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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 %
LTAS
1101
Linden Thomas Advisory Services
North Carolina
$808K +$67.9K +455 +9%
VCP
1102
Verus Capital Partners
Arizona
$807K +$124K +833 +18%
ARMT
1103
Amica Retiree Medical Trust
Rhode Island
$806K
FCAS
1104
First Command Advisory Services
Texas
$800K +$800K +5,364 New
ONB
1105
Old National Bancorp
Indiana
$798K +$209K +1,400 +35%
CGL
1106
Clarius Group LLC
Washington
$798K -$275K -1,844 -26%
PC
1107
Pecaut & Co
Iowa
$797K -$13K -87 -2%
IWM
1108
IHT Wealth Management
Illinois
$796K +$10.9K +73 +1%
FHA
1109
Flagship Harbor Advisors
Massachusetts
$792K -$50.3K -337 -6%
HCM
1110
Hall Capital Management
Rhode Island
$789K +$94.3K +632 +14%
SC
1111
Syon Capital
California
$788K +$788K +5,280 New
LKIM
1112
Lawson Kroeker Investment Management
Nebraska
$787K +$24.6K +165 +3%
LCM
1113
Lewis Capital Management
California
$787K +$149 +1 +0%
CAG
1114
Crestwood Advisors Group
Massachusetts
$784K +$57.6K +386 +8%
GIA
1115
Guyasuta Investment Advisors
Pennsylvania
$784K
VRM
1116
Vectors Research Management
New York
$777K
BHBT
1117
Burke & Herbert Bank & Trust
Virginia
$776K -$47.1K -316 -6%
FP
1118
Factorial Partners
New York
$776K +$298K +2,000 +63%
HWM
1119
Hohimer Wealth Management
Washington
$775K -$13K -87 -2%
SA
1120
Strategic Advisors
New York
$774K -$67.1K -450 -8%
SIG
1121
Sargent Investment Group
Maryland
$773K -$34.3K -230 -4%
WPW
1122
Waldron Private Wealth
Pennsylvania
$770K +$27.9K +187 +4%
TWA
1123
TCI Wealth Advisors
Arizona
$770K -$30.7K -206 -4%
AL
1124
Aspiriant LLC
California
$764K +$30.1K +202 +4%
BTWM
1125
Baker Tilly Wealth Management
Wisconsin
$763K -$241K -1,618 -24%