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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 %
WAG
2176
Wiser Advisor Group
Arizona
$59.4K
SC
2177
Stephens Consulting
Michigan
$58.7K
IFAM
2178
Institutional & Family Asset Management
Colorado
$57.3K
CHA
2179
Carmichael Hill & Associates
Maryland
$56.7K
FWM
2180
FSA Wealth Management
Massachusetts
$55.3K
RS
2181
Rakuten Securities
Japan
$52.8K +$24.1K +106 +84%
FP
2182
Financial Perspectives
Minnesota
$52.4K -$455 -2 -0.9%
WCM
2183
Winthrop Capital Management
Indiana
$52K
BCMLT
2184
Beacon Capital Management LLC (Tennessee)
Tennessee
$51.8K +$32.1K +141 +162%
NIC
2185
Northwest Investment Counselors
Oregon
$51.5K +$51.5K +226 New
LF
2186
LifeSteps Financial
California
$51.2K +$51.2K +225 New
FG
2187
Fairman Group
Pennsylvania
$50.1K -$66K -290 -57%
NC
2188
Nixon Capital
Texas
$49.6K -$16M -70,211 -100%
GEA
2189
Glen Eagle Advisors
New Jersey
$48K
LFA
2190
LGT Financial Advisors
Texas
$47.1K
JGIA
2191
Jackson Grant Investment Advisers
Connecticut
$46.2K
CCC
2192
Chelsea Counsel Company
California
$45.5K
SA
2193
SRH Advisors
Kansas
$45.5K
TCG
2194
Transcendent Capital Group
Oklahoma
$45.5K
CIAS
2195
CBIZ Investment Advisory Services
Ohio
$45.5K +$45.5K +200 New
AFS
2196
Annapolis Financial Services
Maryland
$45.3K +$6.83K +30 +18%
IFS
2197
Intelligent Financial Strategies
Minnesota
$44.2K +$44.2K +194 New
GKIM
2198
GW&K Investment Management
Massachusetts
$42K -$903 -4 -2%
BP
2199
BNP Paribas
France
$39.8K +$39.8K +175 New
MSG
2200
Main Street Group
Virginia
$39.2K +$228 +1 +0.6%