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American Express
AXP

Overview Fund Activity

2,610 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, 842 increasing their positions, 1,026 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,610
Holders Change
+179
Holders Change %
+7.36%
% of All Funds
34.74%
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
842
Reduced
1,026
Closed
103
Calls
$3.74B
Puts
$3.11B
Net Calls
+$628M
Net Calls Change
+$310M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$1.06B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$577M
3
BlackRock
BlackRock
New York
+$420M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$329M
5
Northern Trust
Northern Trust
Illinois
+$284M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$444M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$287M
3
IAIM
International Assets Investment Management
Florida
-$271M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$192M
5
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
301
Noesis Capital Mangement
Florida
$30.8M +$18.1K +61 +0.1%
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$30.4M -$1.08M -3,643 -3%
BCWM
303
Bartlett & Co Wealth Management
Ohio
$30.1M +$192K +648 +0.6%
ATN
304
AMF Tjänstepension
Sweden
$29.9M – – –
FAF
305
Fjarde Ap-fonden
Sweden
$29.9M +$950K +3,200 +3%
X
306
Xponance
Pennsylvania
$29.9M +$111K +373 +0.4%
DIA
307
Dana Investment Advisors
Wisconsin
$29.8M -$475K -1,600 -2%
WRBC
308
W.R. Berkley Corp
Connecticut
$29.7M +$29.7M +100,000 New
CGH
309
Crossmark Global Holdings
Texas
$29.6M -$297K -1,002 -1%
IHL
310
Investment House LLC
California
$29.6M +$243K +818 +0.8%
Flossbach Von Storch
311
Flossbach Von Storch
Germany
$29.5M -$17.2M -58,106 -37%
UCFA
312
United Capital Financial Advisors
Texas
$29.4M -$325K -1,096 -1%
AAF
313
Andra AP-fonden
Sweden
$28.4M -$89K -300 -0.3%
CIM
314
Coleford Investment Management
Canada
$27.8M +$27.8M +93,613 New
URS
315
Utah Retirement Systems
Utah
$27.6M +$29.7K +100 +0.1%
BFA
316
Bragg Financial Advisors
North Carolina
$27.4M -$973K -3,277 -3%
PCH
317
Polar Capital Holdings
United Kingdom
$27.4M +$18.2M +61,334 +199%
VMPIC
318
Varma Mutual Pension Insurance Co
Finland
$27.3M -$10.3M -34,800 -27%
QP
319
Quilter Plc
United Kingdom
$26.8M -$1.56M -5,255 -6%
TIAA Trust, National Association
320
TIAA Trust, National Association
North Carolina
$26.7M -$1.61M -5,417 -6%
WF
321
Welch & Forbes
Massachusetts
$26.7M +$29.1K +98 +0.1%
Mirae Asset Global Investments
322
Mirae Asset Global Investments
South Korea
$26.6M +$2.78M +9,268 +12%
TBC
323
Tweedy, Browne Co
Connecticut
$26.6M -$3.11M -10,489 -10%
MCM
324
MAI Capital Management
Ohio
$26.5M +$7.37M +24,828 +39%
DGM
325
Delta Global Management
New York
$26.3M -$21.8M -73,288 -45%
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