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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 %
WCMN
2376
Westchester Capital Management (Nebraska)
Nebraska
$196K +$29.7K +100 +18%
BWL
2377
Bogart Wealth LLC
Virginia
$195K +$6.23K +21 +3%
LB
2378
Legacy Bridge
Iowa
$190K
1IA
2379
1620 Investment Advisors
Massachusetts
$190K +$2.97K +10 +2%
W
2380
WealthCollab
Washington
$189K
WPWM
2381
Western Pacific Wealth Management
Illinois
$188K
AT
2382
Avalon Trust
New Mexico
$188K +$11.6K +39 +7%
KWAG
2383
Kiely Wealth Advisory Group
North Carolina
$186K
FMP
2384
Financial Management Professionals
Texas
$186K -$12.5K -42 -6%
SC
2385
Stance Capital
Massachusetts
$185K +$185K +625 New
BGAI
2386
Bruce G. Allen Investments
Colorado
$185K -$2.67K -9 -1%
MWM
2387
Mascoma Wealth Management
New Hampshire
$184K -$11.6K -39 -6%
TCA
2388
Trifecta Capital Advisors
Illinois
$183K
KBFS
2389
Kohmann Bosshard Financial Services
Ohio
$182K +$182K +613 New
AGWCA
2390
Annis Gardner Whiting Capital Advisors
Florida
$182K +$33.5K +113 +23%
FCT
2391
First Community Trust
Iowa
$181K -$22.3K -75 -11%
T
2392
Tidemark
California
$177K +$22K +74 +14%
RS
2393
Rakuten Securities
Japan
$176K +$2.37K +8 +1%
MCI
2394
MRP Capital Investments
Georgia
$173K
CWM
2395
Centricity Wealth Management
Ohio
$172K +$172K +581 New
AA
2396
Addison Advisors
Vermont
$169K -$15.4K -52 -8%
FPF
2397
First Pacific Financial
Washington
$169K +$297 +1 +0.2%
WBWA
2398
William B. Walkup & Associates
South Carolina
$168K
SNB
2399
Security National Bank
Nebraska
$166K
TFIPS
2400
Towarzystwo Funduszy Inwestycyjnych PZU SA
$163K