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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 %
SL
1826
Salomon & Ludwin
Virginia
$110K +$110K +738 New
AW
1827
Avion Wealth
Texas
$110K +$15.7K +106 +17%
PFA
1828
Pathway Financial Advisers
Indiana
$110K +$110K +734 New
CJL
1829
Cyrus J. Lawrence
New York
$106K
SSG
1830
Summit Securities Group
New York
$104K -$54.4K -366 -34%
WIM
1831
Westside Investment Management
California
$103K
AT
1832
Avalon Trust
New Mexico
$102K
FCT
1833
First Community Trust
Iowa
$102K
FMP
1834
Financial Management Professionals
Texas
$102K +$3.43K +23 +3%
CWP
1835
Concord Wealth Partners
Virginia
$98.2K -$10K -67 -9%
FFC
1836
First Financial Corp
Indiana
$96.2K
VCM
1837
Versant Capital Management
Arizona
$95.6K
CAC
1838
Core Alternative Capital
Georgia
$94.8K -$2.69K -18 -3%
TFM
1839
TFC Financial Management
Massachusetts
$89.8K -$298 -2 -0.3%
MIA
1840
Milestone Investment Advisors
Wisconsin
$89.5K +$89.5K +600 New
HFS
1841
Hantz Financial Services
Michigan
$89K
OP
1842
ORG Partners
Indiana
$85.8K
FPF
1843
First Pacific Financial
Washington
$84K +$84K +563 New
WCMN
1844
Westchester Capital Management (Nebraska)
Nebraska
$83.5K
CIA
1845
Cape Investment Advisory
Georgia
$82.3K +$149 +1 +0.2%
CWA
1846
Core Wealth Advisors
Florida
$80.7K
SGC
1847
Slocum, Gordon & Co
Rhode Island
$79.5K
CH
1848
Canton Hathaway
Rhode Island
$79K
RFA
1849
Register Financial Advisors
Georgia
$78.5K +$1.34K +9 +2%
AA
1850
AlphaMark Advisors
Kentucky
$77K +$7.43K +50 +11%