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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 %
MHIC
901
Marble Harbor Investment Counsel
Massachusetts
$1.41M +$32.8K +220 +2%
IFWM
902
Institute for Wealth Management
Colorado
$1.41M -$34.3K -230 -2%
ACL
903
Applied Capital LLC
Florida
$1.41M -$17K -114 -1%
BB
904
Berkshire Bank
Massachusetts
$1.4M -$5.37K -36 -0.4%
CPSC
905
Carl P. Sherr & Co
Massachusetts
$1.4M -$22.2K -149 -2%
BMCM
906
Bryn Mawr Capital Management
Pennsylvania
$1.4M +$963K +6,455 +220%
BIA
907
Beacon Investment Advisors
Maryland
$1.39M
HIC
908
Hartline Investment Corp
Illinois
$1.37M
AT
909
American Trust
Kentucky
$1.37M -$874K -5,856 -39%
SIAG
910
Signet Investment Advisory Group
Rhode Island
$1.37M -$14.9K -100 -1%
TC
911
TAGStone Capital
North Carolina
$1.36M +$4.92K +33 +0.4%
VIM
912
Vinva Investment Management
Australia
$1.36M -$236K -1,571 -15%
BZWA
913
Blue Zone Wealth Advisors
California
$1.35M -$4.92K -33 -0.4%
WIC
914
Woodmont Investment Counsel
Tennessee
$1.35M -$38.2K -256 -3%
AA
915
Argent Advisors
Louisiana
$1.35M +$11.3K +76 +0.8%
MAS
916
Meeder Advisory Services
Ohio
$1.35M -$230K -1,539 -15%
CDH
917
Charles D. Hyman
$1.34M -$7.46K -50 -0.6%
I
918
INVST
Indiana
$1.34M +$74.3K +498 +6%
DEA
919
DoubleLine ETF Adviser
Florida
$1.34M +$51K +342 +4%
GIA
920
Gateway Investment Advisers
Ohio
$1.34M -$58.6K -393 -4%
UAS
921
United Asset Strategies
New York
$1.33M +$53.6K +359 +4%
ECM
922
Evergreen Capital Management
Washington
$1.33M +$27K +181 +2%
ISL
923
Ingalls & Snyder LLC
New York
$1.33M -$2.98K -20 -0.2%
NFA
924
Northern Financial Advisors
Michigan
$1.33M -$47K -315 -3%
QI
925
Qtron Investments
Massachusetts
$1.33M +$168K +1,123 +14%