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American Express

2,031 hedge funds and large institutions have $108B invested in American Express in 2023 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 730 increasing their positions, 768 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,031
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
32.03%
Holding in Top 10
51
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15%
% of All Funds
0.8%
New
134
Increased
730
Reduced
768
Closed
127
Calls
$1.65B
Puts
$1.77B
Net Calls
-$119M
Net Calls Change
-$312M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
1776
KLCM Advisors
Wisconsin
$225K +$225K +1,293 New
FIBT
1777
First International Bank & Trust
North Dakota
$225K +$225K +1,291 New
TCWA
1778
Ten Capital Wealth Advisors
Washington
$224K +$110K +634 +97%
PC
1779
Port Capital
Illinois
$223K
KFI
1780
Key Financial Inc
Pennsylvania
$223K +$11.7K +67 +6%
BCA
1781
Bay Colony Advisors
Massachusetts
$223K
AIA
1782
Angeles Investment Advisors
California
$223K +$223K +1,278 New
4WM
1783
4J Wealth Management
Virginia
$223K +$223K +1,278 New
TCA
1784
Trifecta Capital Advisors
Illinois
$222K
PA
1785
Prossimo Advisors
California
$222K +$222K +1,273 New
AAP
1786
Arax Advisory Partners
Colorado
$222K +$4.36K +25 +2%
ISWM
1787
Independent Solutions Wealth Management
New York
$222K
IMCOOI
1788
Investment Management Corp of Ontario (IMCO)
Canada
$222K -$1.96M -11,274 -90%
AFP
1789
Ausdal Financial Partners
Iowa
$221K +$221K +1,271 New
MC
1790
Middleton & Co
Massachusetts
$221K
EPP
1791
ETF Portfolio Partners
Kansas
$221K
1WM
1792
1900 Wealth Management
Texas
$220K -$73.3K -421 -25%
BWFA
1793
Baltimore-Washington Financial Advisors
Maryland
$220K
PWM
1794
PRW Wealth Management
Massachusetts
$219K +$219K +1,250 New
AA
1795
Ancora Advisors
Ohio
$219K +$48.4K +278 +28%
WCM
1796
Wedge Capital Management
North Carolina
$219K -$20.6K -118 -9%
LWA
1797
Lineweaver Wealth Advisors
Ohio
$218K -$9.4K -54 -4%
PCWA
1798
Pacific Capital Wealth Advisors
California
$218K
HWA
1799
Heartwood Wealth Advisors
Virginia
$218K +$5.23K +30 +2%
BIM
1800
Bridges Investment Management
Nebraska
$218K