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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 %
FNBT
976
FineMark National Bank & Trust
Florida
$1.18M -$38.8K -260 -3%
VA
977
Vident Advisory
Georgia
$1.18M +$1.18M +7,924 New
RMAM
978
Raab & Moskowitz Asset Management
New Jersey
$1.18M -$4.63K -31 -0.4%
AI
979
AXS Investments
New York
$1.18M +$49.2K +330 +4%
MWM
980
Meridian Wealth Management
Kentucky
$1.18M +$566K +3,791 +93%
EM
981
Excalibur Management
Massachusetts
$1.17M -$6.71K -45 -0.6%
SFO
982
Stokes Family Office
Louisiana
$1.17M -$25.4K -170 -2%
WA
983
Wealth Advisors
California
$1.16M
JIC
984
Joel Isaacson & Co
New York
$1.16M +$52.2K +350 +5%
FHA
985
First Horizon Advisors
Tennessee
$1.15M +$129K +866 +13%
SIA
986
Strategic Investment Advisors
Michigan
$1.14M -$139K -931 -11%
BIC
987
Beach Investment Counsel
Pennsylvania
$1.14M
ST
988
Spinnaker Trust
Maine
$1.14M +$285K +1,913 +33%
MF
989
Magnetar Financial
Illinois
$1.14M +$1.14M +7,616 New
AWA
990
Arete Wealth Advisors
Illinois
$1.13M +$154K +1,028 +16%
ABC
991
Associated Banc-Corp
Wisconsin
$1.13M -$9.7K -65 -0.9%
CB
992
Community Bank
New York
$1.12M -$57.1K -383 -5%
RWM
993
Ritholtz Wealth Management
New York
$1.11M +$75.8K +508 +7%
CWM
994
Chesapeake Wealth Management
Virginia
$1.11M -$7.76K -52 -0.7%
KS
995
Karpas Strategies
Connecticut
$1.1M +$746 +5 +0.1%
CSC
996
Caldwell Sutter Capital
California
$1.1M
SPA
997
Sherbrooke Park Advisers
New York
$1.1M +$783K +5,250 +250%
NS
998
NBC Securities
Alabama
$1.1M +$1.1M +7,342 New
STA
999
Summit Trail Advisors
New York
$1.09M -$56.4K -378 -5%
GAM
1000
Gotham Asset Management
New York
$1.09M -$53.9K -361 -5%