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American Express

2,039 hedge funds and large institutions have $103B invested in American Express in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 746 increasing their positions, 734 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,039
Holders Change
+42
Holders Change %
+2.1%
% of All Funds
32.64%
Holding in Top 10
60
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+42.86%
% of All Funds
0.96%
New
184
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 %
BWS
2026
Buck Wealth Strategies
Colorado
$4.95K +$4.95K +30 New
FSWA
2027
Financial Synergies Wealth Advisors
Texas
$4.7K -$649 -4 -12%
PS
2028
PayPay Securities
Japan
$4.45K -$1.98K -12 -31%
OAJ
2029
Ogorek Anthony Joseph
New York
$4K +$4K +25 New
MBFW
2030
Morton Brown Family Wealth
Pennsylvania
$3.46K +$3.46K +21 New
LWA
2031
Lowe Wealth Advisors
Maryland
$3.3K
NC
2032
NewSquare Capital
Pennsylvania
$3.13K
JIR
2033
James Investment Research
Ohio
$3K
ECM
2034
Everence Capital Management
Indiana
$2.88K
AIP
2035
Ahrens Investment Partners
Louisiana
$2.8K +$2.8K +17 New
GFWA
2036
Grey Fox Wealth Advisors
Delaware
$2.64K
CWA
2037
Carolina Wealth Advisors
South Carolina
$2.64K
TWP
2038
TFO Wealth Partners
Ohio
$825 -$1.98K -12 -71%
Marshall Wace
2039
Marshall Wace
United Kingdom
-$59.6M -403,670 Closed
Janney Montgomery Scott
2040
Janney Montgomery Scott
Pennsylvania
-$26.6M -180,090 Closed
Voloridge Investment Management
2041
Voloridge Investment Management
Florida
-$23.3M -157,634 Closed
MML Investors Services
2042
MML Investors Services
Massachusetts
-$10.5M -71,149 Closed
CM
2043
Churchill Management
California
-$10.1M -68,275 Closed
WAM
2044
Wilson Asset Management
Australia
-$10M -67,910 Closed
CA
2045
Cornerstone Advisors
North Carolina
-$9.16M -62,000 Closed
RCW
2046
Rheos Capital Works
Japan
-$8.85M -59,900 Closed
PCM
2047
Prana Capital Management
Connecticut
-$8.22M -55,653 Closed
Hudson Bay Capital Management
2048
Hudson Bay Capital Management
Connecticut
-$5.91M -40,000 Closed
BRCM
2049
Bright Rock Capital Management
Massachusetts
-$5.91M -40,000 Closed
JF
2050
Jump Financial
Illinois
-$4.95M -33,515 Closed