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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 %
MFG
1401
Midwest Financial Group
Kansas
$406K
TSWM
1402
Triangle Securities Wealth Management
North Carolina
$404K +$5.07K +34 +1%
EWA
1403
EverSource Wealth Advisors
Alabama
$404K -$32.8K -220 -8%
KA
1404
Kozak & Associates
Colorado
$403K +$1.49K +10 +0.4%
PBCM
1405
Point Break Capital Management
Florida
$403K +$403K +2,700 New
GWM
1406
Geneos Wealth Management
Colorado
$401K +$59.1K +396 +17%
PWMG
1407
Provence Wealth Management Group
California
$400K +$73.6K +493 +23%
CM
1408
Castleark Management
Illinois
$399K
RP
1409
Riverbridge Partners
Minnesota
$399K
ICG
1410
InterOcean Capital Group
Tennessee
$399K -$72.2K -484 -15%
MCI
1411
MRP Capital Investments
Georgia
$398K +$147K +2,117 +58%
SFI
1412
SPC Financial Inc
Maryland
$397K
RW
1413
REDW Wealth
New Mexico
$396K
APWA
1414
Atlas Private Wealth Advisors
New Jersey
$395K +$150K +1,004 +61%
IPW
1415
Impact Partnership Wealth
Georgia
$394K +$364K +2,440 +1,214%
SWA
1416
Stratos Wealth Advisors
Ohio
$390K +$171K +1,149 +78%
MAM
1417
McLean Asset Management
Virginia
$389K +$1.06K +7 +0.3%
LFM
1418
LGT Fund Management
Liechtenstein
$389K
KCM
1419
KLK Capital Management
California
$388K +$388K +2,604 New
HCM
1420
Hollencrest Capital Management
California
$388K
PTB
1421
Pioneer Trust Bank
Oregon
$388K
MWA
1422
Meridian Wealth Advisors
Texas
$387K -$15.2K -102 -4%
T
1423
TNF
Montana
$385K
MMG
1424
Monetary Management Group
Missouri
$384K
QC
1425
Quent Capital
New York
$384K +$18.4K +123 +5%