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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 %
CCP
1726
Carmel Capital Partners
California
$223K +$46.7K +313 +26%
GDP
1727
Great Diamond Partners
Maine
$223K +$2.24K +15 +1%
DAM
1728
Delta Asset Management
Tennessee
$222K
RWA
1729
Roberts Wealth Advisors
California
$222K
MLL
1730
Moody Lynn & Lieberson
Massachusetts
$221K +$1.79K +12 +0.8%
CS
1731
Capital Square
Tennessee
$221K
ISWM
1732
Independent Solutions Wealth Management
New York
$221K +$30.6K +205 +16%
ZB
1733
Zions Bancorporation
Utah
$219K -$597 -4 -0.3%
PIA
1734
Perennial Investment Advisors
California
$219K -$7.01K -47 -3%
JFA
1735
JNBA Financial Advisors
Minnesota
$219K +$1.49K +10 +0.7%
1IA
1736
1834 Investment Advisors
Wisconsin
$218K -$102K -685 -32%
SIMG
1737
Sonora Investment Management Group
Arizona
$218K -$10.7K -72 -5%
WCA
1738
Westover Capital Advisors
Delaware
$218K
AWA
1739
Amplius Wealth Advisors
Pennsylvania
$218K +$149 +1 +0.1%
CA
1740
CapWealth Advisors
Tennessee
$218K -$16.7K -112 -7%
SDAM
1741
Shulman DeMeo Asset Management
New York
$217K +$746 +5 +0.3%
CW
1742
Channel Wealth
California
$216K -$8.21K -55 -4%
LJHT
1743
Laurie J. Hall Trustee
$216K
M
1744
MOTCO
Texas
$216K -$2.39K -16 -1%
AC
1745
Avestar Capital
New York
$216K -$1.19K -8 -0.6%
ECAM
1746
East Coast Asset Management
Massachusetts
$215K
GAMC
1747
Garner Asset Management Corp
Texas
$215K +$149 +1 +0.1%
HCP
1748
Hexagon Capital Partners
Arkansas
$215K -$12.2K -82 -5%
FA
1749
Financial Advisors
Massachusetts
$215K -$74.6K -500 -26%
FFBTD
1750
First Financial Bank - Trust Division
Ohio
$214K -$46.1K -309 -18%