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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 %
FCA
1926
FLC Capital Advisors
California
$263K
PCMC
1927
Private Capital Management (Colorado)
Colorado
$263K +$263K +1,154 New
BWM
1928
Buckley Wealth Management
Nevada
$262K -$19.6K -86 -7%
RPWA
1929
Regent Peak Wealth Advisors
Georgia
$262K -$11.2K -49 -4%
TNA
1930
True North Advisors
Texas
$262K -$1.14K -5 -0.4%
SOS
1931
Silver Oak Securities
Tennessee
$262K -$228 -1 -0.1%
TIM
1932
Tortoise Investment Management
New York
$262K -$5.69K -25 -2%
AWAU
1933
Alliance Wealth Advisors (Utah)
Utah
$260K +$12.3K +54 +5%
MCM
1934
Mendel Capital Management
Arkansas
$259K
CG
1935
Clifford Group
Massachusetts
$259K
WFI
1936
West Family Investments
California
$258K +$258K +1,135 New
CFO
1937
CVA Family Office
Colorado
$258K +$9.56K +42 +4%
GFPC
1938
Global Financial Private Client
Florida
$258K
HI
1939
Hudock Inc
Pennsylvania
$258K
WCM
1940
Wedge Capital Management
North Carolina
$257K -$10.2K -45 -4%
AGWCA
1941
Annis Gardner Whiting Capital Advisors
Florida
$256K +$149K +655 +140%
VFA
1942
Voya Financial Advisors
Connecticut
$256K -$35.3K -155 -12%
BSHC
1943
Breed's Hill Capital
Massachusetts
$256K
DWA
1944
Delap Wealth Advisory
Oregon
$255K +$255K +1,121 New
ODIJL
1945
One Day In July LLC
Vermont
$255K -$17.1K -75 -6%
IFU
1946
iSAM Funds (UK)
United Kingdom
$255K +$255K +1,118 New
MHR
1947
Matthew Hamilton Rosenberg
$254K -$5.46K -24 -2%
SMWM
1948
Silvia McColl Wealth Management
California
$254K
DFA
1949
Delta Financial Advisors
Louisiana
$253K
CMS
1950
Capital Market Strategies
Florida
$253K +$1.82K +8 +0.7%