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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 %
MAWCM
1801
Mine & Arao Wealth Creation & Management
California
$149K
CAM
1802
Close Asset Management
United Kingdom
$149K
OCM
1803
Osterweis Capital Management
California
$147K
BONH
1804
Bank of New Hampshire
New Hampshire
$147K
FMII
1805
Farmers & Merchants Investments Inc
Nebraska
$145K +$7.31K +49 +5%
TC
1806
Truvestments Capital
Florida
$144K -$37K -248 -20%
GPI
1807
General Partner Inc
Pennsylvania
$140K
HIM
1808
Hillsdale Investment Management
Ontario, Canada
$134K +$70.1K +470 +110%
PPWM
1809
PFG Private Wealth Management
Florida
$132K -$23.7K -159 -15%
NCM
1810
Northwest Capital Management
Oregon
$132K
TCA
1811
Trifecta Capital Advisors
Illinois
$132K -$58.2K -390 -31%
WBC
1812
West Branch Capital
Massachusetts
$132K -$74.6K -500 -36%
WWP
1813
WR Wealth Planners
Missouri
$132K +$2.98K +20 +2%
DMBA
1814
Deseret Mutual Benefit Administrators
Utah
$131K -$16.6K -111 -11%
BEI
1815
Benjamin Edwards Inc
Missouri
$130K +$4.49K +30 +4%
LB
1816
Legacy Bridge
Iowa
$129K
WWM
1817
Wolff Wiese Magana
California
$128K -$746 -5 -0.6%
LS
1818
Livforsakringsbolaget Skandia
Sweden
$125K
OCM
1819
Orion Capital Management
California
$125K +$125K +840 New
MWM
1820
Mascoma Wealth Management
New Hampshire
$121K
1832 Asset Management
1821
1832 Asset Management
Ontario, Canada
$120K -$23K -154 -16%
PCA
1822
Providence Capital Advisors
North Carolina
$118K +$2.84K +19 +2%
KFS
1823
Kelly Financial Services
Massachusetts
$116K +$149 +1 +0.1%
CB
1824
CNB Bank
Pennsylvania
$113K -$28.6K -192 -20%
FMTCOCP
1825
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$113K -$9.69K -65 -8%