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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 %
DWM
1501
Dechtman Wealth Management
Colorado
$330K +$1.19K +8 +0.4%
PWW
1502
Pettyjohn Wood & White
Virginia
$329K
PAM
1503
Paradigm Asset Management
New York
$328K -$29.8K -200 -8%
WC
1504
Wexford Capital
Florida
$328K
DDPIC
1505
Deroy & Devereaux Private Investment Counsel
Michigan
$328K
LFA
1506
Legacy Financial Advisors
Kentucky
$326K -$298 -2 -0.1%
MFG
1507
MidWestOne Financial Group
Iowa
$326K -$182K -1,218 -36%
BHWM
1508
Bar Harbor Wealth Management
New Hampshire
$326K -$4.03K -27 -1%
Kayne Anderson Rudnick Investment Management
1509
Kayne Anderson Rudnick Investment Management
California
$325K
MIC
1510
Means Investment Company
Maine
$324K -$40.3K -270 -11%
FFA
1511
Founders Financial Alliance
North Carolina
$324K -$31.6K -212 -9%
PFS
1512
Physicians Financial Services
North Carolina
$324K +$14.9K +100 +5%
SWMP
1513
Signature Wealth Management Partners
New Jersey
$324K
RPC
1514
Rossmore Private Capital
Connecticut
$324K
APP
1515
Avantax Planning Partners
Iowa
$324K +$895 +6 +0.3%
WA
1516
Wealth Architects
California
$323K -$4.33K -29 -1%
CT
1517
Columbia Trust
Oregon
$323K +$746 +5 +0.2%
YC
1518
Yarbrough Capital
Tennessee
$322K
AC
1519
ASB Consultores
Florida
$322K -$75K -503 -19%
WPC
1520
Waters Parkerson & Co
Louisiana
$322K
BSB
1521
Bangor Savings Bank
Maine
$322K -$22.4K -150 -6%
SFG
1522
StrategIQ Financial Group
Indiana
$322K -$16.7K -112 -5%
EBA
1523
Eagle Bay Advisors
New York
$322K +$61.5K +412 +24%
NLP
1524
Next Level Private
New York
$322K
GIM
1525
Greylin Investment Management
Virginia
$321K