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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 %
RF
2501
Roxbury Financial
New Jersey
$48.2K +$48.2K +158 New
GA
2502
GoalVest Advisory
New York
$48.1K -$48.7K -164 -50%
FCG
2503
Financial Connections Group
California
$48K – – –
RWM
2504
Rialto Wealth Management
New York
$46K +$46K +155 New
XC
2505
XY Capital
Hong Kong
$45.7K +$45.7K +154 New
MSG
2506
Main Street Group
Virginia
$44.6K +$6.21K +21 +16%
FWM
2507
FLP Wealth Management
Arkansas
$41.2K +$41.2K +139 New
GWSG
2508
GPS Wealth Strategies Group
Colorado
$40.1K – – –
NA
2509
Nordwand Advisors
Pennsylvania
$40.1K – – –
SO
2510
Sierra Ocean
California
$39.6K +$39.6K +133 New
CH
2511
Canton Hathaway
Rhode Island
$39K – – –
FLP
2512
Financial Life Planners
Arizona
$38.3K +$38.3K +129 New
VWWMG
2513
Vermillion & White Wealth Management Group
Pennsylvania
$38.1K – – –
DWA
2514
Delos Wealth Advisors
Texas
$37.4K +$7.72K +26 +26%
CW
2515
Curio Wealth
Maryland
$37.1K +$37.1K +125 New
AIC
2516
Archer Investment Corporation
Indiana
$36.9K -$1.49K -5 -4%
AWM
2517
Activest Wealth Management
Florida
$36.5K -$10.1K -34 -22%
CWM
2518
Consultiva Wealth Management
Puerto Rico
$35.6K +$35.6K +120 New
DFA
2519
DHJJ Financial Advisors
Illinois
$34.4K – – –
TWD
2520
True Wealth Design
Ohio
$33.9K +$1.79K +6 +6%
MMCM
2521
Murphy & Mullick Capital Management
New York
$33.2K +$33.2K +112 New
SIP
2522
Sellwood Investment Partners
Oregon
$32.6K +$32.6K +110 New
BCA
2523
Bray Capital Advisors
Florida
$32.1K – – –
GFL
2524
Granite FO LLC
New Hampshire
$30.9K – – –
RFG
2525
REAP Financial Group
Texas
$30.6K +$297 +1 +1%
99 100
101
102 103