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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 %
PFSC
751
Peoples Financial Services Corp
Pennsylvania
$2.06M -$129K -862 -6%
BFO
752
Boston Family Office
Massachusetts
$2.05M -$7.46K -50 -0.4%
TH
753
TCTC Holdings
Texas
$2.04M +$11.2K +75 +0.6%
FSA
754
Fort Sheridan Advisors
Illinois
$2.04M +$22.4K +150 +1%
CWM
755
C2C Wealth Management
Arizona
$2.04M
SBIA
756
Sheaff Brock Investment Advisors
Indiana
$2.03M +$149 +1 +0%
ILI
757
Invesco LLC (Illinois)
Illinois
$2.03M +$4.48K +30 +0.2%
NW
758
NewEdge Wealth
Pennsylvania
$2.02M +$59.4K +398 +3%
CIP
759
Chartwell Investment Partners
Pennsylvania
$2.02M -$1.23M -8,246 -38%
GWCM
760
Godshalk Welsh Capital Management
Pennsylvania
$2.02M -$3.73K -25 -0.2%
RT
761
Rockland Trust
Massachusetts
$2.02M -$923K -6,184 -31%
TPCW
762
TD Private Client Wealth
New York
$2.01M -$1.53M -10,253 -43%
VI
763
Vestcor Inc
New Brunswick, Canada
$2.01M -$233K -1,561 -10%
BFA
764
Benedict Financial Advisors
Georgia
$2M +$8.8K +59 +0.4%
CAM
765
Columbia Asset Management
Michigan
$2M -$40.4K -271 -2%
SC
766
Sawyer & Company
Massachusetts
$2M -$11.2K -75 -0.6%
ACA
767
Aptus Capital Advisors
Alabama
$1.99M +$303K +2,030 +18%
RWP
768
RWA Wealth Partners
Massachusetts
$1.99M +$61.6K +413 +3%
TMAM
769
Tokio Marine Asset Management
Japan
$1.98M +$31.8K +213 +2%
CWMU
770
Caliber Wealth Management (Utah)
Utah
$1.98M +$133K +889 +7%
SI
771
Saxon Interests
Texas
$1.98M +$1.28M +8,583 +182%
Impax Asset Management Group
772
Impax Asset Management Group
United Kingdom
$1.97M -$502K -3,365 -20%
TA
773
Townsend & Associates
Colorado
$1.97M +$939K +6,642 +91%
MWM
774
Madison Wealth Management
Ohio
$1.97M +$24.6K +165 +1%
MC
775
Machina Capital
France
$1.97M +$1.97M +13,204 New