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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 %
WTB
1576
Washington Trust Bank
Washington
$293K
FB
1577
First Bancorp
Maine
$293K
KMWM
1578
Keudell/Morrison Wealth Management
Oregon
$291K -$13K -87 -4%
MFC
1579
Mechanics Financial Corp
Ohio
$291K
RMDI
1580
R.M. Davis Inc
Maine
$289K -$3.44K -23 -1%
RWPA
1581
Richard W. Paul & Associates
Michigan
$289K -$11.3K -76 -4%
IFO
1582
Independent Family Office
New York
$288K
VWM
1583
Venturi Wealth Management
Texas
$288K -$43.1K -289 -13%
MTIC
1584
Missouri Trust & Investment Company
Missouri
$288K -$10.9K -73 -4%
GSEP
1585
Golden State Equity Partners
California
$287K +$23K +154 +9%
AWM
1586
Accurate Wealth Management
Florida
$287K +$41.8K +271 +17%
SG
1587
StoneX Group
New York
$287K -$51.8K -347 -15%
AS
1588
Altshuler Shaham
Israel
$286K -$965K -6,469 -77%
BIM
1589
Barton Investment Management
Pennsylvania
$283K
CIG
1590
Cairn Investment Group
Washington
$283K
KFP
1591
KB Financial Partners
New Jersey
$283K +$30.3K +203 +12%
FPFS
1592
First Personal Financial Services
North Carolina
$283K -$22.4K -150 -7%
BBP
1593
Banco BTG Pactual
Brazil
$283K +$283K +1,894 New
KIC
1594
Keating Investment Counselors
Florida
$280K -$29.8K -200 -10%
FWM
1595
Forza Wealth Management
Florida
$280K
NECFA
1596
New England Capital Financial Advisors
Connecticut
$280K +$1.04K +7 +0.4%
VV
1597
Verity & Verity
South Carolina
$280K
CS
1598
Comerica Securities
Michigan
$279K +$28.2K +189 +11%
SIA
1599
SkyView Investment Advisors
New Jersey
$279K -$342K -2,293 -55%
LWM
1600
Liberty Wealth Management
California
$279K +$596 +4 +0.2%