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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 %
AWA
1351
Authentikos Wealth Advisory
California
$448K -$3.28K -22 -0.7%
LWMM
1352
Legacy Wealth Management (Mississippi)
Mississippi
$448K
CCI
1353
Credit Capital Investments
New Jersey
$444K +$444K +2,979 New
TWM
1354
Tradition Wealth Management
Minnesota
$444K +$13.1K +88 +3%
JFG
1355
Jefferies Financial Group
New York
$444K -$584K -3,915 -57%
PP
1356
PDS Planning
Ohio
$443K +$8.36K +56 +2%
MAM
1357
MWA Asset Management
Massachusetts
$437K +$437K +2,930 New
APIM
1358
Agate Pass Investment Management
Washington
$436K -$61.2K -410 -12%
CA
1359
Cambridge Advisors
Nebraska
$434K
ZIG
1360
Zullo Investment Group
Pennsylvania
$434K +$47.3K +317 +12%
TLCM
1361
Twin Lakes Capital Management
California
$432K +$597 +4 +0.1%
V
1362
VeraBank
Texas
$432K -$9.85K -66 -2%
GTAM
1363
Global Trust Asset Management
Florida
$431K +$2.09K +14 +0.5%
EAM
1364
Eagle Asset Management
Florida
$431K +$106K +711 +33%
SFG
1365
Summit Financial Group
West Virginia
$430K -$183K -1,225 -30%
CTWM
1366
Cherry Tree Wealth Management
Minnesota
$429K
BST
1367
Bath Savings Trust
Maine
$429K
AWA
1368
Aaron Wealth Advisors
Illinois
$427K -$1.51M -10,100 -78%
JWBC
1369
John W. Bristol & Co
New York
$425K
TYCC
1370
Texas Yale Capital Corp
Florida
$425K +$7.46K +50 +2%
SWM
1371
Scissortail Wealth Management
Oklahoma
$425K
FFA
1372
Fortune Financial Advisors
Kansas
$424K +$1.19K +8 +0.3%
MA
1373
Mezzasalma Advisors
New Jersey
$422K +$149 +1 +0%
HDIM
1374
Hanson & Doremus Investment Management
Vermont
$421K
SWM
1375
Sendero Wealth Management
Texas
$420K