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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 %
MCI
2251
MRP Capital Investments
Georgia
$158K +$158K +584 New
DMBA
2252
Deseret Mutual Benefit Administrators
Utah
$157K -$11.4K -42 -7%
FPF
2253
First Pacific Financial
Washington
$154K +$542 +2 +0.4%
WBWA
2254
William B. Walkup & Associates
South Carolina
$153K
SNB
2255
Security National Bank
Nebraska
$152K -$10.8K -40 -7%
WCMN
2256
Westchester Capital Management (Nebraska)
Nebraska
$152K
TFIPS
2257
Towarzystwo Funduszy Inwestycyjnych PZU SA
$149K +$16.3K +60 +12%
CIA
2258
Cape Investment Advisory
Georgia
$147K +$5.42K +20 +4%
WPA
2259
West Paces Advisors
Georgia
$146K -$4.07K -15 -3%
HWMC
2260
Heritage Wealth Management (California)
California
$145K +$145K +536 New
T
2261
Tidemark
California
$142K +$814 +3 +0.6%
LCM
2262
Logan Capital Management
Pennsylvania
$136K
CCMI
2263
Creative Capital Management Investments
California
$136K +$136K +500 +50,000%
AGWCA
2264
Annis Gardner Whiting Capital Advisors
Florida
$135K -$177K -652 -57%
B
2265
Birchbrook
Maine
$133K
NMG
2266
New Millennium Group
Utah
$133K -$272 -1 -0.2%
RA
2267
Rise Advisors
New York
$128K +$271 +1 +0.2%
JAM
2268
JCIC Asset Management
Ontario, Canada
$127K
FPB
2269
First PREMIER Bank
South Dakota
$126K +$126K +466 New
CB
2270
CNB Bank
Pennsylvania
$124K
PCFFS
2271
Pacific Center for Financial Services
California
$122K
Bank Julius Baer & Co
2272
Bank Julius Baer & Co
Switzerland
$121K -$475K -1,480 -80%
FFL
2273
Financial Freedom LLC
Ohio
$119K
TC
2274
Tacita Capital
Ontario, Canada
$119K
PP
2275
PrairieView Partners
Minnesota
$119K