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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 %
LSA
726
L & S Advisors
California
$2.29M -$99.1K -664 -4%
CWM
727
Compass Wealth Management
Connecticut
$2.28M -$48.5K -325 -2%
TBA
728
Tower Bridge Advisors
Pennsylvania
$2.26M
EFMC
729
Empire Financial Management Company
New York
$2.25M -$158K -1,057 -7%
APM
730
Advanced Portfolio Management
New York
$2.24M +$2.24M +15,000 New
EWM
731
Evercore Wealth Management
New York
$2.23M +$94.3K +632 +4%
IVP
732
Intrinsic Value Partners
Arizona
$2.21M -$3.58K -24 -0.2%
CFGS
733
Concourse Financial Group Securities
Alabama
$2.21M -$491K -3,291 -18%
CCM
734
Condor Capital Management
New Jersey
$2.2M +$14.3K +96 +0.7%
KCM
735
Kanawha Capital Management
Virginia
$2.2M -$746 -5 -0%
RCAG
736
Rehmann Capital Advisory Group
Michigan
$2.19M -$44.8K -300 -2%
GD
737
Grandfield & Dodd
New York
$2.19M -$16.1K -108 -0.7%
Empower Advisory Group
738
Empower Advisory Group
Colorado
$2.18M -$39.4K -264 -2%
EHWM
739
Eads & Heald Wealth Management
Georgia
$2.17M -$46.3K -310 -2%
OAM
740
Ostrum Asset Management
France
$2.17M -$320K -2,142 -13%
FNT
741
First National Trust
Pennsylvania
$2.16M -$1.97M -13,198 -48%
BWM
742
Bulltick Wealth Management
Florida
$2.16M +$2.16M +14,480 New
WB
743
Webster Bank
Connecticut
$2.15M +$69.5K +466 +3%
BSW
744
Buckingham Strategic Wealth
Missouri
$2.15M -$112K -748 -5%
IAS
745
Investment Advisory Services
Texas
$2.14M +$39.8K +267 +2%
VFA
746
Valeo Financial Advisors
Indiana
$2.12M +$156K +1,046 +8%
KAM
747
Karani Asset Management
New York
$2.1M -$810K -5,431 -28%
Envestnet Portfolio Solutions
748
Envestnet Portfolio Solutions
Illinois
$2.08M +$2.08M +13,951 New
AAS
749
Avantax Advisory Services
Texas
$2.08M -$20.4K -137 -1%
AA
750
ALPS Advisors
Colorado
$2.07M +$58K +389 +3%