AXP icon

American Express

1,983 hedge funds and large institutions have $91.3B invested in American Express in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 741 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,983
Holders Change
-48
Holders Change %
-2.36%
% of All Funds
31.62%
Holding in Top 10
32
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-37.25%
% of All Funds
0.51%
New
146
Increased
738
Reduced
741
Closed
166
Calls
$1.22B
Puts
$1.92B
Net Calls
-$697M
Net Calls Change
-$578M
Name Holding Trade Value Shares
Change
Shares
Change %
BCIM
401
British Columbia Investment Management
British Columbia, Canada
$8.57M +$43.3K +290 +0.5%
CIBC World Market
402
CIBC World Market
Ontario, Canada
$8.46M +$1M +6,735 +13%
PGFC
403
Peapack-Gladstone Financial Corp
New Jersey
$8.41M -$124K -828 -1%
Bank of Nova Scotia
404
Bank of Nova Scotia
Ontario, Canada
$8.4M +$856K +5,735 +11%
RGC
405
Redwood Grove Capital
California
$8.4M +$833K +5,582 +11%
RP
406
Rice Partnership
Hawaii
$8.4M +$170K +1,142 +2%
NA
407
NewEdge Advisors
Louisiana
$8.38M +$2.83M +18,958 +51%
VF
408
Vest Financial
Virginia
$8.38M +$3.85M +25,829 +85%
HLCM
409
Hi-Line Capital Management
South Dakota
$8.29M -$22.7K -152 -0.3%
Mackenzie Financial
410
Mackenzie Financial
Ontario, Canada
$8.27M -$70.5K -486 -0.8%
SSB
411
Sandy Spring Bank
Maryland
$8.24M -$183K -1,224 -2%
SWIG
412
Strategic Wealth Investment Group
Kentucky
$8.2M +$1.09M +7,304 +15%
HWM
413
HB Wealth Management
Georgia
$8.2M +$328K +2,197 +4%
IIM
414
INTECH Investment Management
Florida
$8.17M -$4.54M -30,464 -36%
Wealthfront Advisers
415
Wealthfront Advisers
California
$8.09M -$320K -2,146 -4%
ERIC
416
Eagle Rock Investment Company
Georgia
$8.09M -$161K -1,081 -2%
OIAM
417
OFI Invest Asset Management
France
$8.08M +$8.08M +57,345 New
CAN
418
Cetera Advisor Networks
California
$8.01M -$237K -1,588 -3%
Point72 Asset Management
419
Point72 Asset Management
Connecticut
$7.9M -$2.96M -19,832 -27%
EMPI
420
Elo Mutual Pension Insurance
Finland
$7.89M +$124K +829 +2%
PWM
421
Perigon Wealth Management
California
$7.83M +$703K +4,712 +10%
DC
422
Davenport & Co
Virginia
$7.81M -$162K -1,085 -2%
VPIM
423
Vanguard Personalized Indexing Management
California
$7.8M +$74.1K +497 +1%
PA
424
Perennial Advisors
New York
$7.65M +$83.8K +562 +1%
AWS
425
Atria Wealth Solutions
New York
$7.63M +$682K +4,573 +10%