AXP icon

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 %
NICM
851
Neo Ivy Capital Management
New York
$1.6M +$1.6M +10,724 New
CMTU
852
Capital Markets Trading (UK)
United Kingdom
$1.6M +$1.31M +8,769 +453%
SFA
853
Sequoia Financial Advisors
Ohio
$1.6M -$597 -4 -0%
SIS
854
Strategic Investment Solutions
Illinois
$1.59M +$1.57M +9,583 +6,223%
AP
855
Americana Partners
Texas
$1.59M -$790K -5,383 -33%
CW
856
CreativeOne Wealth
Kansas
$1.59M -$218K -1,463 -12%
Marshall Wace
857
Marshall Wace
United Kingdom
$1.59M +$1.59M +10,663 New
P
858
&Partners
Tennessee
$1.59M +$1.59M +10,662 New
RWA
859
Ropes Wealth Advisors
Massachusetts
$1.59M -$1.69M -11,331 -52%
PT
860
Plimoth Trust
Massachusetts
$1.58M -$32.1K -215 -2%
VT
861
Vise Technologies
New York
$1.57M -$14.5K -97 -0.9%
MGIA
862
Moneta Group Investment Advisors
Missouri
$1.57M -$388K -2,604 -20%
SPC
863
Sigma Planning Corp
Michigan
$1.57M +$3.13K +21 +0.2%
HI
864
Horizon Investments
North Carolina
$1.57M -$17.5K -118 -1%
AFA
865
Abacus FCF Advisors
Florida
$1.56M -$42.5K -285 -3%
BC
866
Bridgefront Capital
Texas
$1.56M +$1.56M +10,463 New
PIM
867
Penobscot Investment Management
Massachusetts
$1.56M +$8.06K +54 +0.5%
BHPW
868
Beverly Hills Private Wealth
California
$1.55M -$1.54M -10,331 -50%
SAM
869
Sawgrass Asset Management
Florida
$1.55M -$45.8K -307 -3%
GC
870
Guardian Capital
Ontario, Canada
$1.55M
SYBT
871
Stock Yards Bank & Trust
Kentucky
$1.55M -$164K -1,096 -10%
FB
872
Fulton Bank
Pennsylvania
$1.55M +$196K +1,315 +15%
IWS
873
Insight Wealth Strategies
California
$1.53M +$145K +972 +10%
WI
874
Wintrust Investments
Illinois
$1.53M -$36.1K -242 -2%
PH
875
Pinnacle Holdings
Oklahoma
$1.52M -$221K -1,483 -13%