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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.22B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.5B
3
IAIM
International Assets Investment Management
Florida
$959K
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.54B
5
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
$821M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
251
Mariner
Kansas
$43.4M +$1.44M +4,838 +3%
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$42.9M +$231K +778 +0.5%
WOC
253
West Oak Capital
California
$42.3M -$44.5K -15 -0.1%
QCM
254
QRG Capital Management
Illinois
$41.6M +$7.21M +24,279 +21%
BFS
255
Bradley Foster & Sargent
Connecticut
$41.4M +$903K +3,041 +2%
AAM
256
Aureus Asset Management
Massachusetts
$40.9M -$681K -2,296 -2%
DWA
257
Douglass Winthrop Advisors
New York
$40.4M -$772K -2,600 -2%
CFB
258
Cullen/Frost Bankers
Texas
$40.4M -$368K -1,240 -0.9%
AF
259
Allworth Financial
California
$40.3M +$1.23M +3,830 +3%
HNB
260
Huntington National Bank
Ohio
$39.8M -$597K -2,012 -1%
MAM
261
Martingale Asset Management
Massachusetts
$39.7M -$5.28M -17,798 -12%
RFC
262
Regions Financial Corp
Alabama
$38.9M -$795K -2,677 -2%
FDCDDQ
263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.3M +$1.49M +5,028 +4%
WJWM
264
Williams Jones Wealth Management
New York
$38.2M -$362K -1,219 -0.9%
AAM
265
Advisors Asset Management
Colorado
$38.2M -$1.04M -3,513 -3%
CB
266
Commerce Bank
Missouri
$38M -$215K -724 -0.6%
SBWIC
267
Schaper Benz & Wise Investment Counsel
Wisconsin
$37.9M -$891K -3,003 -2%
MCM
268
Mill Capital Management
North Carolina
$37.5M -$472K -1,592 -1%
ELC
269
Edgar Lomax Company
Virginia
$36.6M -$697K -2,350 -2%
SGAM
270
Smith Group Asset Management
Texas
$36.3M +$605K +2,039 +2%
GLF
271
Groupe la Francaise
France
$36.1M +$36.1M +122,125 New
CNB
272
Czech National Bank
Czech Republic
$35.8M +$1.86M +6,255 +5%
CCM
273
Chilton Capital Management
Texas
$35.8M +$619K +2,087 +2%
MCM
274
Maple Capital Management
Vermont
$35.7M +$198K +667 +0.6%
GIP
275
Greatmark Investment Partners
Georgia
$35.2M -$1.26M -4,237 -3%
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