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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 %
WC
1001
Woodstock Corp
Massachusetts
$1.09M -$7.76K -52 -0.7%
VC
1002
Veracity Capital
Georgia
$1.09M +$15.4K +103 +1%
AAM
1003
Auxier Asset Management
Oregon
$1.08M -$1.49K -10 -0.1%
BL
1004
Balentine LLC
Georgia
$1.08M +$9.1K +61 +0.8%
GITFIT
1005
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.08M +$543K +2,900 +101%
OWP
1006
Obermeyer Wealth Partners
Colorado
$1.08M
YIA
1007
YHB Investment Advisors
Connecticut
$1.08M -$7.46K -50 -0.7%
JWCA
1008
J.W. Cole Advisors
Florida
$1.08M -$259K -1,733 -19%
MFG
1009
Monte Financial Group
Connecticut
$1.08M -$3.43K -23 -0.3%
LDB
1010
Lee, Danner & Bass
Tennessee
$1.08M
FPCP
1011
Fort Point Capital Partners
California
$1.08M
STC
1012
Sarah T. Connolly
$1.07M
BFG
1013
Beacon Financial Group
Texas
$1.07M -$28K -177 -3%
CB
1014
Cadence Bank
Mississippi
$1.07M -$170K -1,137 -14%
FFM
1015
Forum Financial Management
Illinois
$1.07M +$179K +1,201 +20%
VST
1016
Van Strum & Towne
California
$1.07M
Acadian Asset Management
1017
Acadian Asset Management
Massachusetts
$1.06M -$1.46M -9,822 -58%
TPW
1018
Transatlantique Private Wealth
New York
$1.06M +$3.4K +23 +0.3%
ML
1019
McAdam LLC
Pennsylvania
$1.06M +$1.49K +10 +0.1%
EIM
1020
Essex Investment Management
Massachusetts
$1.05M -$829K -5,554 -44%
IA
1021
Insight Advisors
Pennsylvania
$1.05M -$6.56K -44 -0.6%
JA
1022
JLB & Associates
Michigan
$1.05M +$383K +2,570 +58%
TC
1023
Telemus Capital
Michigan
$1.04M -$3.43K -23 -0.3%
MA
1024
Mutual Advisors
Nebraska
$1.04M +$83.2K +558 +9%
GFG
1025
Greystone Financial Group
Michigan
$1.04M +$450K +3,013 +77%