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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 %
WS
1526
Wela Strategies
Georgia
$320K +$320K +2,146 New
SWM
1527
Silverlake Wealth Management
Vermont
$320K
AO
1528
Advisor OS
Illinois
$320K -$7.01K -47 -2%
DCM
1529
Donaldson Capital Management
Indiana
$319K -$8.35K -56 -3%
LFAS
1530
Level Four Advisory Services
Texas
$319K -$60.7K -407 -16%
OWA
1531
Opal Wealth Advisors
New York
$316K +$46.2K +310 +17%
CIM
1532
Contravisory Investment Management
Massachusetts
$316K -$15.7K -105 -5%
SPWG
1533
Sage Private Wealth Group
Illinois
$316K +$6.72K +45 +2%
LSPW
1534
Lake Street Private Wealth
Illinois
$315K +$10.1K +67 +3%
HA
1535
HC Advisors
Georgia
$315K +$149 +1 +0%
BCM
1536
Blume Capital Management
California
$315K
AWM
1537
Aberdeen Wealth Management
Illinois
$315K
TA
1538
Trellis Advisors
Washington
$315K +$1.04K +7 +0.3%
CBT
1539
Central Bank & Trust
Kentucky
$314K
HBW
1540
Hazlett, Burt & Watson
West Virginia
$314K -$7.16K -48 -2%
SNBOSD
1541
Security National Bank of So Dak
Iowa
$313K
TFA
1542
Toth Financial Advisory
Virginia
$312K -$1.64K -11 -0.5%
DP
1543
Dearborn Partners
Illinois
$309K
PWA
1544
Phoenix Wealth Advisors
North Carolina
$309K +$5.97K +40 +2%
CD
1545
Chapin Davis
Maryland
$308K +$8.95K +60 +3%
KLCM
1546
KG&L Capital Management
Louisiana
$308K +$100K +671 +48%
EDRH
1547
Edmond de Rothschild Holding
Switzerland
$308K -$47.3K -317 -13%
WCM
1548
Whitener Capital Management
North Carolina
$307K
RPCONE
1549
Retirement Planning Company of New England
Rhode Island
$307K +$54.3K +364 +22%
MAM
1550
Mystic Asset Management
Rhode Island
$307K -$18.6K -125 -6%