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American Express

2,610 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, 842 increasing their positions, 1,026 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,610
Holders Change
+179
Holders Change %
+7.36%
% of All Funds
34.74%
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
842
Reduced
1,026
Closed
103
Calls
$3.74B
Puts
$3.11B
Net Calls
+$628M
Net Calls Change
+$310M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
1576
Wittenberg Investment Management
Massachusetts
$715K
LIA
1577
LS Investment Advisors
Michigan
$714K
PAM
1578
Paradigm Asset Management
New York
$712K -$505K -1,700 -41%
HP
1579
Holowesko Partners
Bahamas
$712K -$356K -1,200 -33%
CIM
1580
Confluence Investment Management
Missouri
$712K
ACM
1581
AUA Capital Management
Pennsylvania
$712K
WIA
1582
Westbourne Investment Advisors
Maryland
$712K
SHJ
1583
Sharkey, Howes & Javer
Colorado
$708K +$14.5K +49 +2%
CWP
1584
Cyndeo Wealth Partners
Florida
$707K +$29.4K +99 +4%
DDPIC
1585
Deroy & Devereaux Private Investment Counsel
Michigan
$706K +$8.61K +29 +1%
WCG
1586
Weaver Consulting Group
California
$706K
MSA
1587
Marino Stram & Associates
Massachusetts
$705K -$29.1K -98 -4%
MMG
1588
Monetary Management Group
Missouri
$705K
BCG
1589
Breakwater Capital Group
New Jersey
$704K -$21.7K -73 -3%
CFG
1590
Cooper Financial Group
California
$703K +$197K +663 +39%
QWP
1591
Quotient Wealth Partners
Texas
$702K +$97.1K +327 +16%
MFS
1592
Miller Financial Services
Michigan
$700K +$700K +2,360 New
SAI
1593
Savvy Advisors Inc
New York
$700K +$146K +493 +26%
QFA
1594
Quantum Financial Advisors
California
$700K -$270K -910 -28%
RCG
1595
Regatta Capital Group
California
$699K -$30.9K -104 -4%
WFA
1596
WMG Financial Advisors
Tennessee
$698K -$5.05K -17 -0.7%
MFT
1597
Moisand Fitzgerald Tamayo
Florida
$694K
MWA
1598
Moser Wealth Advisors
Washington
$690K
RCM
1599
Raleigh Capital Management
North Carolina
$690K -$33.5K -113 -5%
PFS
1600
Physicians Financial Services
North Carolina
$689K