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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 %
OPPS
1951
Obsidian Personal Planning Solutions
Maryland
$252K +$252K +1,077 New
FAM
1952
Fenimore Asset Management
New York
$252K
RP
1953
Reinhart Partners
Wisconsin
$250K
SG
1954
StoneX Group
New York
$249K -$182K -800 -42%
TC
1955
Truvestments Capital
Florida
$249K +$29.4K +129 +13%
RIP
1956
RAM Investment Partners
Washington
$248K +$248K +1,089 New
GFP
1957
Gryphon Financial Partners
Ohio
$248K -$29.6K -130 -11%
PCMC
1958
Paragon Capital Management (Colorado)
Colorado
$247K
CGFA
1959
Colton Groome Financial Advisors
North Carolina
$247K
GJIA
1960
Glass Jacobson Investment Advisors
Maryland
$247K
HFS
1961
Howard Financial Services
Texas
$247K +$247K +1,085 New
EFG
1962
Ehrlich Financial Group
California
$245K +$245K +1,078 New
FRM
1963
Fox Run Management
Connecticut
$245K +$245K +1,078 New
BA
1964
Bristlecone Advisors
Washington
$245K
PA
1965
Probity Advisors
Texas
$245K -$3.64K -16 -1%
CWP
1966
Capital Wealth Planning
Florida
$243K +$243K +1,069 New
NFG
1967
Nadler Financial Group
Illinois
$243K +$243K +1,067 New
PIAS
1968
PCA Investment Advisory Services
Ohio
$243K +$243K +1,066 New
NCTC
1969
New Covenant Trust Company
Indiana
$243K +$243K +1,066 New
JDR
1970
Jay D. Rosenbaum
$242K +$242K +1,063 New
KCM
1971
Kathmere Capital Management
Pennsylvania
$242K +$242K +1,062 New
MCM
1972
Mattern Capital Management
Colorado
$241K +$241K +1,057 New
BWA
1973
Blodgett Wealth Advisors
California
$241K +$241K +1,056 New
TA
1974
Tactive Advisors
Florida
$239K +$239K +1,050 New
GWM
1975
Greenwich Wealth Management
Connecticut
$239K -$11.4K -50 -5%