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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 %
SI
2026
Seeds Investor
New York
$218K -$28.9K -127 -12%
BFM
2027
Boothbay Fund Management
New York
$218K +$218K +956 New
NFSG
2028
Newbridge Financial Services Group
Florida
$217K +$217K +953 New
HG
2029
Harbor Group
New Hampshire
$217K +$217K +952 New
PCM
2030
Princeton Capital Management
New Jersey
$217K +$217K +951 New
IW
2031
Imprint Wealth
South Carolina
$216K +$216K +951 New
CIAS
2032
Capital Investment Advisory Services
North Carolina
$216K +$216K +948 New
MAWA
2033
Moss Adams Wealth Advisors
Washington
$215K -$138K -604 -39%
ACA
2034
Ackerman Capital Advisors
Texas
$215K +$215K +946 New
MCM
2035
Marathon Capital Management
Maryland
$215K +$215K +945 New
AWM
2036
Aprio Wealth Management
Georgia
$215K +$215K +945 New
WFMPM
2037
Woodley Farra Manion Portfolio Management
Indiana
$215K +$215K +943 New
CWA
2038
CM Wealth Advisors
Ohio
$214K +$214K +910 New
PPWM
2039
PFG Private Wealth Management
Florida
$214K +$13.9K +61 +7%
WWP
2040
WR Wealth Planners
Missouri
$214K +$214K +940 New
AFP
2041
Ausdal Financial Partners
Iowa
$214K -$54K -237 -20%
MAG
2042
M3 Advisory Group
Massachusetts
$213K +$213K +937 New
AHL
2043
Abel Hall LLC
Louisiana
$213K +$213K +937 New
GPI
2044
General Partner Inc
Pennsylvania
$213K
SEC
2045
Seven Eight Capital
New York
$213K +$213K +936 New
ATWA
2046
Arbor Trust Wealth Advisors
Michigan
$213K +$213K +975 New
NFP
2047
Narus Financial Partners
Utah
$213K +$213K +934 New
SFG
2048
SevenBridge Financial Group
Pennsylvania
$213K -$63.2K -274 -23%
RCG
2049
Ruane, Cunniff & Goldfarb
New York
$212K +$212K +932 New
AA
2050
Advisory Alpha
Michigan
$212K +$212K +931 New