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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 %
ACM
1951
Antonetti Capital Management
Florida
$7.46K
RG
1952
Retirement Group
California
$7.46K
TCCM
1953
Timber Creek Capital Management
Massachusetts
$7.46K -$7.46K -50 -50%
CWM
1954
CarsonAllaria Wealth Management
Illinois
$7.05K +$7.05K +47 New
HCM
1955
Highlander Capital Management
New Jersey
$7K -$42K -300 -86%
HCM
1956
Horrell Capital Management
Arkansas
$7K
SHIM
1957
Stone House Investment Management
Pennsylvania
$6.27K
HWM
1958
HighMark Wealth Management
Minnesota
$6.27K
SWM
1959
Sugarloaf Wealth Management
Georgia
$6.27K
GCM
1960
Gables Capital Management
Florida
$5.97K
MFG
1961
Mendota Financial Group
Wisconsin
$5.97K
NSG
1962
Nalls Sherbakoff Group
Tennessee
$5.67K
CWC
1963
Carolinas Wealth Consulting
North Carolina
$5.26K
PS
1964
PayPay Securities
Japan
$5.22K +$1.64K +11 +46%
HFM
1965
Harvest Fund Management
China
$5K
CG
1966
Cutler Group
California
$5K +$5K +36 New
RTL
1967
Red Tortoise LLC
Georgia
$4.77K
HWP
1968
Hibernia Wealth Partners
Louisiana
$4.63K +$4.63K +31 New
BWS
1969
Buck Wealth Strategies
Colorado
$4.48K
FSWA
1970
Financial Synergies Wealth Advisors
Texas
$4.25K
TWD
1971
True Wealth Design
Ohio
$3.8K
OAJ
1972
Ogorek Anthony Joseph
New York
$3K
LWA
1973
Lowe Wealth Advisors
Maryland
$2.98K
PCTC
1974
Perkins Coie Trust Company
Washington
$2.83K -$19.5K -131 -87%
FGAM
1975
Financial Gravity Asset Management
Texas
$2.79K -$22.8K -155 -89%