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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 %
JWBC
1776
J.W. Burns & Co
New York
$202K
FC
1777
Fulcrum Capital
Washington
$201K
NAG
1778
Northstar Advisory Group
New Jersey
$201K -$2.11M -14,139 -91%
CSB
1779
City State Bank
Iowa
$201K
BOPW
1780
Brandywine Oak Private Wealth
Pennsylvania
$201K -$149 -1 -0.1%
GGI
1781
Godsey & Gibb Inc
Virginia
$199K -$7.46K -50 -4%
JMF
1782
Johnson Midwest Financial
Iowa
$197K +$197K +1,322 New
HWA
1783
HHM Wealth Advisors
Tennessee
$196K
TIM
1784
Tortoise Investment Management
New York
$194K
PAI
1785
Pittenger & Anderson Inc
Nebraska
$186K
TLA
1786
Tanglewood Legacy Advisors
Texas
$186K
PMFA
1787
Plante Moran Financial Advisors
Michigan
$186K +$6.27K +42 +3%
MAM
1788
Magellan Asset Management
Australia
$182K +$298 +2 +0.2%
KFI
1789
Key Financial Inc
Pennsylvania
$181K -$10K -67 -5%
GJIA
1790
Glass Jacobson Investment Advisors
Maryland
$178K
VNA
1791
Valley National Advisers
Pennsylvania
$175K +$5.83K +39 +3%
NFSG
1792
Newbridge Financial Services Group
Florida
$170K +$11.2K +75 +7%
GFPC
1793
Global Financial Private Client
Florida
$169K
CF
1794
Centaurus Financial
California
$165K -$5.65K -38 -3%
IWP
1795
Icon Wealth Partners
Texas
$165K -$846K -5,666 -84%
MHR
1796
Matthew Hamilton Rosenberg
$159K +$8.95K +60 +6%
CAL
1797
Capital Advisors Ltd
Ohio
$159K
IBOK
1798
Independence Bank of Kentucky
Kentucky
$159K
HIIFS
1799
Harel Insurance Investments & Financial Services
Israel
$158K +$13.4K +90 +9%
EAM
1800
EdenTree Asset Management
United Kingdom
$149K -$895K -6,000 -86%