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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 %
CT
826
Colonial Trust
South Carolina
$1.7M +$8.21K +55 +0.5%
SCM
827
SOL Capital Management
Maryland
$1.7M -$4.48K -30 -0.3%
KIA
828
KCM Investment Advisors
California
$1.69M -$155K -1,041 -8%
NIM
829
NEOS Investment Management
Connecticut
$1.69M +$1.69M +11,310 New
B
830
Bailard
California
$1.68M +$70.3K +471 +4%
Bank Julius Baer & Co
831
Bank Julius Baer & Co
Switzerland
$1.68M -$211K -1,412 -11%
BFA
832
Buttonwood Financial Advisors
Maryland
$1.68M -$9.7K -65 -0.6%
PWP
833
Private Wealth Partners
California
$1.67M
FIM
834
Freedom Investment Management
Connecticut
$1.66M -$1.02M -6,843 -38%
SC
835
Scotia Capital
Ontario, Canada
$1.66M +$33.9K +227 +2%
BWM
836
BNC Wealth Management
Oregon
$1.66M +$36.1K +242 +2%
DRS
837
Deane Retirement Strategies
Louisiana
$1.66M +$1.66M +11,102 New
PA
838
Parallel Advisors
California
$1.65M +$23.6K +158 +1%
DAM
839
Doheny Asset Management
California
$1.65M -$115K -768 -6%
HTC
840
Haverford Trust Company
Pennsylvania
$1.65M -$143K -958 -8%
SJIM
841
St. Johns Investment Management
Florida
$1.65M +$4.03K +27 +0.2%
GFA
842
Gifford Fong Associates
California
$1.64M
GWMIA
843
Global Wealth Management Investment Advisory
Florida
$1.64M +$109K +729 +7%
PA
844
Profund Advisors
Maryland
$1.63M -$49.4K -331 -3%
IA
845
IFG Advisory
Georgia
$1.63M -$56.5K -379 -3%
WGCA
846
Wolf Group Capital Advisors
Virginia
$1.62M -$55.6K -373 -3%
RG
847
Rathbones Group
United Kingdom
$1.61M +$380K +2,548 +31%
AIC
848
Argus Investors Counsel
New York
$1.61M -$50.7K -340 -3%
PAS
849
Park Avenue Securities
New York
$1.6M -$606K -4,064 -27%
BPWM
850
Badgley Phelps Wealth Managers
Washington
$1.6M +$156K +1,047 +11%