AXP icon

American Express
AXP

Overview Fund Activity

2,607 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, 1,024 reducing their positions, and 103 closing their positions.

Holders
2,607
Holders Change
+178
Holders Change %
+7.33%
% of All Funds
34.72%
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
1,024
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 %
NWMP
2601
Noble Wealth Management PBC
Colorado
$1.78K +$1.78K +6 New
SR
2602
Syntax Research
Florida
$1.49K – – –
SMAM
2603
Sugar Maple Asset Management
Wisconsin
$1.19K +$1.19K +4 New
TFA
2604
Transamerica Financial Advisors
Florida
$1K -$667 -2 -40%
DP
2605
Denver PWM
Colorado
$891 +$891 +3 New
LP
2606
LMR Partners
United Kingdom
$890 -$9.2K -31 -91%
CFP
2607
Comprehensive Financial Planning
Pennsylvania
$297 +$297 +1 New
HF
2608
HRT Financial
New York
– -$32.5M -119,894 Closed
Qube Research & Technologies (QRT)
2609
Qube Research & Technologies (QRT)
United Kingdom
– -$31.9M -117,471 Closed
VLKIM
2610
Van Lanschot Kempen Investment Management
Netherlands
– -$16.1M -59,255 Closed
Connor, Clark & Lunn Investment Management (CC&L)
2611
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$14.4M -53,190 Closed
GCM
2612
Gunderson Capital Management
South Carolina
– -$10.1M -37,087 Closed
MIS
2613
Morningstar Investment Services
Illinois
– -$6.86M -25,321 Closed
BL
2614
Bleichroeder LP
New York
– -$6.78M -25,000 Closed
FTDI
2615
First Trust Direct Indexing
Massachusetts
– -$6.57M -24,243 Closed
ECM
2616
ExodusPoint Capital Management
New York
– -$6.11M -22,534 Closed
BIMC
2617
Benson Investment Management Company
Virginia
– -$5.95M -21,932 Closed
AOI
2618
Auto-Owners Insurance
Michigan
– -$5.41M -19,950 Closed
WAM
2619
Weiss Asset Management
Massachusetts
– -$4.91M -18,092 Closed
ACM
2620
Alight Capital Management
New York
– -$3.36M -12,400 Closed
STA
2621
Summit Trail Advisors
New York
– -$3.23M -11,906 Closed
DF
2622
Donoghue Forlines
Massachusetts
– -$2.88M -10,603 Closed
DEA
2623
DoubleLine ETF Adviser
Florida
– -$2.39M -8,805 Closed
FFO
2624
Fiduciary Family Office
Florida
– -$2.26M -8,340 Closed
SEC
2625
Seven Eight Capital
New York
– -$2.22M -8,193 Closed
103 104
105
106 107