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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 %
LCS
1126
Levin Capital Strategies
New York
$755K -$283K -1,900 -27%
SAM
1127
S.A. Mason
Michigan
$754K +$298 +2 +0%
DFG
1128
Delta Financial Group
New Jersey
$754K +$754K +5,055 New
ZF
1129
Zhang Financial
Michigan
$752K +$78.3K +525 +12%
GC
1130
Garde Capital
Washington
$749K +$1.49K +10 +0.2%
SOAMC
1131
Spirit of America Management Corp
New York
$746K
CWS
1132
Confluence Wealth Services
Pennsylvania
$746K +$14.9K +100 +2%
EAM
1133
EFG Asset Management
Oregon
$739K -$467K -3,129 -39%
SAM
1134
Sompo Asset Management
Japan
$738K +$166K +1,110 +29%
CMANY
1135
Capital Management Associates (New York)
New York
$737K -$2.24K -15 -0.3%
PK
1136
Pflug Koory
Nebraska
$736K +$14.9K +100 +2%
PA
1137
Procyon Advisors
Connecticut
$736K +$255K +1,710 +53%
SAG
1138
SageView Advisory Group
California
$735K -$225K -1,508 -23%
PPWM
1139
Paragon Private Wealth Management
Kentucky
$733K -$183K -1,225 -20%
RWB
1140
RMR Wealth Builders
New Jersey
$732K +$430K +2,883 +143%
PTC
1141
Private Trust Company
Ohio
$731K -$189K -1,264 -21%
BAM
1142
Boyar Asset Management
New York
$729K -$85.6K -574 -11%
FRM
1143
Fox Run Management
Connecticut
$728K +$728K +4,880 New
AG
1144
Ascent Group
Virginia
$725K -$467K -3,068 -39%
JPWM
1145
Jamison Private Wealth Management
Georgia
$725K +$725K +4,862 New
WT
1146
Washington Trust
Rhode Island
$721K
NSIM
1147
North Star Investment Management
Illinois
$719K +$5.82K +39 +0.8%
TPWM
1148
Twelve Points Wealth Management
Massachusetts
$716K +$137K +915 +24%
RMC
1149
Resources Management Corp
Connecticut
$714K -$16.4K -110 -2%
BFC
1150
Bedel Financial Consulting
Indiana
$712K -$60.1K -403 -8%