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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 %
MFIM
351
Mesirow Financial Investment Management
Illinois
$22.3M +$22.3K +75 +0.1%
SG Americas Securities
352
SG Americas Securities
New York
$21.8M -$100M -336,989 -82%
HW
353
Hancock Whitney
Mississippi
$21.7M +$190K +640 +0.9%
NA
354
NewEdge Advisors
Louisiana
$21.3M -$413K -1,392 -2%
MIM
355
Marco Investment Management
Georgia
$21.2M -$666K -2,245 -3%
PCM
356
Penserra Capital Management
California
$21.2M +$366K +1,233 +2%
SPIA
357
Steward Partners Investment Advisory
New York
$21.2M -$17.2M -57,844 -45%
NAM
358
Nissay Asset Management
Japan
$21M -$343K -1,138 -2%
GGS
359
Galvin Gaustad & Stein
Arizona
$20.8M -$156K -526 -0.7%
PL
360
Parthenon LLC
Kentucky
$20.7M +$235K +792 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
361
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.6M -$8.6M -28,965 -29%
Wealthfront Advisers
362
Wealthfront Advisers
California
$20.5M +$1.93M +6,505 +10%
AssetMark Inc
363
AssetMark Inc
California
$20.5M +$608K +2,048 +3%
MWM
364
Moran Wealth Management
Florida
$20.4M +$13.4M +44,987 +189%
VPIM
365
Vanguard Personalized Indexing Management
California
$20.4M +$74.2K +250 +0.4%
AMBIA
366
Allen Mooney & Barnes Investment Advisors
Georgia
$20.4M -$657K -2,215 -3%
WT
367
Whittier Trust
California
$20.3M -$160K -539 -0.8%
Wolverine Trading
368
Wolverine Trading
Illinois
$20.2M +$19.8M +66,449 +4,490%
BCI
369
Brinker Capital Investments
Pennsylvania
$20M -$3.2M -10,796 -14%
OPS
370
Orion Portfolio Solutions
Nebraska
$20M -$3.2M -10,796 -14%
USAA
371
United Services Automobile Association
Texas
$19.8M – – –
MOACM
372
Mutual of America Capital Management
New York
$19.8M -$739K -2,491 -4%
EGA
373
Eagle Global Advisors
Texas
$19.6M +$8.9K +30 +0%
HPIA
374
Hamilton Point Investment Advisors
North Carolina
$19.5M +$33.2K +112 +0.2%
CIS
375
Connors Investor Services
Pennsylvania
$19.5M -$179K -602 -0.9%
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