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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 %
GI
1251
Gradient Investments
Minnesota
$561K -$895 -6 -0.2%
DIM
1252
Delta Investment Management
California
$561K -$9.55K -64 -2%
IAIM
1253
International Assets Investment Management
Florida
$560K -$42K -4,078 -7%
PWG
1254
Portside Wealth Group
Utah
$560K +$40.6K +273 +8%
SWS
1255
SYSTM Wealth Solutions
Illinois
$556K +$50.1K +336 +10%
GBT
1256
Grove Bank & Trust
Florida
$556K +$1.04K +7 +0.2%
CAL
1257
Capital Analysts LLC
Pennsylvania
$555K +$152K +1,021 +38%
MFG
1258
Magnus Financial Group
New York
$555K +$25.5K +171 +5%
IIM
1259
Ipswich Investment Management
Massachusetts
$554K +$29.8K +200 +6%
WP
1260
WealthSource Partners
California
$554K -$597 -4 -0.1%
AI
1261
Accredited Investors
Minnesota
$553K +$38.2K +256 +7%
OCM
1262
Orleans Capital Management
Louisiana
$553K +$23.9K +160 +5%
SWM
1263
SeaCrest Wealth Management
New York
$551K -$91.1K -611 -14%
SIC
1264
Salem Investment Counselors
North Carolina
$548K -$51.2K -343 -9%
GWM
1265
Gitterman Wealth Management
New Jersey
$548K
PGCM
1266
Prescott Group Capital Management
Oklahoma
$546K
CRC
1267
Curi RMB Capital
Illinois
$546K +$51.5K +345 +10%
LP
1268
LGL Partners
Pennsylvania
$544K +$298 +2 +0.1%
FCCM
1269
First City Capital Management
Georgia
$544K
SIC
1270
Sigma Investment Counselors
Michigan
$544K +$17.6K +118 +3%
APC
1271
Aspire Private Capital
North Carolina
$543K +$13.1K +88 +2%
AF
1272
Alerus Financial
North Dakota
$542K -$5.97K -40 -1%
KAM
1273
Knightsbridge Asset Management
California
$542K -$3.3K -22 -0.6%
RWS
1274
Resolute Wealth Strategies
Mississippi
$541K +$746 +5 +0.1%
GWANC
1275
Guardian Wealth Advisors (North Carolina)
North Carolina
$541K +$76.5K +513 +16%