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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.22B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.5B
3
IAIM
3
International Assets Investment Management
Florida
$959K
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.54B
5
RCWMU
5
Rothschild & Co Wealth Management (UK)
United Kingdom
$821M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWA
2576
Financial Network Wealth Advisors
Utah
$8.01K -$80.4K -271 -91%
AF
2577
Aviso Financial
Ontario, Canada
$8.01K -$56.1K -189 -88%
MA
2578
Modus Advisors
Minnesota
$8.01K +$8.01K +27 New
TFGT
2579
TS Financial Group (TSFG)
Illinois
$8K – – –
CJ
2580
Caitlin John
Michigan
$7.54K – – –
FUBT
2581
First United Bank & Trust
Maryland
$7.42K – – –
AP
2582
Atwood & Palmer
Missouri
$7.12K – – –
WCM
2583
WealthTrak Capital Management
Virginia
$7.12K +$7.12K +24 New
YAL
2584
Your Advocates Ltd
Texas
$5.95K – – –
IA
2585
IFS Advisors
Kansas
$5.94K – – –
RPA
2586
Redwood Park Advisors
California
$5.34K +$5.34K +18 New
CF
2587
Conquis Financial
California
$5.34K +$5.34K +18 New
LSV Asset Management
2588
LSV Asset Management
Illinois
$5K +$5K +16 New
PS
2589
PayPay Securities
Japan
$4.45K – – –
PWA
2590
Principia Wealth Advisory
Texas
$4.45K +$4.45K +15 New
PPA
2591
Painted Porch Advisors
California
$4.16K +$4.16K +14 New
PA
2592
Pineridge Advisors
Missouri
$3.86K -$594 -2 -13%
WW
2593
Winnow Wealth
Texas
$3.63K +$3.63K +13 New
BMC
2594
Bear Mountain Capital
Washington
$3.26K +$3.26K +10 New
WAS
2595
Winch Advisory Services
Wisconsin
$3.07K -$3.07K -10 -50%
AP
2596
Aspect Partners
Virginia
$2.67K – – –
JFG
2597
JDM Financial Group
Texas
$2.67K – – –
CWM
2598
Crowley Wealth Management
Delaware
$2.37K +$2.37K +8 New
PWM
2599
Parkworth Wealth Management
California
$2.08K +$2.08K +7 New
NS
2600
NBC Securities
Alabama
$2.07K -$2.42M -7,008 -100%
102 103
104
105 106