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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 %
CG
1201
CFO4Life Group
Texas
$636K -$15.7K -105 -2%
SRC
1202
Sage Rhino Capital
California
$635K -$13.4K -90 -2%
BJL
1203
Brighton Jones LLC
Washington
$635K +$9.1K +61 +1%
FTWA
1204
Fifth Third Wealth Advisors
Ohio
$634K +$347K +2,323 +121%
HH
1205
Hilltop Holdings
Texas
$632K -$2.04M -13,706 -76%
DWM
1206
Dakota Wealth Management
Florida
$631K -$128K -860 -17%
GL
1207
Graypoint LLC
New York
$631K -$35.4K -237 -5%
CA
1208
Continuum Advisory
Idaho
$631K -$273K -1,830 -30%
HWA
1209
Heritage Wealth Advisors
Virginia
$631K -$2.69K -18 -0.4%
CWS
1210
Cypress Wealth Services
California
$630K +$1.19K +8 +0.2%
PCG
1211
Prosperity Consulting Group
Maryland
$629K +$629K +4,217 New
LWM
1212
Lyell Wealth Management
California
$627K
BDFN
1213
Bond & Devick Financial Network
Minnesota
$627K -$17.2K -115 -3%
EAM
1214
Evanson Asset Management
California
$626K +$149 +1 +0%
WA
1215
WBH Advisory
Maryland
$624K +$3.28K +22 +0.5%
AWM
1216
Aries Wealth Management
Maine
$620K +$60.5K +396 +11%
CFSG
1217
Community Financial Services Group
Vermont
$620K +$620K +4,156 New
EWM
1218
Evermay Wealth Management
Virginia
$619K +$7.61K +51 +1%
BMC
1219
Benin Management Corp
Connecticut
$614K
PSFG
1220
Prairie Sky Financial Group
Illinois
$614K +$2.24K +15 +0.4%
BIM
1221
Baldwin Investment Management
Pennsylvania
$613K
BWM
1222
BigSur Wealth Management
Florida
$612K -$44.8K -300 -7%
EWM
1223
Empirical Wealth Management
Washington
$610K +$166K +1,112 +37%
CPIG
1224
Chicago Partners Investment Group
Illinois
$608K -$2.75K -19 -0.5%
SWM
1225
Spire Wealth Management
Virginia
$606K -$27.4K -184 -4%