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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 %
BPCE
1476
Bank Pictet & Cie (Europe)
Germany
$351K -$47.3K -317 -12%
MSA
1477
Marino Stram & Associates
Massachusetts
$350K +$1.79K +12 +0.5%
PG
1478
Patten Group
Tennessee
$348K
TIA
1479
Tiemann Investment Advisors
California
$347K +$16.4K +110 +5%
MIM
1480
Merrion Investment Management
New Jersey
$346K -$41.8K -280 -11%
OPOWM
1481
One Plus One Wealth Management
Florida
$343K
MRCM
1482
M&R Capital Management
New Jersey
$342K +$448 +3 +0.1%
EFSCE
1483
Enterprise Financial Services Corp (EFSC)
Missouri
$341K +$20.3K +136 +6%
PGAM
1484
Princeton Global Asset Management
New Jersey
$338K
CST
1485
Charles Schwab Trust
Nevada
$338K +$32.4K +217 +11%
PWMG
1486
Prestige Wealth Management Group
New Jersey
$338K +$236K +1,584 +232%
GLR
1487
Great Lakes Retirement
Ohio
$338K -$7.01K -47 -2%
ATFA
1488
All Terrain Financial Advisors
Minnesota
$337K
HA
1489
Herold Advisors
New York
$336K -$89.4K -599 -21%
GSC
1490
G&S Capital
Colorado
$334K +$2.39K +16 +0.7%
QPW
1491
Quantum Private Wealth
Florida
$334K
MIM
1492
Morningstar Investment Management
Illinois
$334K
GWS
1493
Glassman Wealth Services
Virginia
$333K +$34.8K +233 +12%
CCA
1494
Cadent Capital Advisors
Oklahoma
$333K -$12.1K -81 -4%
MSWM
1495
McGlone Suttner Wealth Management
Wisconsin
$332K +$11.1K +74 +3%
PI
1496
PFG Investments
New York
$331K +$64K +429 +24%
Members Trust
1497
Members Trust
Florida
$331K
PHAM
1498
Palisades Hudson Asset Management
Florida
$331K
SPW
1499
Sonoma Private Wealth
California
$331K +$30.3K +203 +10%
SFG
1500
Sunburst Financial Group
Alabama
$330K