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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 %
AWM
1951
AllSquare Wealth Management
New York
$49.3K
HC
1952
Hoese & Co
Minnesota
$48.7K
EARNEST Partners
1953
EARNEST Partners
Georgia
$48.3K
VC
1954
Vestor Capital
Illinois
$48K -$662 -4 -1%
CMP
1955
Coston McIsaac & Partners
Maine
$46K +$22.9K +139 +99%
DF
1956
DecisionPoint Financial
Arizona
$45.4K
GWSA
1957
Global Wealth Strategies & Associates
Colorado
$44.9K
SC
1958
Stephens Consulting
Michigan
$42.6K
IFAM
1959
Institutional & Family Asset Management
Colorado
$41.4K
AA
1960
Addison Advisors
Vermont
$39.4K +$12.2K +74 +45%
CWA
1961
Clearview Wealth Advisors
Oregon
$39.2K +$1.82K +11 +5%
BAM
1962
Baldrige Asset Management
Pennsylvania
$39K
ACA
1963
Atlas Capital Advisors
Wyoming
$38.6K
FP
1964
Financial Perspectives
Minnesota
$37.7K +$165 +1 +0.4%
Commonwealth Equity Services
1965
Commonwealth Equity Services
Massachusetts
$37.7K +$2.83K +17,140 +8%
GA
1966
GoalVest Advisory
New York
$37.1K +$1.98K +12 +6%
FWM
1967
Focused Wealth Management
New York
$37.1K +$34.6K +210 +1,400%
CHA
1968
Carmichael Hill & Associates
Maryland
$36.6K
CCA
1969
Column Capital Advisors
Indiana
$35.8K
GEA
1970
Glen Eagle Advisors
New Jersey
$34.8K -$1.65K -10 -5%
SFG
1971
Steward Financial Group
Texas
$34K +$17.4K +108 +105%
GFL
1972
Granite FO LLC
New Hampshire
$33.6K +$15.2K +94 +82%
JGIA
1973
Jackson Grant Investment Advisers
Connecticut
$33.5K +$2.14K +13 +7%
SA
1974
SRH Advisors
Kansas
$33K
CCC
1975
Chelsea Counsel Company
California
$33K