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American Express

2,320 hedge funds and large institutions have $139B invested in American Express in 2024 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 819 increasing their positions, 918 reducing their positions, and 106 closing their positions.

Holders
2,320
Holders Change
+30
Holders Change %
+1.31%
% of All Funds
33.75%
Holding in Top 10
70
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.89%
% of All Funds
1.02%
New
170
Increased
819
Reduced
918
Closed
106
Calls
$2.64B
Puts
$2.39B
Net Calls
+$248M
Net Calls Change
+$344M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
2276
SJS Investment Consulting
Ohio
$13K -$232 -1 -2%
VWA
2277
Valued Wealth Advisors
Utah
$12.1K +$2.55K +11 +27%
ETS
2278
ESL Trust Services
New York
$11.6K
DPW
2279
DiNuzzo Private Wealth
Pennsylvania
$11.6K +$1.39K +6 +14%
CWM
2280
CarsonAllaria Wealth Management
Illinois
$11.1K
RWA
2281
Redmont Wealth Advisors
Illinois
$10.9K
PP
2282
Pacifica Partners
Canada
$10.6K -$29.4K -125 -74%
NAAA
2283
New Age Alpha Advisors
New York
$10.2K +$10.2K +44 New
HCM
2284
Horrell Capital Management
Arkansas
$10K
HWM
2285
HighMark Wealth Management
Minnesota
$9.82K
SHIM
2286
Stone House Investment Management
Pennsylvania
$9.8K
SWM
2287
Sugarloaf Wealth Management
Georgia
$9.73K
CWC
2288
Carolinas Wealth Consulting
North Carolina
$9.26K -$232 -1 -2%
FW
2289
Fairway Wealth
Ohio
$9.03K +$9.03K +39 New
DCM
2290
Davis Capital Management
Florida
$8.89K +$5.85K +25 +192%
EC
2291
Elequin Capital
New York
$8.8K +$8.8K +38 New
TWP
2292
Triad Wealth Partners
Kansas
$8.35K +$8.35K +36 New
TCCM
2293
Timber Creek Capital Management
Massachusetts
$8.1K
BWP
2294
Baldwin Wealth Partners
Massachusetts
$8.1K +$6.25K +27 +338%
DMIC
2295
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.1K +$8.1K +35 New
GIM
2296
Gold Investment Management
Alberta, Canada
$7.64K
SFC
2297
Strategic Financial Concepts
Texas
$7.43K +$7.43K +85,396 New
RTL
2298
Red Tortoise LLC
Georgia
$7.41K
OAJ
2299
Ogorek Anthony Joseph
New York
$7K +$1.85K +9 +36%
HI
2300
Hoey Investments
Pennsylvania
$6.95K