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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 %
MFT
1451
Moisand Fitzgerald Tamayo
Florida
$366K
SCA
1452
Sippican Capital Advisors
Massachusetts
$366K -$3.73K -25 -1%
FPAS
1453
Focus Partners Advisor Solutions
Missouri
$366K +$366K +2,450 New
RHAM
1454
Round Hill Asset Management
California
$365K -$3.73K -25 -1%
AC
1455
Allstate Corporation
Illinois
$364K
HCM
1456
Howland Capital Management
Massachusetts
$362K
EFG
1457
Everhart Financial Group
Ohio
$361K +$38.2K +256 +12%
LFG
1458
Larson Financial Group
Missouri
$360K +$17.8K +119 +5%
WIM
1459
Wittenberg Investment Management
Massachusetts
$360K
HWM
1460
Horizon Wealth Management
Illinois
$359K +$597 +4 +0.2%
LIA
1461
LS Investment Advisors
Michigan
$359K
WKSWA
1462
White Knight Strategic Wealth Advisors
New Jersey
$359K +$24.2K +162 +7%
MPPLM
1463
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$359K +$29.7K +199 +9%
CIM
1464
Confluence Investment Management
Missouri
$358K
ACM
1465
AUA Capital Management
Pennsylvania
$358K +$72.4K +485 +25%
WIA
1466
Westbourne Investment Advisors
Maryland
$358K
9WM
1467
9258 Wealth Management
Ohio
$358K +$9.4K +63 +3%
DIP
1468
DT Investment Partners
Pennsylvania
$358K
ITIM
1469
Indiana Trust & Investment Management
Indiana
$356K
ATC
1470
Adirondack Trust Company
New York
$356K -$2.39K -16 -0.7%
WCG
1471
Weaver Consulting Group
California
$355K
APA
1472
Astoria Portfolio Advisors
New York
$353K -$21.8K -152 -6%
LCWP
1473
Legacy Capital Wealth Partners
Arkansas
$352K +$352K +2,359 New
6F
1474
626 Financial
Michigan
$352K +$149 +1 +0%
EP
1475
Eudaimonia Partners
Tennessee
$352K -$3.43K -23 -1%