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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 Market Value Shares Shares
Change 		Shares
Change %
MAM
2626
Magellan Asset Management
Australia
– – -7,879 Closed
AG
2627
AIA Group
Hong Kong
– – -7,400 Closed
TI
2628
Trexquant Investment
Connecticut
– – -7,271 Closed
FFM
2629
Forum Financial Management
Illinois
– – -6,591 Closed
PMG
2630
Private Management Group
California
– – -5,760 Closed
CP
2631
Cumberland Partners
Ontario, Canada
– – -5,500 Closed
BHCM
2632
Brevan Howard Capital Management
Jersey
– – -5,383 Closed
OCM
2633
Olstein Capital Management
New York
– – -5,000 Closed
VF
2634
Virtu Financial
New York
– – -4,781 Closed
ACM
2635
AlphaStar Capital Management
North Carolina
– – -4,752 Closed
PP
2636
Paloma Partners
Connecticut
– – -4,570 Closed
SRL
2637
Scientech Research LLC
New Jersey
– – -4,150 Closed
UH
2638
Unigestion Holding
Switzerland
– – -3,802 Closed
SC
2639
Shay Capital
New York
– – -3,425 Closed
BC
2640
Bridgefront Capital
Texas
– – -3,305 Closed
WWS
2641
Wellington Wealth Strategies
Indiana
– – -3,207 Closed
EW
2642
Elyxium Wealth
California
– – -3,188 Closed
ARC
2643
Advisor Resource Council
Texas
– – -3,006 Closed
PI
2644
Parkside Investments
Illinois
– – -3,000 Closed
GWMR
2645
GC Wealth Management RIA
Massachusetts
– – -2,810 Closed
EGM
2646
Engineers Gate Manager
New York
– – -2,751 Closed
RWM
2647
Revisor Wealth Management
Ohio
– – -2,747 Closed
RW
2648
REDW Wealth
New Mexico
– – -2,631 Closed
IPW
2649
Impact Partnership Wealth
Georgia
– – -2,335 Closed
PCMC
2650
Private Capital Management (Colorado)
Colorado
– – -2,158 Closed
104 105
106
107 108