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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 %
HI
1976
Hoey Investments
Pennsylvania
$33K
CPA
1977
Cowen Prime Advisors
New York
$32K
FPB
1978
First PREMIER Bank
South Dakota
$30K
CMA
1979
Cedar Mountain Advisors
Oregon
$29.5K -$3.3K -20 -10%
TAIM
1980
TD Ameritrade Investment Management
Nebraska
$29K -$4.26K -26 -13%
SCA
1981
Stuart Chaussee & Associates
California
$28.4K -$5.94K -36 -17%
AFS
1982
Annapolis Financial Services
Maryland
$27.9K -$165 -1 -0.6%
RA
1983
Rise Advisors
New York
$27.7K +$1.49K +9 +6%
PA
1984
PSI Advisors
Florida
$26.4K -$66.1K -401 -71%
GM
1985
GeoWealth Management
Illinois
$26K -$1.86K -11 -7%
TCM
1986
Tradewinds Capital Management
Washington
$24.7K
TCCM
1987
Timber Creek Capital Management
Massachusetts
$24.7K -$8.25K -50 -25%
PCTC
1988
Perkins Coie Trust Company
Washington
$24.7K
2L
1989
25 LLC
Missouri
$24.3K +$24.3K +159 New
CQS
1990
Credential Qtrade Securities
$23.6K
SWM
1991
Sugarloaf Wealth Management
Georgia
$22.7K
MFG
1992
Mendota Financial Group
Wisconsin
$20.9K +$13.5K +72 +180%
FCA
1993
Fortis Capital Advisors
Kansas
$19.8K
AWM
1994
Abound Wealth Management
Tennessee
$19.6K +$9.08K +55 +86%
BCA
1995
Bray Capital Advisors
Florida
$17.8K
VWM
1996
Valley Wealth Managers
New Jersey
$17.3K
CWM
1997
Cranbrook Wealth Management
Michigan
$17.3K
LFA
1998
Level Financial Advisors
New York
$17.3K
IHWM
1999
Iron Horse Wealth Management
Iowa
$16.5K
GWSG
2000
GPS Wealth Strategies Group
Colorado
$16.5K +$16.5K +100 New