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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 %
FFA
1176
First Foundation Advisors
California
$676K -$35.2K -236 -5%
AFG
1177
Allegheny Financial Group
Pennsylvania
$674K +$6.42K +43 +1%
SC
1178
Schulhoff & Co
Ohio
$670K
EIM
1179
Ervin Investment Management
Washington
$669K +$2.39K +16 +0.4%
BAM
1180
Byrne Asset Management
New Jersey
$665K -$766K -4,399 Closed
FFN
1181
Focus Financial Network
Minnesota
$662K +$3.88K +26 +0.6%
IA
1182
IFG Advisors
Missouri
$659K +$895 +6 +0.1%
RFG
1183
RFP Financial Group
Georgia
$657K +$1.19K +8 +0.2%
VEA
1184
Virtus ETF Advisers
New York
$654K +$654K +4,387 New
MMC
1185
Mizuho Markets Cayman
Cayman Islands
$653K +$369K +2,472 +130%
AB
1186
Atlas Brown
Kentucky
$651K +$149 +1 +0%
AIM
1187
Alhambra Investment Management
Florida
$650K
DAS
1188
Dynamic Advisor Solutions
Arizona
$647K +$180K +1,205 +38%
HGERS
1189
Householder Group Estate & Retirement Specialist
Arizona
$646K +$646K +4,332 New
AP
1190
Adero Partners
California
$646K +$28.6K +192 +5%
LP
1191
LMR Partners
United Kingdom
$645K +$645K +4,323 New
WSC
1192
Wellington Shields & Co
New York
$645K
JSL
1193
JT Stratford LLC
Georgia
$644K +$18.5K +124 +3%
FAFN
1194
First Affirmative Financial Network
Colorado
$643K +$42.5K +285 +7%
WAP
1195
Wealthcare Advisory Partners
Pennsylvania
$643K +$153K +1,024 +31%
SI
1196
Symmetry Investments
Jersey
$642K +$642K +4,305 New
RDWM
1197
Red Door Wealth Management
Tennessee
$641K +$53.1K +356 +9%
Jones Financial Companies
1198
Jones Financial Companies
Missouri
$638K -$673K -4,514 -51%
OWA
1199
Outlook Wealth Advisors
Texas
$636K +$37.4K +251 +6%
BAM
1200
Beaumont Asset Management
Texas
$636K -$746 -5 -0.1%