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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 %
CAL
1926
Capital Advisors Ltd
Ohio
$72K -$99.4K -603 -58%
C
1927
Covestor
United Kingdom
$70K -$6.27K -38 -8%
SWA
1928
Sutton Wealth Advisors
Florida
$67.5K -$560K -3,395 -89%
GG
1929
Gleason Group
Kentucky
$66.1K +$165 +1 +0.3%
BCFD
1930
Boit C.F. David
$66K
FMB
1931
Field & Main Bank
Kentucky
$66K
AT
1932
Avalon Trust
New Mexico
$65.2K +$65.2K +395 New
POIA
1933
Pin Oak Investment Advisors
Texas
$64K +$64K +388 New
CFD
1934
Creative Financial Designs
Indiana
$63K +$2.97K +18 +5%
CP
1935
Castleview Partners
Texas
$63K +$63K +382 New
PB
1936
Pinnacle Bancorp
Nebraska
$61K
JFGIW
1937
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.2K +$34.8K +211 +137%
RFA
1938
Register Financial Advisors
Georgia
$59.9K -$16.5K -100 -22%
IWMWV
1939
Ironwood Wealth Management (West Virginia)
West Virginia
$59.9K
IGWM
1940
ICA Group Wealth Management
Colorado
$59.7K -$74.1K -449 -55%
NIC
1941
Northwest Investment Counselors
Oregon
$59.5K
LF
1942
Lee Financial
Texas
$59.1K -$38.8K -235 -40%
TC
1943
Tacita Capital
Ontario, Canada
$59K
HCM
1944
Highlander Capital Management
New Jersey
$58K
RAM
1945
Riggs Asset Management
Pennsylvania
$57.8K -$16.5K -100 -22%
SIS
1946
Sound Income Strategies
Florida
$57.2K
FCG
1947
Financial Connections Group
California
$55K -$88.3K -536 -62%
RDFA
1948
Ritter Daniher Financial Advisory
Ohio
$53.6K -$7.42K -45 -12%
BIA
1949
Bell Investment Advisors
California
$51K +$6.6K +40 +15%
TFP
1950
Tilia Fiduciary Partners
North Carolina
$49.5K +$22.1K +134 +81%