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American Express

2,607 hedge funds and large institutions have $178B invested in American Express in 2024 Q4 according to their latest regulatory filings, with 328 funds opening new positions, 841 increasing their positions, 1,024 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,607
Holders Change
+178
Holders Change %
+7.33%
% of All Funds
34.72%
Holding in Top 10
113
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+28.41%
% of All Funds
1.5%
New
328
Increased
841
Reduced
1,024
Closed
103
Calls
$3.74B
Puts
$3.11B
Net Calls
+$628M
Net Calls Change
+$310M
Name Holding Trade Value Shares
Change
Shares
Change %
UFF
2551
USA Financial Formulas
Michigan
$15.7K -$1.93M -6,507 -99%
ETS
2552
ESL Trust Services
New York
$14.8K
DPW
2553
DiNuzzo Private Wealth
Pennsylvania
$14.8K
CWM
2554
CarsonAllaria Wealth Management
Illinois
$14.2K
SIC
2555
SJS Investment Consulting
Ohio
$14K -$2.37K -8 -15%
PP
2556
Pacifica Partners
Canada
$13.4K
CWC
2557
Carolinas Wealth Consulting
North Carolina
$13.4K
FIA
2558
FPC Investment Advisory
California
$13.3K +$9.84K +31 +282%
VWA
2559
Valued Wealth Advisors
Utah
$13.1K -$3.27K -11 -20%
CWA
2560
Carolina Wealth Advisors
South Carolina
$13.1K
HCM
2561
Horrell Capital Management
Arkansas
$13K
HWM
2562
HighMark Wealth Management
Minnesota
$12.7K
SWM
2563
Sugarloaf Wealth Management
Georgia
$12.5K
MBFW
2564
Morton Brown Family Wealth
Pennsylvania
$11.9K
AIP
2565
Alexis Investment Partners
Texas
$11.9K +$11.9K +40 New
DCM
2566
Davis Capital Management
Florida
$11.3K
MAS
2567
MPWM Advisory Solutions
Georgia
$10.7K +$10.7K +36 New
HFS
2568
HBC Financial Services
Washington
$10K
GIM
2569
Gold Investment Management
Alberta, Canada
$9.79K
RTL
2570
Red Tortoise LLC
Georgia
$9.5K
OA
2571
Operose Advisors
Wisconsin
$8.9K -$29.1K -98 -77%
VWM
2572
Valley Wealth Managers
New Jersey
$8.9K
FFA
2573
Frazier Financial Advisors
Ohio
$8.33K -$3.87K -13 -32%
HHGA
2574
Halbert Hargrove Global Advisors
California
$8.31K +$8.31K +28 New
FNWA
2575
Financial Network Wealth Advisors
Utah
$8.01K -$80.4K -271 -91%