$8.42K +37 +3%
CCA
1921
Cottonwood Capital Advisors
Utah
$267K -$28.8K -132 -10%
EWA
1922
Encompass Wealth Advisors
Oregon
$266K -$13.7K -60 -5%
1WM
1923
1900 Wealth Management
Texas
$265K
MCC
1924
Money Concepts Capital
Florida
$264K +$264K +1,161 New
DDC
1925
DF Dent & Co
Maryland
$263K -$455 -2 -0.2%