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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 %
EA
2001
Everpar Advisors
Oklahoma
$230K +$230K +1,010 New
OL
2002
Optas LLC
Texas
$230K +$230K +1,008 New
CVA
2003
Central Valley Advisors
California
$229K +$229K +1,007 New
JIP
2004
Jaffetilchin Investment Partners
Florida
$229K +$229K +1,007 New
MAWCM
2005
Mine & Arao Wealth Creation & Management
California
$229K +$1.14K +5 +0.5%
CAM
2006
Close Asset Management
United Kingdom
$228K
PWAM
2007
Pinnacle West Asset Management
Wyoming
$228K +$228K +1,000 New
TA
2008
TFB Advisors
Kansas
$228K +$228K +985 New
OC
2009
Oarsman Capital
Wisconsin
$228K -$39.8K -175 -15%
PFA
2010
Pathway Financial Advisers
Indiana
$228K +$58.6K +257 +35%
OSNBOA
2011
Old Second National Bank of Aurora
Illinois
$228K -$22.8K -100 -9%
CP
2012
Coho Partners
Pennsylvania
$228K +$228K +1,000 New
WA
2013
Wealthstar Advisors
Texas
$227K +$227K +998 New
FNC
2014
First National Corp
Massachusetts
$227K
FMII
2015
Farmers & Merchants Investments Inc
Nebraska
$227K +$21.6K +95 +11%
FA
2016
FSA Advisors
Michigan
$226K +$226K +993 New
RFM
2017
Royal Fund Management
Florida
$225K +$225K +986 New
OCM
2018
Osterweis Capital Management
California
$224K
BW
2019
BIP Wealth
Georgia
$224K +$224K +982 New
NF
2020
NavPoint Financial
Minnesota
$223K +$223K +981 New
CL
2021
COWA LLC
Oklahoma
$222K +$222K +975 New
HIIFS
2022
Harel Insurance Investments & Financial Services
Israel
$221K -$20.5K -90 -8%
FAM
2023
Family Asset Management
South Carolina
$221K +$221K +969 New
MCM
2024
Monument Capital Management
Virginia
$220K +$220K +966 New
AIM
2025
Aigen Investment Management
New York
$219K +$219K +960 New