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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 %
CPL
2051
CAP Partners LLC
Tennessee
$211K +$211K +927 New
SAW
2052
Signal Advisors Wealth
Michigan
$211K +$211K +925 New
WWM
2053
WT Wealth Management
Arizona
$210K +$210K +923 New
SCM
2054
Saxony Capital Management
Missouri
$210K +$210K +921 New
EIA
2055
Edgemoor Investment Advisors
Maryland
$210K +$210K +921 New
AWM
2056
Alterna Wealth Management
Texas
$209K +$209K +920 New
SC
2057
Stephenson & Company
California
$209K +$209K +918 New
FH
2058
FWG Holdings
Florida
$208K +$208K +871 New
AWP
2059
Accretive Wealth Partners
New Jersey
$208K +$208K +900 New
RWA
2060
Roberts Wealth Advisors
California
$207K +$207K +950 New
LA
2061
Latitude Advisors
Florida
$207K +$207K +910 New
MPM
2062
Meritage Portfolio Management
Kansas
$207K +$207K +909 New
LWMG
2063
Levy Wealth Management Group
Pennsylvania
$207K
LCWP
2064
Legacy Capital Wealth Partners
Arkansas
$207K -$171K -1,042 -45%
MSFS
2065
Main Street Financial Solutions
Pennsylvania
$207K +$207K +908 New
PD
2066
Planning Directions
Pennsylvania
$206K +$206K +905 New
GB
2067
Goepper Burkhardt
South Carolina
$206K +$206K +850 New
AFA
2068
American Financial Advisors
Georgia
$205K +$205K +901 New
AA
2069
Alesco Advisors
New York
$205K +$205K +900 New
TF
2070
Talbot Financial
Washington
$205K +$205K +900 New
AC
2071
Apella Capital
Connecticut
$204K +$204K +930 New
IB
2072
Intrust Bank
Kansas
$204K +$204K +896 New
Financial Engines Advisors
2073
Financial Engines Advisors
California
$204K +$204K +895 New
NCM
2074
Northwest Capital Management
Oregon
$202K
WBC
2075
West Branch Capital
Massachusetts
$201K -$11.4K -50 -5%