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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 %
OTL
1226
Oak Thistle LLC
New York
$604K +$604K +4,048 New
SF
1227
Summit Financial
New Jersey
$603K +$10K +67 +2%
MAM
1228
Morse Asset Management
Connecticut
$603K -$59.7K -400 -9%
BTI
1229
Blue Trust Inc
Georgia
$601K +$262K +1,507 +77%
ECM
1230
Estabrook Capital Management
New York
$600K -$37.3K -250 -6%
FWTB
1231
First Western Trust Bank
Colorado
$599K -$7.01K -47 -1%
CA
1232
Centerpoint Advisors
Massachusetts
$596K
JWCA
1233
J.W. Coons Advisors
Ohio
$592K +$29.8K +200 +5%
BFM
1234
Boston Financial Management
Massachusetts
$591K -$25.5K -171 -4%
PA
1235
PFG Advisors
Arizona
$590K +$1.34K +9 +0.2%
CWM
1236
Cornerstone Wealth Management
Missouri
$590K +$46.3K +310 +9%
LCM
1237
Lazari Capital Management
California
$586K +$5.97K +40 +1%
OC
1238
Oakworth Capital
Alabama
$583K -$9.7K -65 -2%
OGC
1239
Oak Grove Capital
New Hampshire
$583K -$151K -1,014 -21%
CANC
1240
Culbertson A N & Co
Virginia
$581K +$4.18K +28 +0.7%
SMH
1241
Sanders Morris Harris
Texas
$580K +$88.7K +595 +18%
RGI
1242
River Global Investors
United Kingdom
$580K -$26.9K -180 -4%
LA
1243
Lifeworks Advisors
Michigan
$578K -$51.3K -344 -8%
LW
1244
Linscomb Wealth
Texas
$576K -$169K -1,130 -23%
ANBT
1245
American National Bank & Trust
Texas
$571K
MIM
1246
MTM Investment Management
South Carolina
$570K
USB
1247
Union Savings Bank
Connecticut
$570K +$33.6K +225 +6%
EFS
1248
Essex Financial Services
Connecticut
$569K +$4.18K +28 +0.7%
SB
1249
Sunflower Bank
Texas
$565K -$8.21K -55 -1%
PFS
1250
Prospera Financial Services
Texas
$561K -$86.2K -576 -13%