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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 %
R
1601
Rebalance
California
$277K
TIM
1602
Thompson Investment Management
Wisconsin
$277K
GKWIM
1603
Gerber Kawasaki Wealth & Investment Management
California
$277K -$11.5K -77 -4%
AWM
1604
Arista Wealth Management
Nevada
$276K +$1.64K +11 +0.6%
IAN
1605
Integrated Advisors Network
Texas
$276K -$16.6K -111 -6%
BAM
1606
Blueshift Asset Management
New Jersey
$276K +$276K +1,847 New
THL
1607
Tillman Hartley LLC
Colorado
$275K -$9.25K -62 -3%
LSIA
1608
LaSalle St. Investment Advisors
Illinois
$275K +$275K +1,849 New
AT
1609
Arden Trust
Delaware
$275K -$66.7K -447 -20%
FCM
1610
Family Capital Management
Michigan
$274K -$597 -4 -0.2%
IIC
1611
Integrated Investment Consultants
Michigan
$273K -$11.6K -78 -4%
FCG
1612
Financial Connections Group
California
$273K
IMCOOI
1613
Investment Management Corp of Ontario (IMCO)
Canada
$272K +$82.5K +553 +43%
KAS
1614
KPP Advisory Services
Kentucky
$272K +$272K +1,821 New
AFG
1615
Atomi Financial Group
New York
$271K +$72.9K +489 +37%
FC
1616
Forte Capital
New York
$270K +$50.3K +337 +23%
NCM
1617
Northside Capital Management
Oregon
$269K
FCM
1618
Fairbanks Capital Management
California
$269K -$50.7K -340 -16%
SMA
1619
Seven Mile Advisory
New Jersey
$269K -$10.1K -68 -4%
MWM
1620
Merriman Wealth Management
Washington
$268K -$5.22K -35 -2%
RP
1621
Riverwater Partners
Wisconsin
$267K +$597 +4 +0.2%
FFP
1622
FourThought Financial Partners
Florida
$267K -$746 -5 -0.3%
1WA
1623
180 Wealth Advisors
Washington
$266K +$597 +4 +0.2%
ACM
1624
Allred Capital Management
Texas
$265K -$149 -1 -0.1%
CFP
1625
Catalyst Financial Partners
Massachusetts
$265K +$10.7K +72 +4%