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American Express

2,291 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, 893 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,291
Holders Change
+122
Holders Change %
+5.62%
% of All Funds
33.21%
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
893
Closed
93
Calls
$2.54B
Puts
$2.64B
Net Calls
-$95.9M
Net Calls Change
+$296M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
2201
Pacifica Partners
Canada
$38.4K
AWM
2202
Abound Wealth Management
Tennessee
$37.6K +$456 +2 +1%
WAM
2203
WFA Asset Management
Wisconsin
$36.7K
CPG
2204
Custom Portfolio Group
Colorado
$35.5K
TCM
2205
Tradewinds Capital Management
Washington
$34.2K
TSWM
2206
Tyler-Stone Wealth Management
Ohio
$33K -$2.28K -10 -6%
CQS
2207
Credential Qtrade Securities
$32.6K
GWSG
2208
GPS Wealth Strategies Group
Colorado
$30.7K
NA
2209
Nordwand Advisors
Pennsylvania
$30.7K +$1.82K +8 +6%
SA
2210
Scarborough Advisors
Maryland
$30.2K +$227 +1 +0.8%
CH
2211
Canton Hathaway
Rhode Island
$30K
GPFA
2212
Game Plan Financial Advisors
Ohio
$29.6K +$11.4K +50 +63%
AIC
2213
Archer Investment Corporation
Indiana
$29.4K
VWWMG
2214
Vermillion & White Wealth Management Group
Pennsylvania
$29.1K -$5.9K -26 -17%
S
2215
Sachetta
Massachusetts
$28.7K
GFL
2216
Granite FO LLC
New Hampshire
$26.7K
DFA
2217
DHJJ Financial Advisors
Illinois
$26.4K
BCA
2218
Bray Capital Advisors
Florida
$24.6K
JFGIW
2219
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.9K -$61K -268 -72%
VWM
2220
Valley Wealth Managers
New Jersey
$23.9K
CJ
2221
Caitlin John
Michigan
$23.6K -$15.1K -66 -39%
AFG
2222
Albion Financial Group
Utah
$23.5K +$683 +3 +3%
FRA
2223
Front Row Advisors
California
$23.5K +$23.5K +103 New
AWM
2224
Atticus Wealth Management
Florida
$22.8K -$569K -2,500 -96%
DWA
2225
Delos Wealth Advisors
Texas
$22.8K -$22.8K -100 -50%