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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 %
PA
1926
PSI Advisors
Florida
$23.9K
RA
1927
Rise Advisors
New York
$23.8K -$149 -1 -0.6%
TSWM
1928
Tyler-Stone Wealth Management
Ohio
$23K
AFG
1929
Albion Financial Group
Utah
$22.5K +$22.5K +151 New
TCM
1930
Tradewinds Capital Management
Washington
$22.4K
GWSG
1931
GPS Wealth Strategies Group
Colorado
$20.1K +$5.22K +35 +35%
AIC
1932
Archer Investment Corporation
Indiana
$19.2K
DFA
1933
DHJJ Financial Advisors
Illinois
$17.3K +$17.3K +116 New
BCA
1934
Bray Capital Advisors
Florida
$16.1K
CWM
1935
Cranbrook Wealth Management
Michigan
$15.7K
LFA
1936
Level Financial Advisors
New York
$15.7K
VWM
1937
Valley Wealth Managers
New Jersey
$15.7K
BCMLT
1938
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.1K
WAS
1939
Winch Advisory Services
Wisconsin
$15K
SCA
1940
Stuart Chaussee & Associates
California
$14.9K
IHWM
1941
Iron Horse Wealth Management
Iowa
$14.9K
NA
1942
Nordwand Advisors
Pennsylvania
$13.4K +$13.4K +90 New
CAS
1943
Coppell Advisory Solutions
Texas
$13.3K -$75.8K -513 -85%
DWMG
1944
DB Wealth Management Group
California
$11.6K
FRA
1945
Front Row Advisors
California
$10K +$10K +67 New
BWP
1946
Baldwin Wealth Partners
Massachusetts
$9.85K
SIC
1947
SJS Investment Consulting
Ohio
$9.1K +$1.49K +10 +20%
TFGT
1948
TS Financial Group (TSFG)
Illinois
$9K
AWM
1949
Activest Wealth Management
Florida
$8.36K
JWM
1950
Janiczek Wealth Management
Colorado
$7.91K