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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 %
IWMWV
2151
Ironwood Wealth Management (West Virginia)
West Virginia
$82.3K
BIA
2152
Bell Investment Advisors
California
$81.7K
OLVIG
2153
Oliver Lagore Vanvalin Investment Group
Michigan
$81.7K
VAMG
2154
Voisard Asset Management Group
Michigan
$80.8K +$11.4K +50 +16%
CAC
2155
Core Alternative Capital
Georgia
$78.3K -$53.3K -234 -40%
FCG
2156
Financial Connections Group
California
$77K -$346K -1,500 -82%
HCM
2157
Hollencrest Capital Management
California
$74.4K -$518K -2,274 -87%
GA
2158
GoalVest Advisory
New York
$74.2K +$23.2K +102 +46%
PWMG
2159
Private Wealth Management Group
New Jersey
$73.1K
CCA
2160
Criterion Capital Advisors
Tennessee
$72.9K
FIM
2161
Fernwood Investment Management
Massachusetts
$71.7K +$71.7K +315 New
EC
2162
EntryPoint Capital
New York
$71.3K +$2.51K +11 +4%
OPTFSNA
2163
Old Point Trust & Financial Services N A
Virginia
$68.8K +$68.8K +302 New
NMM
2164
Naples Money Management
Florida
$68.5K
FIM
2165
FWL Investment Management
Texas
$68.3K
QPBE
2166
Quintet Private Bank (Europe)
Luxembourg
$68K +$68K +259 New
C
2167
Covestor
United Kingdom
$67K +$454 +2 +0.7%
RDFA
2168
Ritter Daniher Financial Advisory
Ohio
$66.7K
ACA
2169
Atlas Capital Advisors
Wyoming
$65.1K +$11.8K +52 +22%
RFS
2170
Richardson Financial Services
Massachusetts
$64.2K +$1.82K +8 +3%
BSC
2171
Brown Shipley & Co
United Kingdom
$63.7K +$63.7K +280 New
CMP
2172
Coston McIsaac & Partners
Maine
$63K
GWSA
2173
Global Wealth Strategies & Associates
Colorado
$61.9K
AWM
2174
AllSquare Wealth Management
New York
$61.7K -$5.69K -25 -8%
HC
2175
Hoese & Co
Minnesota
$61.4K