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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 %
CWA
1976
CJM Wealth Advisers
Virginia
$239K +$239K +1,049 New
A
1977
AJOVista
Massachusetts
$239K
SFP
1978
Shepherd Financial Partners
Massachusetts
$238K +$238K +1,047 New
CAL
1979
Capital Advisors Ltd
Ohio
$238K +$1.59K +7 +0.7%
WH
1980
Willner & Heller
California
$238K +$238K +1,044 New
VIM
1981
Vista Investment Management
Pennsylvania
$238K -$9.79K -43 -4%
IBOK
1982
Independence Bank of Kentucky
Kentucky
$237K -$5.69K -25 -2%
ICA
1983
Infrastructure Capital Advisors
New York
$237K +$237K +1,039 New
PMSA
1984
Patrick M. Sweeney & Associates
Illinois
$236K +$236K +1,037 New
AF
1985
Apexium Financial
Texas
$235K +$235K +1,033 New
ZF
1986
Zega Financial
Florida
$235K -$76.5K -336 -25%
TNBTD
1987
Trustmark National Bank Trust Department
Mississippi
$234K +$234K +1,029 New
XF
1988
XML Financial
Maryland
$233K +$233K +1,025 New
CA
1989
Claris Advisors
Missouri
$233K +$233K +1,023 New
HT
1990
Headlands Technologies
Illinois
$233K -$2.11M -9,261 -90%
OBWG
1991
Onyx Bridge Wealth Group
New York
$232K +$232K +986 New
Fidelity International
1992
Fidelity International
Bermuda
$232K -$17.4M -76,376 -99%
MW
1993
MBL Wealth
North Carolina
$232K +$232K +1,020 New
SCM
1994
Stonebridge Capital Management
California
$232K +$232K +1,020 New
CFS
1995
CRA Financial Services
New Jersey
$232K +$232K +1,017 New
SAI
1996
Savvy Advisors Inc
New York
$231K +$231K +1,016 New
DFA
1997
Davies Financial Advisors
California
$231K +$231K +1,016 New
IF
1998
Intrua Financial
Texas
$231K +$231K +1,016 New
NAMNJ
1999
NorthStar Asset Management (New Jersey)
New Jersey
$231K +$231K +1,012 New
MFG
2000
Mosaic Financial Group
Illinois
$230K +$230K +1,009 New