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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 %
PAM
776
Private Asset Management
California
$1.97M
GSB
777
Greenfield Savings Bank
Massachusetts
$1.97M +$35.5K +238 +2%
TCPWM
778
Traverso Chambers Private Wealth Management
California
$1.97M -$597 -4 -0%
WOC
779
West Oak Capital
California
$1.95M -$6.86K -46 -0.4%
SVWAG
780
Sound View Wealth Advisors Group
Georgia
$1.95M +$336K +2,254 +21%
JCM
781
Jacobi Capital Management
Pennsylvania
$1.93M +$38.5K +258 +2%
BP
782
Ballentine Partners
Massachusetts
$1.92M -$25.4K -170 -1%
CG
783
Caprock Group
Idaho
$1.91M -$27.3K -183 -1%
SSWM
784
Smith Salley Wealth Management
North Carolina
$1.91M -$15.4K -103 -0.8%
GIA
785
Gladstone Institutional Advisory
Florida
$1.91M +$103K +689 +6%
XT
786
XTX Topco
Cayman Islands
$1.91M +$1.91M +12,771 New
BCM
787
Bridgeway Capital Management
Texas
$1.89M -$13.1K -88 -0.7%
QCG
788
Quadrant Capital Group
Ohio
$1.89M +$1.34K +9 +0.1%
AIM
789
AHL Investment Management
Florida
$1.89M -$3.73K -25 -0.2%
IIL
790
Insight Inv LLC
California
$1.89M -$20.2K -135 -1%
LNC
791
Lincoln National Corp
Pennsylvania
$1.89M +$3.13K +21 +0.2%
HG
792
Herbst Group
Connecticut
$1.88M +$149K +1,000 +9%
GC
793
GFG Capital
Florida
$1.88M +$3.58K +24 +0.2%
SM
794
Sciencast Management
New Jersey
$1.88M +$1.88M +12,581 New
SS
795
Simplicity Solutions
Minnesota
$1.87M -$392K -2,626 -17%
BFG
796
Bleakley Financial Group
New Jersey
$1.87M -$181K -1,213 -9%
CCG
797
Ceeto Capital Group
Florida
$1.87M +$37.3K +250 +2%
XWM
798
Xcel Wealth Management
Florida
$1.87M -$44.8K -300 -2%
TCOT
799
Trust Company of Toledo
Ohio
$1.87M -$16.3K -109 -0.9%
KW
800
KWB Wealth
California
$1.87M