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American Express
AXP

Overview Fund Activity

2,608 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, 1,025 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,608
Holders Change
+178
Holders Change %
+7.33%
% of All Funds
34.73%
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
1,025
Closed
103
Calls
$3.74B
Puts
$3.11B
Net Calls
+$628M
Net Calls Change
+$310M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$1.29B
2
Capital Research Global Investors
Capital Research Global Investors
California
$886M
3
BlackRock
BlackRock
New York
$13B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.97B
5
Northern Trust
Northern Trust
Illinois
$2.03B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.22B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.5B
3
IAIM
International Assets Investment Management
Florida
$959K
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.54B
5
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
$821M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
2476
Hillsdale Investment Management
Ontario, Canada
$68.3K +$68.3K +230 New
WCM
2477
Winthrop Capital Management
Indiana
$68K – – –
WAM
2478
WFA Asset Management
Wisconsin
$66.9K +$18.7K +63 +39%
S
2479
Sachetta
Massachusetts
$65.3K +$297 +1 +0.5%
FG
2480
Fairman Group
Pennsylvania
$65.3K – – –
JFA
2481
JNBA Financial Advisors
Minnesota
$63.5K – – –
JGIA
2482
Jackson Grant Investment Advisers
Connecticut
$60.2K – – –
TCG
2483
Transcendent Capital Group
Oklahoma
$59.4K – – –
CCC
2484
Chelsea Counsel Company
California
$59.4K – – –
SA
2485
SRH Advisors
Kansas
$59.4K – – –
FW
2486
Fairway Wealth
Ohio
$59.4K +$59.4K +200 New
NRWA
2487
North Ridge Wealth Advisors
Oregon
$59.4K +$59.4K +200 New
DF
2488
Dunhill Financial
United Kingdom
$58.5K +$39.8K +134 +213%
WA
2489
Whipplewood Advisors
Colorado
$58.2K +$58.2K +196 New
IFS
2490
Intelligent Financial Strategies
Minnesota
$57.6K – – –
ACA
2491
Atlas Capital Advisors
Wyoming
$57.3K -$21.7K -73 -27%
AFG
2492
Albion Financial Group
Utah
$57K +$26.4K +89 +86%
WWA
2493
Wingate Wealth Advisors
Massachusetts
$56.4K +$56.4K +190 New
AIP
2494
Arrowpoint Investment Partners
Singapore
$53.4K +$53.4K +180 New
GP
2495
Greenline Partners
New York
$53.4K +$53.4K +180 New
RTC
2496
Riverview Trust Company
Washington
$52.8K – – –
CWP
2497
Concord Wealth Partners
Virginia
$51K -$74.2K -250 -59%
AWM
2498
Abound Wealth Management
Tennessee
$49K -$17.5K -59 -26%
JFGIW
2499
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48.5K -$173K -544 -78%
TCM
2500
Tradewinds Capital Management
Washington
$48.4K +$1.48K +5 +3%
98 99
100
101 102