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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 %
HCM
2251
Horrell Capital Management
Arkansas
$10K
SHIM
2252
Stone House Investment Management
Pennsylvania
$9.64K
HWM
2253
HighMark Wealth Management
Minnesota
$9.63K
SWM
2254
Sugarloaf Wealth Management
Georgia
$9.56K
WF
2255
WoodTrust Financial
Wisconsin
$9.39K -$151 -663 -2%
VWA
2256
Valued Wealth Advisors
Utah
$9.36K +$456 +2 +5%
CWC
2257
Carolinas Wealth Consulting
North Carolina
$9.34K -$2.05K -9 -18%
MFG
2258
Mendota Financial Group
Wisconsin
$9.11K
GCM
2259
Gables Capital Management
Florida
$9.11K
CAM
2260
ClariVest Asset Management
California
$9.11K +$2.5K +11 +38%
FRA
2261
Frank Rimerman Advisors
California
$8.65K
TCCM
2262
Timber Creek Capital Management
Massachusetts
$7.97K
GIM
2263
Gold Investment Management
Alberta, Canada
$7.51K +$1.82K +8 +32%
RTL
2264
Red Tortoise LLC
Georgia
$7.29K
HI
2265
Hoey Investments
Pennsylvania
$6.83K -$22.8K -100 -77%
AFWM
2266
Abich Financial Wealth Management
Virginia
$6.83K -$10K -44 -59%
FSWA
2267
Financial Synergies Wealth Advisors
Texas
$6.49K -$895 -4 -12%
TFGT
2268
TS Financial Group (TSFG)
Illinois
$6K -$3.86K -18 -39%
TFA
2269
Transamerica Financial Advisors
Florida
$6K +$6K +23 New
TWD
2270
True Wealth Design
Ohio
$5.8K
FUBT
2271
First United Bank & Trust
Maryland
$5.69K
MCM
2272
MidAtlantic Capital Management
Virginia
$5.01K
OAJ
2273
Ogorek Anthony Joseph
New York
$5K
WAS
2274
Winch Advisory Services
Wisconsin
$4.61K -$10.6K -46 -70%
IA
2275
IFS Advisors
Kansas
$4.55K