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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 %
AA
1901
Addison Advisors
Vermont
$38.2K -$1.94K -13 -5%
IFAM
1902
Institutional & Family Asset Management
Colorado
$37.5K
BIA
1903
Bell Investment Advisors
California
$35.2K -$12.1K -81 -26%
ACA
1904
Atlas Capital Advisors
Wyoming
$34.9K
GEA
1905
Glen Eagle Advisors
New Jersey
$34.3K
HI
1906
Hoey Investments
Pennsylvania
$34.3K +$4.48K +30 +15%
FP
1907
Financial Perspectives
Minnesota
$34.2K
RW
1908
RVW Wealth
California
$33.3K +$33.3K +223 New
CHA
1909
Carmichael Hill & Associates
Maryland
$33.1K
RL
1910
Rogco LP
Oklahoma
$33.1K +$33.1K +222 New
TWP
1911
TFO Wealth Partners
Ohio
$32.1K +$174 +1 +0.5%
LFA
1912
LGT Financial Advisors
Texas
$31.6K +$31.6K +212 New
JGIA
1913
Jackson Grant Investment Advisers
Connecticut
$30.3K
GKIM
1914
GW&K Investment Management
Massachusetts
$30K +$1.03K +7 +4%
CCC
1915
Chelsea Counsel Company
California
$29.8K
SA
1916
SRH Advisors
Kansas
$29.8K
BCM
1917
BluePath Capital Management
Georgia
$28.5K +$28.5K +191 New
DAC
1918
Dividend Assets Capital
South Carolina
$28K
GM
1919
GeoWealth Management
Illinois
$28K +$5.83K +40 +26%
CCA
1920
Column Capital Advisors
Indiana
$27.7K -$1.79K -12 -6%
SFG
1921
Steward Financial Group
Texas
$26K +$594 +4 +2%
AFS
1922
Annapolis Financial Services
Maryland
$25.2K
POIA
1923
Pin Oak Investment Advisors
Texas
$25K -$32.7K -220 -57%
SFA
1924
Semmax Financial Advisors
North Carolina
$25K +$25K +162 New
AWM
1925
Abound Wealth Management
Tennessee
$24.5K +$5.08K +34 +26%