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American Express

2,430 hedge funds and large institutions have $158B invested in American Express in 2024 Q3 according to their latest regulatory filings, with 230 funds opening new positions, 871 increasing their positions, 890 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+109
Holders Change %
+4.7%
% of All Funds
35.15%
Holding in Top 10
88
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+25.71%
% of All Funds
1.27%
New
230
Increased
871
Reduced
890
Closed
95
Calls
$3.08B
Puts
$2.77B
Net Calls
+$318M
Net Calls Change
+$70.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DOA
2026
D'Orazio & Associates
Virginia
$281K +$35.5K +131 +14%
KLCM
2027
KG&L Capital Management
Louisiana
$280K -$56.1K -207 -17%
WDC
2028
Woodward Diversified Capital
California
$279K +$23.9K +88 +9%
SFP
2029
Shepherd Financial Partners
Massachusetts
$279K
TFM
2030
TFC Financial Management
Massachusetts
$279K +$115K +423 +70%
FBT
2031
First Bankers Trust
Kentucky
$278K +$12.2K +45 +5%
MWM
2032
MinichMacGregor Wealth Management
New York
$278K +$278K +1,024 New
TPA
2033
Trivium Point Advisory
Connecticut
$278K +$278K +965 New
VCM
2034
Virtue Capital Management
Tennessee
$277K -$19.3K -71 -6%
CGA
2035
Crescent Grove Advisors
Illinois
$277K -$111K -409 -29%
SCM
2036
Stonebridge Capital Management
California
$277K
SCM
2037
Saxony Capital Management
Missouri
$277K +$4.07K +15 +1%
TA
2038
TFB Advisors
Kansas
$276K +$3.53K +13 +1%
CFS
2039
CRA Financial Services
New Jersey
$276K
IBOK
2040
Independence Bank of Kentucky
Kentucky
$275K -$6.78K -25 -2%
HWP
2041
Hibernia Wealth Partners
Louisiana
$275K -$8.67K -32 -3%
C
2042
Certuity
Florida
$274K -$27.4K -101 -9%
AHL
2043
Abel Hall LLC
Louisiana
$274K +$9.49K +35 +4%
BW
2044
BIP Wealth
Georgia
$273K +$6.78K +25 +3%
MAWCM
2045
Mine & Arao Wealth Creation & Management
California
$273K
TCM
2046
Tang Capital Management
California
$271K
PCM
2047
Princeton Capital Management
New Jersey
$271K
OSNBOA
2048
Old Second National Bank of Aurora
Illinois
$271K
NED
2049
Nancy E. Dempze
$271K
AGP
2050
Autumn Glory Partners
Texas
$271K