AXP icon

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 %
CP
1876
Castleview Partners
Texas
$58K +$1.04K +7 +2%
IWMWV
1877
Ironwood Wealth Management (West Virginia)
West Virginia
$55.5K
LF
1878
Lee Financial
Texas
$54.2K +$746 +5 +1%
TC
1879
Tacita Capital
Ontario, Canada
$53.7K
OLVIG
1880
Oliver Lagore Vanvalin Investment Group
Michigan
$53.6K +$44.9K +301 +519%
PB
1881
Pinnacle Bancorp
Nebraska
$50.7K
VC
1882
Vestor Capital
Illinois
$50K +$6.97K +47 +16%
PPC
1883
Park Place Capital
Alabama
$49.7K +$39.4K +264 +383%
RDFA
1884
Ritter Daniher Financial Advisory
Ohio
$48.5K
BFPW
1885
BOK Financial Private Wealth
Colorado
$46.8K +$44.8K +300 +2,143%
CQS
1886
Credential Qtrade Securities
$45.2K +$23.9K +160 +112%
C
1887
Covestor
United Kingdom
$45K +$452 +3 +1%
RAM
1888
Riggs Asset Management
Pennsylvania
$44.8K -$7.61K -51 -15%
FIM
1889
FWL Investment Management
Texas
$44.8K +$44.8K +300 New
WOSD
1890
WFA of San Diego
California
$44.6K
AWM
1891
AllSquare Wealth Management
New York
$44.2K -$448 -3 -1%
EARNEST Partners
1892
EARNEST Partners
Georgia
$43.7K
GA
1893
GoalVest Advisory
New York
$43.3K +$9.7K +65 +29%
HC
1894
Hoese & Co
Minnesota
$41.8K
DF
1895
DecisionPoint Financial
Arizona
$41K
OA
1896
Operose Advisors
Wisconsin
$41K +$41K +275 New
CMP
1897
Coston McIsaac & Partners
Maine
$41K
GWSA
1898
Global Wealth Strategies & Associates
Colorado
$40.6K
SIS
1899
Sound Income Strategies
Florida
$38.6K -$13.1K -88 -25%
SC
1900
Stephens Consulting
Michigan
$38.5K