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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 %
ACM
2101
Acrisure Capital Management
Texas
-$205K -1,389 Closed
FWM
2102
FMB Wealth Management
California
-$204K -1,384 Closed
EWM
2103
Edge Wealth Management
New York
-$201K -1,373 Closed
SCM
2104
Sebold Capital Management
Illinois
-$202K -1,368 Closed
V
2105
ViaWealth
Kansas
-$200K -1,331 Closed
MS
2106
Madden Securities
Texas
-$133K -900 Closed
SAM
2107
Sycomore Asset Management
France
-$120K -816 Closed
RBC
2108
Romano Brothers & Co
Illinois
-$120K -812 Closed
CLOS
2109
Compagnie Lombard Odier SCmA
Switzerland
-$119K -805 Closed
GMA
2110
Glassy Mountain Advisors
Maryland
-$117K -792 Closed
NSB
2111
Norway Savings Bank
Maine
-$92.8K -628 Closed
GIA
2112
Goodwin Investment Advisory
Georgia
-$46.5K -315 Closed
WOSD
2113
WFA of San Diego
California
-$44.2K -299 Closed
HIP
2114
HUB Investment Partners
Texas
-$40.9K -276 Closed
CFG
2115
CKW Financial Group
Hawaii
-$41K -275 Closed
MWM
2116
MinichMacGregor Wealth Management
New York
-$37.8K -256 Closed
LAM
2117
Lakewood Asset Management
Illinois
-$37K -249 Closed
MPCL
2118
My Personal CFO LLC
Washington
-$29.7K -201 Closed
WHG
2119
Westwood Holdings Group
Texas
-$26K -175 Closed
MIM
2120
Macroview Investment Management
Maryland
-$24.8K -168 Closed
EC
2121
Elequin Capital
New York
-$24.8K -168 Closed
IFA
2122
Interactive Financial Advisors
Illinois
-$22.2K -150 Closed
OWA
2123
One Wealth Advisors
California
-$19.9K -135 Closed
BBPWM
2124
Blue Bell Private Wealth Management
Pennsylvania
-$19.4K -131 Closed
MUMSS
2125
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$19K -130 Closed