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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 %
TAM
1026
Trust Asset Management
Texas
$1.04M
GBWM
1027
Granite Bay Wealth Management
New Hampshire
$1.03M +$1.03M +6,300 New
PVI
1028
Pine Valley Investments
New Jersey
$1.03M +$274K +1,836 +36%
PP
1029
Patten & Patten
Tennessee
$1.03M +$4.63K +31 +0.5%
CIA
1030
Citadel Investment Advisory
Ohio
$1.03M
SWA
1031
SOA Wealth Advisors
New York
$1.03M +$1.79K +12 +0.2%
PSB
1032
Piscataqua Savings Bank
New Hampshire
$1.03M
BB
1033
Busey Bank
Illinois
$1.02M +$9.85K +66 +1%
BA
1034
Birinyi Associates
Connecticut
$1.02M +$396K +2,650 +64%
WTA
1035
Washington Trust Advisors
Massachusetts
$1.01M +$84.3K +565 +9%
AIP
1036
Ameritas Investment Partners
Nebraska
$1M -$54K -362 -5%
SA
1037
Strategic Advocates
Utah
$1M +$1M +6,708 New
DBT
1038
Dubuque Bank & Trust
Iowa
$999K +$35.5K +238 +4%
DIP
1039
Davis Investment Partners
North Carolina
$997K +$63K +428 +7%
ST
1040
Smithfield Trust
Pennsylvania
$997K -$16K -108 -2%
DI
1041
Diligent Investors
California
$996K
GW
1042
GW & Wade
Massachusetts
$993K -$14.8K -99 -1%
DWP
1043
Daymark Wealth Partners
Ohio
$991K +$936K +95,447 +1,718%
CFG
1044
Carr Financial Group
Massachusetts
$990K
MOS
1045
MGO One Seven
Ohio
$986K +$19.4K +130 +2%
EF
1046
Empowered Funds
Pennsylvania
$980K +$363K +2,435 +59%
SA
1047
SRN Advisors
Pennsylvania
$971K -$59.7K -400 -6%
AWM
1048
Apollon Wealth Management
South Carolina
$970K -$262K -1,754 -21%
PWP
1049
Principle Wealth Partners
Connecticut
$964K -$17.9K -120 -2%
DPIM
1050
Duff & Phelps Investment Management
Illinois
$960K -$18.4K -123 -2%