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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 %
WAS
2001
Winch Advisory Services
Wisconsin
$16K +$162 +1 +1%
OLVIG
2002
Oliver Lagore Vanvalin Investment Group
Michigan
$15.3K
FGAM
2003
Financial Gravity Asset Management
Texas
$14.6K +$1.51K +17 +11%
JWM
2004
Janiczek Wealth Management
Colorado
$14.4K +$5.4K +33 +60%
BCMLT
2005
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.3K
DWMG
2006
DB Wealth Management Group
California
$12.9K
BWP
2007
Baldwin Wealth Partners
Massachusetts
$10.9K +$9.57K +58 +725%
SIC
2008
SJS Investment Consulting
Ohio
$10.7K +$1.49K +9 +16%
PPC
2009
Park Place Capital
Alabama
$10.7K +$1.49K +9 +16%
AWM
2010
Activest Wealth Management
Florida
$9.74K +$9.74K +56 New
HWM
2011
HighMark Wealth Management
Minnesota
$8.7K +$492 +3 +6%
ACM
2012
Antonetti Capital Management
Florida
$8.25K
RG
2013
Retirement Group
California
$8K
BFPW
2014
BOK Financial Private Wealth
Colorado
$7.92K +$5.61K +34 +243%
HCM
2015
Horrell Capital Management
Arkansas
$7K
TFGT
2016
TS Financial Group (TSFG)
Illinois
$7K
SHIM
2017
Stone House Investment Management
Pennsylvania
$6.88K +$6.88K +42 New
TWD
2018
True Wealth Design
Ohio
$6.84K +$2.67K +16 +64%
DI
2019
Disciplined Investments
Oklahoma
$6.76K -$1.49K -9 -18%
GCM
2020
Gables Capital Management
Florida
$6.6K +$1.65K +10 +33%
CSC
2021
Caldwell Sutter Capital
California
$6.6K +$6.6K +40 New
NSG
2022
Nalls Sherbakoff Group
Tennessee
$6.17K +$6.17K +38 New
CWC
2023
Carolinas Wealth Consulting
North Carolina
$5.94K
WIM
2024
WealthPlan Investment Management
Nebraska
$5.77K +$5.77K +35 New
ORAM
2025
One River Asset Management
Connecticut
$5.36K -$1.1M -6,765 -100%