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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 %
SIC
2676
Sterling Investment Counsel
New York
– – -936 Closed
CMTU
2677
Capital Markets Trading (UK)
United Kingdom
– – -932 Closed
RWA
2678
Redhawk Wealth Advisors
Minnesota
– – -920 Closed
PD
2679
Planning Directions
Pennsylvania
– – -908 Closed
CCP
2680
Carmel Capital Partners
California
– – -851 Closed
FVWA
2681
Foster Victor Wealth Advisors
South Carolina
– – -831 Closed
HOWA
2682
Heritage Oak Wealth Advisors
Florida
– – -821 Closed
TCWA
2683
Turtle Creek Wealth Advisors
Texas
– – -814 Closed
IWA
2684
IVC Wealth Advisors
Pennsylvania
– – -814 Closed
CFAM
2685
Center For Asset Management
Florida
– – -805 Closed
RBC
2686
Romano Brothers & Co
Illinois
– – -800 Closed
FAIM
2687
Financial Advocates Investment Management
Washington
– – -795 Closed
CPW
2688
Crestmont Private Wealth
Texas
– – -787 Closed
BWM
2689
Baron Wealth Management
Michigan
– – -783 Closed
IWP
2690
Insight Wealth Partners
Texas
– – -777 Closed
EAM
2691
Everstar Asset Management
North Carolina
– – -750 Closed
IAS
2692
IMA Advisory Services
Colorado
– – -644 Closed
PW
2693
Paladin Wealth
Minnesota
– – -609 Closed
HWMC
2694
Heritage Wealth Management (California)
California
– – -536 Closed
VAMG
2695
Voisard Asset Management Group
Michigan
– – -369 Closed
NFA
2696
Northwest Financial Advisors
Virginia
– – -365 Closed
FAM
2697
Flaharty Asset Management
Florida
– – -260 Closed
NC
2698
Nixon Capital
Texas
– – -218 Closed
TPW
2699
Talon Private Wealth
Florida
– – -209 Closed
CIAS
2700
CBIZ Investment Advisory Services
Ohio
– – -200 Closed
106 107
108
109 110