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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 %
PP
1851
PrairieView Partners
Minnesota
$76K
GFL
1852
Granite FO LLC
New Hampshire
$75.8K
FAM
1853
Flaharty Asset Management
Florida
$75.8K +$75.8K +508 New
NMG
1854
New Millennium Group
Utah
$75.5K
BHWM
1855
Beaird Harris Wealth Management
Texas
$74.6K +$2.84K +19 +4%
WPA
1856
West Paces Advisors
Georgia
$74.1K
CMBA
1857
C.M. Bidwell & Associates
Hawaii
$71.6K -$197K -1,322 -73%
BWL
1858
Bogart Wealth LLC
Virginia
$70.3K +$149 +1 +0.2%
JAM
1859
JCIC Asset Management
Ontario, Canada
$70.1K
AGWCA
1860
Annis Gardner Whiting Capital Advisors
Florida
$69.5K +$69.5K +466 New
AF
1861
Advisornet Financial
Minnesota
$69.2K -$595K -3,989 -90%
RCG
1862
Rock Creek Group
District of Columbia
$67.4K -$37.3K -250 -36%
CSWM
1863
Cassady Schiller Wealth Management
Ohio
$67.3K
RTC
1864
Riverview Trust Company
Washington
$67.1K
PCFFS
1865
Pacific Center for Financial Services
California
$67.1K
FFL
1866
Financial Freedom LLC
Ohio
$65.6K
BHWM
1867
Bay Harbor Wealth Management
Maryland
$62.8K +$895 +6 +1%
CFD
1868
Creative Financial Designs
Indiana
$62.2K +$5.22K +35 +9%
GG
1869
Gleason Group
Kentucky
$60.3K +$298 +2 +0.5%
BCFD
1870
Boit C.F. David
$59.8K
LCM
1871
Logan Capital Management
Pennsylvania
$59.7K -$39.5K -265 -40%
FMB
1872
Field & Main Bank
Kentucky
$59.7K
NIC
1873
Northwest Investment Counselors
Oregon
$59.1K +$5.22K +35 +10%
JFGIW
1874
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.9K -$1.49K -10 -2%
SWA
1875
Sutton Wealth Advisors
Florida
$58.5K -$149 -1 -0.3%