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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 %
CPG
1076
Cornerstone Planning Group
New Jersey
$893K -$895 -6 -0.1%
ATPW
1077
Ashton Thomas Private Wealth
Arizona
$889K +$98.5K +660 +12%
LNB
1078
Ledyard National Bank
$888K -$14.6K -98 -2%
WCM
1079
Weik Capital Management
Pennsylvania
$884K +$113K +755 +15%
WA
1080
Wealth Alliance
New York
$882K +$15.7K +105 +2%
CS
1081
Cannell & Spears
New York
$875K +$1.94K +13 +0.2%
GCGDR
1082
Geo Capital Gestora de Recursos
Brazil
$874K -$1.35M -9,021 -61%
CIC
1083
Cornercap Investment Counsel
Georgia
$873K +$873K +5,850 New
LWCFA
1084
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$872K
EIP
1085
Ellis Investment Partners
Pennsylvania
$870K -$2.24K -15 -0.3%
SP
1086
Symmetry Partners
Connecticut
$870K -$203K -1,362 -19%
LC
1087
Lavaca Capital
Texas
$868K +$38K +255 +5%
HFM
1088
Hartford Funds Management
Pennsylvania
$865K -$54.3K -364 -6%
FA
1089
FDx Advisors
Illinois
$865K -$487K -3,265 -36%
HWP
1090
Highline Wealth Partners
California
$862K
WANY
1091
Wealthspire Advisors (New York)
New York
$854K +$97.6K +654 +13%
TW
1092
TrinityPoint Wealth
Connecticut
$854K +$5.67K +38 +0.7%
AF
1093
Allworth Financial
California
$851K +$46K +308 +6%
NWM
1094
Northcape Wealth Management
New York
$844K
LWANC
1095
Laurel Wealth Advisors (North Carolina)
North Carolina
$844K -$43.9K -294 -5%
LAM
1096
L2 Asset Management
Massachusetts
$842K -$4.05M -3,469 -83%
RAM
1097
Ramirez Asset Management
New York
$836K +$836K +5,604 New
IA
1098
Icon Advisers
Colorado
$817K
AWC
1099
Abundance Wealth Counselors
Pennsylvania
$812K +$812K +5,440 New
CI
1100
CX Institutional
Indiana
$809K -$3.84M -25,725 -83%