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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 %
PTP
1276
Platform Technology Partners
New York
$541K +$156K +1,476 +40%
TAM
1277
Trillium Asset Management
Massachusetts
$539K +$12.7K +85 +2%
SFS
1278
Solitude Financial Services
Virginia
$537K +$53.7K +360 +11%
SC
1279
Saybrook Capital
North Carolina
$537K
OAM
1280
Oak Asset Management
California
$534K +$214K +1,434 +67%
TW
1281
Transform Wealth
Colorado
$528K +$15.1K +101 +3%
HBT
1282
Hills Bank & Trust
Iowa
$527K
GVAG
1283
Great Valley Advisor Group
Delaware
$523K +$1.94K +13 +0.4%
CTA
1284
Colonial Trust Advisors
South Carolina
$523K -$5.82K -39 -1%
ACS
1285
Archford Capital Strategies
Illinois
$522K -$13.7K -92 -3%
HIA
1286
Harbor Investment Advisory
Maryland
$522K +$206K +1,384 +66%
WB
1287
WesBanco Bank
West Virginia
$521K -$7.46K -50 -1%
CIC
1288
Carnegie Investment Counsel
Ohio
$519K +$19.1K +128 +4%
BCG
1289
Breakwater Capital Group
New Jersey
$519K +$14.1K +96 +3%
RIA
1290
Richwood Investment Advisors
Ohio
$515K -$7.01K -47 -1%
AWA
1291
Arkadios Wealth Advisors
Georgia
$515K +$33.7K +226 +7%
DWM
1292
Defined Wealth Management
Oregon
$512K +$2.54K +17 +0.5%
CCM
1293
CAAS Capital Management
New York
$507K +$507K +3,400 New
FPCG
1294
Fort Pitt Capital Group
Pennsylvania
$506K +$24.8K +166 +5%
CWM
1295
Congress Wealth Management
Massachusetts
$506K +$11.6K +78 +2%
SIM
1296
Sentry Investment Management
Wisconsin
$504K -$111K -746 -18%
OFS
1297
OneAscent Financial Services
Alabama
$504K +$504K +3,377 New
PTC
1298
Philadelphia Trust Company
Pennsylvania
$501K
SW
1299
SteelPeak Wealth
California
$500K -$225K -1,506 -31%
CHP
1300
Cable Hill Partners
Oregon
$495K +$12.1K +81 +3%