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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 %
PAMG
2076
Patton Albertson Miller Group
Tennessee
$201K +$201K +881 New
FBT
2077
First Bankers Trust
Kentucky
$201K +$201K +881 New
WE
2078
Wealth Effects
Massachusetts
$200K +$200K +880 New
WWM
2079
Wolff Wiese Magana
California
$197K
DF
2080
DecisionPoint Financial
Arizona
$194K
YDMI
2081
Y.D. More Investments
Israel
$191K +$4.55K +20 +2%
OCM
2082
Orion Capital Management
California
$189K -$2.28K -10 -1%
FFC
2083
First Financial Corp
Indiana
$188K -$63.5K -279 -25%
NECFA
2084
New England Capital Financial Advisors
Connecticut
$185K -$242K -1,063 -57%
MWM
2085
Mascoma Wealth Management
New Hampshire
$184K
1832 Asset Management
2086
1832 Asset Management
Ontario, Canada
$181K
KFS
2087
Kelly Financial Services
Massachusetts
$178K +$228 +1 +0.1%
PCA
2088
Providence Capital Advisors
North Carolina
$175K
FMP
2089
Financial Management Professionals
Texas
$175K +$20.5K +90 +13%
SFA
2090
Semmax Financial Advisors
North Carolina
$173K +$135K +564 +350%
GJWM
2091
Gilliland Jeter Wealth Management
Arkansas
$173K +$173K +759 New
CB
2092
CNB Bank
Pennsylvania
$173K
AT
2093
Avalon Trust
New Mexico
$171K
VC
2094
Vestor Capital
Illinois
$170K
CP
2095
Castleview Partners
Texas
$169K +$5.01K +22 +3%
CJL
2096
Cyrus J. Lawrence
New York
$165K +$165K +729 New
IGWM
2097
ICA Group Wealth Management
Colorado
$161K +$12.1K +53 +8%
WIM
2098
Westside Investment Management
California
$158K
FMTCOCP
2099
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$157K -$16K -70 -9%
FCT
2100
First Community Trust
Iowa
$156K