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American Express

1,982 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, 737 increasing their positions, 741 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,982
Holders Change
-48
Holders Change %
-2.36%
% of All Funds
31.61%
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
737
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 %
CF
2126
Corrigan Financial
Rhode Island
-$200K -1,150 Closed
WRM
2127
Weybosset Research & Management
Rhode Island
-$200K -1,150 Closed
PIAS
2128
PCA Investment Advisory Services
Ohio
-$184K -1,056 Closed
CMF
2129
Counterpoint Mutual Funds
California
-$128K -734 Closed
MME
2130
Meag Munich Ergo
Germany
-$127K -727 Closed
RFA
2131
Resurgent Financial Advisors
Georgia
-$113K -649 Closed
AP
2132
Arlington Partners
Alabama
-$106K -609 Closed
WP
2133
WealthPLAN Partners
Nebraska
-$101K -581 Closed
FA
2134
Fiduciary Alliance
South Carolina
-$94.4K -542 Closed
BAM
2135
Bosun Asset Management
Illinois
-$91K -522 Closed
IGWM
2136
ICA Group Wealth Management
Colorado
-$90.1K -517 Closed
HS
2137
Horan Securities
United States
-$76.7K -440 Closed
TFP
2138
Tilia Fiduciary Partners
North Carolina
-$52.3K -300 Closed
QPBE
2139
Quintet Private Bank (Europe)
Luxembourg
-$52.1K -297 Closed
BSC
2140
Brown Shipley & Co
United Kingdom
-$49K -281 Closed
CWA
2141
Clearview Wealth Advisors
Oregon
-$43.3K -248 Closed
2L
2142
25 LLC
Missouri
-$27.7K -159 Closed
TAIM
2143
TD Ameritrade Investment Management
Nebraska
-$21K -122 Closed
ODG
2144
O'Dell Group
Ohio
-$18.6K -107 Closed
OIS
2145
Okabena Investment Services
Minnesota
-$14.5K -83 Closed
DI
2146
Disciplined Investments
Oklahoma
-$8.36K -48 Closed
WIM
2147
WealthPlan Investment Management
Nebraska
-$6.1K -35 Closed
BG
2148
Bollard Group
Massachusetts
-$4K -25 Closed