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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 %
TC
626
TownSquare Capital
Utah
$3.27M +$190K +1,275 +6%
FG
627
Fiduciary Group
Georgia
$3.26M -$5.22K -35 -0.2%
VCA
628
Verdence Capital Advisors
Maryland
$3.25M +$130K +869 +4%
CIM
629
Chapman Investment Management
California
$3.24M +$57.6K +386 +2%
RJT
630
Raymond James Trust
Florida
$3.23M +$334K +2,239 +12%
SWM
631
Salvus Wealth Management
New Jersey
$3.22M +$5.22K +35 +0.2%
NGA
632
Naples Global Advisors
Florida
$3.22M +$156K +1,045 +5%
FBA
633
Front Barnett Associates
Illinois
$3.21M -$7.46K -50 -0.2%
UF
634
Univest Financial
Pennsylvania
$3.21M -$61.2K -410 -2%
GT
635
Greenleaf Trust
Michigan
$3.21M +$54.3K +364 +2%
MYLI
636
Meiji Yasuda Life Insurance
Japan
$3.19M +$521K +3,492 +20%
ORAM
637
One River Asset Management
Connecticut
$3.17M +$2.75M +18,326 +659%
EF
638
Empirical Finance
Pennsylvania
$3.16M +$270K +1,809 +9%
SW
639
SVB Wealth
Massachusetts
$3.14M -$177K -1,187 -5%
KSWA
640
Kathleen S. Wright Associates
Pennsylvania
$3.13M +$1.76M +11,928 +128%
BRWA
641
B. Riley Wealth Advisors
Florida
$3.13M -$8.98M -60,209 -74%
SLI
642
Sumitomo Life Insurance
Japan
$3.12M +$52.8K +354 +2%
BL
643
BFSG LLC
California
$3.11M +$371K +2,487 +14%
IC
644
IEQ Capital
California
$3.09M +$69.4K +465 +2%
DTL
645
Dynamic Technology Lab
Singapore
$3.08M +$2.66M +17,807 +631%
WPW
646
Warther Private Wealth
Ohio
$3.07M +$738K +4,946 +32%
KRSITF
647
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.06M -$124K -831 -4%
SI
648
Stephens Inc
Arkansas
$3.06M -$48K -322 -2%
BW
649
Bison Wealth
Georgia
$3.04M -$10.6K -71 -0.3%
GHAM
650
Gilman Hill Asset Management
Connecticut
$3.04M -$11.9K -80 -0.4%