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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 %
PWMG
2101
Prestige Wealth Management Group
New Jersey
$155K -$407K -1,786 -72%
DMBA
2102
Deseret Mutual Benefit Administrators
Utah
$154K
TCA
2103
Trifecta Capital Advisors
Illinois
$152K -$50.3K -221 -25%
BGAI
2104
Bruce G. Allen Investments
Colorado
$151K -$7.97K -35 -5%
AW
2105
Avion Wealth
Texas
$150K +$916 +4 +0.6%
VCM
2106
Versant Capital Management
Arizona
$150K
LB
2107
Legacy Bridge
Iowa
$146K
W
2108
WealthCollab
Washington
$145K
WPWM
2109
Western Pacific Wealth Management
Illinois
$144K
AT
2110
Arlington Trust
Alabama
$144K -$3.64K -16 -2%
HIM
2111
Hillsdale Investment Management
Ontario, Canada
$143K +$128K +560 +824%
KWAG
2112
Kiely Wealth Advisory Group
North Carolina
$142K
TFM
2113
TFC Financial Management
Massachusetts
$138K +$683 +3 +0.5%
SNB
2114
Security National Bank
Nebraska
$137K
TFIPS
2115
Towarzystwo Funduszy Inwestycyjnych PZU SA
$137K +$50.5K +222 +59%
WPA
2116
West Paces Advisors
Georgia
$133K +$16.4K +72 +14%
FPF
2117
First Pacific Financial
Washington
$130K +$2.05K +9 +2%
WCMN
2118
Westchester Capital Management (Nebraska)
Nebraska
$128K
RFA
2119
Register Financial Advisors
Georgia
$119K +$119K +521 New
AA
2120
AlphaMark Advisors
Kentucky
$118K
CIA
2121
Cape Investment Advisory
Georgia
$117K -$29.1K -128 -20%
BHWM
2122
Beaird Harris Wealth Management
Texas
$115K -$4.33K -19 -4%
Marshall Wace
2123
Marshall Wace
United Kingdom
$114K -$502K -2,203 -82%
CWA
2124
Core Wealth Advisors
Florida
$113K
AA
2125
Addison Advisors
Vermont
$113K +$15K +66 +15%