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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 %
HWA
1626
HCR Wealth Advisors
California
$265K
WCM
1627
Windsor Capital Management
Arizona
$263K +$298 +2 +0.1%
NA
1628
Nottingham Advisors
New York
$263K
SAM
1629
Strategy Asset Managers
California
$262K -$8.95K -60 -3%
LC
1630
LCNB Corp
Ohio
$262K
RCM
1631
Raleigh Capital Management
North Carolina
$262K +$23K +154 +10%
LWM
1632
Laidlaw Wealth Management
New York
$262K -$33.9K -227 -11%
FBB
1633
Fulton Breakefield Broenniman
Maryland
$261K +$7.46K +50 +3%
W
1634
Wealthquest
Ohio
$260K +$4.03K +27 +2%
TTWM
1635
TCV Trust & Wealth Management
Virginia
$260K
BHCM
1636
Brevan Howard Capital Management
Jersey
$260K +$260K +1,744 New
OW
1637
Olistico Wealth
Oklahoma
$260K
IRC
1638
Investors Research Corp
Georgia
$259K +$1.64K +11 +0.6%
MFS
1639
Mirabella Financial Services
United Kingdom
$258K +$258K +1,728 New
AAP
1640
Arax Advisory Partners
Colorado
$257K +$67.4K +452 +35%
FPW
1641
Flagship Private Wealth
Massachusetts
$257K +$10.6K +71 +4%
CPRC
1642
Consolidated Portfolio Review Corp
New York
$256K -$298 -2 -0.1%
LI
1643
Lafayette Investments
Maryland
$256K +$18.5K +124 +8%
CAM
1644
Cozad Asset Management
Illinois
$256K +$10K +67 +4%
FBFS
1645
First Business Financial Services
Wisconsin
$255K +$12.1K +81 +5%
LI
1646
LMCG Investments
Massachusetts
$255K -$4.63K -31 -2%
ZCI
1647
Zevenbergen Capital Investments
Washington
$254K
PCM
1648
Prelude Capital Management
New York
$253K +$253K +1,699 New
SN
1649
Sittner & Nelson
Oregon
$253K +$298 +2 +0.1%
CT
1650
Clearstead Trust
Maine
$253K +$74.6K +500 +42%