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American Express

2,031 hedge funds and large institutions have $108B invested in American Express in 2023 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 730 increasing their positions, 768 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,031
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
32.03%
Holding in Top 10
51
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15%
% of All Funds
0.8%
New
134
Increased
730
Reduced
768
Closed
127
Calls
$1.65B
Puts
$1.77B
Net Calls
-$119M
Net Calls Change
-$312M
Name Holding Trade Value Shares
Change
Shares
Change %
PCTC
1976
Perkins Coie Trust Company
Washington
$26.1K
SIS
1977
Strategic Investment Solutions
Illinois
$25.1K -$68.8K -422 -73%
CQS
1978
Credential Qtrade Securities
$24.9K
AWM
1979
Abound Wealth Management
Tennessee
$22.7K +$1.92K +11 +9%
AIC
1980
Archer Investment Corporation
Indiana
$22.5K -$108K -621 -83%
TAIM
1981
TD Ameritrade Investment Management
Nebraska
$21K -$9.47K -55 -31%
BCA
1982
Bray Capital Advisors
Florida
$18.8K
FGAM
1983
Financial Gravity Asset Management
Texas
$18.7K +$968 +9 +5%
ODG
1984
O'Dell Group
Ohio
$18.6K +$18.6K +107 New
VWM
1985
Valley Wealth Managers
New Jersey
$18.3K
CWM
1986
Cranbrook Wealth Management
Michigan
$18.3K
LFA
1987
Level Financial Advisors
New York
$18.3K
SCA
1988
Stuart Chaussee & Associates
California
$17.4K -$12.5K -72 -42%
TCCM
1989
Timber Creek Capital Management
Massachusetts
$17.4K -$8.71K -50 -33%
GWSG
1990
GPS Wealth Strategies Group
Colorado
$17.4K
IHWM
1991
Iron Horse Wealth Management
Iowa
$17.4K
WAS
1992
Winch Advisory Services
Wisconsin
$17K
BCMLT
1993
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.1K +$173 +1 +1%
OIS
1994
Okabena Investment Services
Minnesota
$14.5K +$14.5K +83 New
DWMG
1995
DB Wealth Management Group
California
$13.6K
PPC
1996
Park Place Capital
Alabama
$12K +$697 +4 +6%
BWP
1997
Baldwin Wealth Partners
Massachusetts
$11.5K
OLVIG
1998
Oliver Lagore Vanvalin Investment Group
Michigan
$10.1K -$6.1K -35 -38%
TFGT
1999
TS Financial Group (TSFG)
Illinois
$10K +$3K +18 +43%
JWM
2000
Janiczek Wealth Management
Colorado
$9.23K -$6.1K -35 -40%