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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 %
BONH
1851
Bank of New Hampshire
New Hampshire
$171K +$2.09K +12 +1%
HIIFS
1852
Harel Insurance Investments & Financial Services
Israel
$169K
1832 Asset Management
1853
1832 Asset Management
Ontario, Canada
$167K +$28.4K +163 +21%
CB
1854
CNB Bank
Pennsylvania
$165K +$9.06K +52 +6%
GPI
1855
General Partner Inc
Pennsylvania
$163K
FMII
1856
Farmers & Merchants Investments Inc
Nebraska
$160K +$64.8K +372 +68%
NCM
1857
Northwest Capital Management
Oregon
$155K +$155K +888 New
WWM
1858
Wolff Wiese Magana
California
$151K -$871 -5 -0.6%
LB
1859
Legacy Bridge
Iowa
$151K
WWP
1860
WR Wealth Planners
Missouri
$150K +$29.3K +168 +24%
LS
1861
Livforsakringsbolaget Skandia
Sweden
$146K
BEI
1862
Benjamin Edwards Inc
Missouri
$146K -$115K -659 -44%
FMTCOCP
1863
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$143K +$17.7K +102 +14%
KFS
1864
Kelly Financial Services
Massachusetts
$136K +$174 +1 +0.1%
FFA
1865
Farther Finance Advisors
California
$135K +$16.9K +97 +14%
MWM
1866
Mascoma Wealth Management
New Hampshire
$134K
PCA
1867
Providence Capital Advisors
North Carolina
$134K -$106K -607 -44%
CMF
1868
Counterpoint Mutual Funds
California
$128K +$128K +734 New
MME
1869
Meag Munich Ergo
Germany
$127K -$37.6K -216 -23%
CWP
1870
Concord Wealth Partners
Virginia
$126K -$36.1K -207 -22%
BWM
1871
Baystate Wealth Management
Massachusetts
$124K +$22.1K +127 +22%
RCG
1872
Rock Creek Group
District of Columbia
$122K +$1.57K +9 +1%
WIM
1873
Westside Investment Management
California
$121K
PP
1874
Paloma Partners
Connecticut
$120K -$556K -3,191 -82%
EWM
1875
Endurance Wealth Management
Rhode Island
$120K