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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
Norges Bank
1
Norges Bank
Norway
$1.79B
2
DZ Bank
2
DZ Bank
Germany
$1.29B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$886M
4
BlackRock
4
BlackRock
New York
$13B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.97B

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 %
DFCM
2651
Dark Forest Capital Management
Puerto Rico
– – -2,102 Closed
BBL
2652
Beck Bode LLC
Massachusetts
– – -1,940 Closed
DCM
2653
Donaldson Capital Management
Indiana
– – -1,921 Closed
ZIMP
2654
Zimmermann Investment Management & Planning
Pennsylvania
– – -1,807 Closed
AI
2655
AdvisorShares Investments
Maryland
– – -1,801 Closed
WMWM
2656
Whitaker-Myers Wealth Managers
Ohio
– – -1,605 Closed
ST
2657
Sageworth Trust
Pennsylvania
– – -1,550 Closed
OAM
2658
Oxford Asset Management
United Kingdom
– – -1,476 Closed
WFA
2659
Wellspring Financial Advisors
Ohio
– – -1,461 Closed
KOC
2660
Koss-Olinger Consulting
Florida
– – -1,430 Closed
CAS
2661
CTC Alternative Strategies
Illinois
– – -1,398 Closed
MPM
2662
MBB Public Markets
Illinois
– – -1,350 Closed
EC
2663
EntryPoint Capital
New York
– – -1,254 Closed
SOW
2664
State of Wyoming
Wyoming
– – -1,148 Closed
AFP
2665
Alpha Financial Partners
Kentucky
– – -1,108 Closed
RP
2666
Reinhart Partners
Wisconsin
– – -1,100 Closed
RBFC
2667
Roman Butler Fullerton & Co
Missouri
– – -1,070 Closed
JF
2668
Jump Financial
Illinois
– – -1,069 Closed
VCM
2669
Virtue Capital Management
Tennessee
– – -1,023 Closed
HWP
2670
Hibernia Wealth Partners
Louisiana
– – -1,016 Closed
AGP
2671
Autumn Glory Partners
Texas
– – -1,000 Closed
CM
2672
Crestline Management
Texas
– – -1,000 Closed
CGFA
2673
Colton Groome Financial Advisors
North Carolina
– – -986 Closed
SCP
2674
Stamos Capital Partners
California
– – -960 Closed
DFA
2675
Davies Financial Advisors
California
– – -959 Closed
105 106
107
108 109