AXP icon

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 %
SIS
2126
Sound Income Strategies
Florida
$113K +$35.7K +157 +46%
B
2127
Birchbrook
Maine
$112K -$9.56K -42 -8%
T
2128
Tidemark
California
$111K +$38.9K +171 +54%
BWL
2129
Bogart Wealth LLC
Virginia
$110K
SGC
2130
Slocum, Gordon & Co
Rhode Island
$108K -$13.7K -60 -11%
CWP
2131
Concord Wealth Partners
Virginia
$107K +$6.83K +30 +7%
RA
2132
Rise Advisors
New York
$107K +$70.6K +310 +194%
JAM
2133
JCIC Asset Management
Ontario, Canada
$107K
PCFFS
2134
Pacific Center for Financial Services
California
$102K
PP
2135
PrairieView Partners
Minnesota
$101K
FFL
2136
Financial Freedom LLC
Ohio
$100K
TC
2137
Tacita Capital
Ontario, Canada
$100K +$18.2K +80 +22%
PCMC
2138
Planning Capital Management Corporation
Pennsylvania
$98.8K -$25K -110 -20%
CAM
2139
Creekmur Asset Management
Illinois
$97K +$58.3K +256 +151%
BHWM
2140
Bay Harbor Wealth Management
Maryland
$94.7K -$1.14K -5 -1%
AF
2141
Advisornet Financial
Minnesota
$93.2K -$28.7K -126 -24%
HFS
2142
Hantz Financial Services
Michigan
$93K -$44.9K -197 -33%
GG
2143
Gleason Group
Kentucky
$92.6K +$455 +2 +0.5%
FFO
2144
Fortitude Family Office
Arizona
$91.5K
LI
2145
LRI Investments
Florida
$91.3K +$91.3K +401 New
FMB
2146
Field & Main Bank
Kentucky
$91.1K
LCM
2147
Logan Capital Management
Pennsylvania
$91.1K
PB
2148
Pinnacle Bancorp
Nebraska
$87.4K +$6.6K +29 +8%
CFD
2149
Creative Financial Designs
Indiana
$87.1K +$227 +1 +0.3%
AEPWM
2150
Atlantic Edge Private Wealth Management
Florida
$85.2K +$11.2K +49 +15%