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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 %
RI
1326
Ridgewood Investments
New Jersey
$474K
H
1327
HoyleCohen
California
$472K -$11.3K -76 -2%
PFGIA
1328
Patriot Financial Group Insurance Agency
Massachusetts
$469K -$25.5K -171 -5%
PL
1329
Plancorp LLC
Missouri
$469K +$8.06K +54 +2%
EB
1330
Exchange Bank
California
$468K
ERIM
1331
Eagle Ridge Investment Management
Connecticut
$468K
CSPAM
1332
Cary Street Partners Asset Management
Virginia
$465K -$16.7K -112 -3%
AC
1333
Abbrea Capital
California
$463K -$75.4K -505 -14%
HC
1334
Hamilton Capital
Ohio
$463K +$16K +107 +4%
GA
1335
Geller Advisors
New York
$462K -$30.4K -204 -6%
CBT
1336
CoreFirst Bank & Trust
Kansas
$462K
PL
1337
Perpetual Ltd
Australia
$461K -$94K -630 -17%
AF
1338
Arrow Financial
New York
$460K -$39.2K -263 -8%
PCP
1339
Proficio Capital Partners
Massachusetts
$459K +$215K +1,442 +88%
WP
1340
Westmount Partners
California
$458K -$2.84K -19 -0.6%
BDA
1341
Borer Denton & Associates
Pennsylvania
$457K +$1.64K +11 +0.4%
APW
1342
Acima Private Wealth
Virginia
$456K
FW
1343
FirstPurpose Wealth
Utah
$455K +$4.48K +30 +1%
KA
1344
Kovack Advisors
Florida
$454K -$63.1K -423 -12%
EFL
1345
ERn Financial LLC
Wisconsin
$453K
SRC
1346
Shufro Rose & Co
New York
$452K -$4.18K -28 -0.9%
MA
1347
MCF Advisors
Kentucky
$452K +$9.4K +63 +2%
RMCM
1348
Reynders McVeigh Capital Management
Massachusetts
$450K +$111K +747 +33%
AIM
1349
Acropolis Investment Management
Missouri
$448K
LAI
1350
Legal Advantage Investments
California
$448K -$14.9K -100 -3%