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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 %
IHWM
2226
Iron Horse Wealth Management
Iowa
$22.8K
SCA
2227
Stuart Chaussee & Associates
California
$22.8K
OA
2228
Operose Advisors
Wisconsin
$22.3K -$30.7K -135 -58%
RFG
2229
REAP Financial Group
Texas
$22.3K -$10.5K -46 -32%
PPC
2230
Park Place Capital
Alabama
$22.1K -$13.9K -61 -39%
IRAG
2231
Investment Research & Advisory Group
Georgia
$21.9K +$21.9K +96 New
RWM
2232
Ruedi Wealth Management
Illinois
$20.5K +$20.5K +90 New
CWM
2233
Cedar Wealth Management
California
$20.3K +$20.3K +89 New
JWM
2234
Janiczek Wealth Management
Colorado
$20K
RL
2235
Rogco LP
Oklahoma
$18.7K -$23.9K -105 -56%
PP
2236
PFS Partners
New Jersey
$17.1K
ACA
2237
American Capital Advisory
Idaho
$16.6K
CWM
2238
Cranbrook Wealth Management
Michigan
$14.3K -$9.56K -42 -40%
DF
2239
Dunhill Financial
United Kingdom
$13.9K +$1.82K +8 +15%
FFA
2240
Frazier Financial Advisors
Ohio
$13.2K +$2.96K +13 +29%
WIA
2241
Wetzel Investment Advisors
Indiana
$13.1K
SIC
2242
SJS Investment Consulting
Ohio
$13K -$228 -1 -2%
AWM
2243
Activest Wealth Management
Florida
$12.8K +$12.8K +56 New
AP
2244
Atwood & Palmer
Missouri
$11.8K +$6.6K +29 +126%
RG
2245
Retirement Group
California
$11.4K
ETS
2246
ESL Trust Services
New York
$11.4K +$11.4K +50 New
CWM
2247
CarsonAllaria Wealth Management
Illinois
$10.8K
FGAM
2248
Financial Gravity Asset Management
Texas
$10.8K +$3.98K +18 +58%
RWA
2249
Redmont Wealth Advisors
Illinois
$10.7K +$10.7K +47 New
DPW
2250
DiNuzzo Private Wealth
Pennsylvania
$10K +$228 +1 +2%