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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 %
AIM
1301
Aspen Investment Management
Michigan
$495K +$1.49K +10 +0.3%
LA
1302
LVW Advisors
New York
$494K +$90.5K +607 +22%
JSW
1303
Journey Strategic Wealth
New Jersey
$493K +$1.49K +10 +0.3%
DGAM
1304
Desjardins Global Asset Management
Quebec, Canada
$492K -$338K -2,268 -41%
PO
1305
Private Ocean
California
$492K
TWM
1306
Tanager Wealth Management
United Kingdom
$491K +$21.8K +146 +5%
HFM
1307
Hartford Financial Management
Connecticut
$491K -$746 -5 -0.2%
KFS
1308
Kurt F. Somerville
$490K -$35.8K -240 -7%
QPWM
1309
Quadrant Private Wealth Management
Pennsylvania
$490K -$114K -762 -19%
SAM
1310
SignalPoint Asset Management
Missouri
$487K +$149 +1 +0%
BWP
1311
BSW Wealth Partners
Colorado
$486K +$18.1K +121 +4%
BPC
1312
Banque Pictet & Cie
Switzerland
$485K +$485K +3,250 New
CAMG
1313
CWA Asset Management Group
Florida
$485K +$7.46K +50 +2%
ARC
1314
Advisor Resource Council
Texas
$484K +$39.1K +262 +9%
MAA
1315
Matrix Asset Advisors
New York
$482K
T
1316
TOBAM
France
$481K +$38.9K +261 +9%
PWM
1317
Purus Wealth Management
California
$481K -$6.41K -43 -1%
DA
1318
Doliver Advisors
Texas
$480K
TF
1319
Tompkins Financial
New York
$480K
LJAC
1320
L.J. Altfest & Co
New York
$477K
AWM
1321
Axxcess Wealth Management
California
$477K +$477K +3,196 New
WorldQuant Millennium Advisors
1322
WorldQuant Millennium Advisors
New York
$476K -$26.8M -179,771 -98%
EI
1323
Ellevest Inc
New York
$475K -$38.9K -261 -8%
CYG
1324
Clean Yield Group
Vermont
$475K
PG
1325
Prostatis Group
Maryland
$474K +$474K +3,231 New