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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 %
PR
376
Payden & Rygel
California
$19.2M -$742K -2,500 -4%
OIAM
377
OFI Invest Asset Management
France
$19.2M +$19.2M +67,035 New
AAIS
378
ABN AMRO Investment Solutions
$19.2M -$679K -2,288 -3%
SJL
379
Shayne & Jacobs LLC
Tennessee
$18.8M -$223K -750 -1%
PGFC
380
Peapack-Gladstone Financial Corp
New Jersey
$18.7M -$64.7K -218 -0.3%
GWM
381
GDS Wealth Management
Texas
$18.5M +$662K +2,231 +4%
WAS
382
Wesleyan Assurance Society
United Kingdom
$18.5M -$1.06M -3,555 -5%
SIM
383
Sprucegrove Investment Management
Ontario, Canada
$18.5M – – –
GAG
384
GM Advisory Group
New York
$18.3M -$800K -2,697 -4%
ET
385
Equitable Trust
Tennessee
$18.2M -$469K -1,581 -3%
RP
386
Rice Partnership
Hawaii
$18.1M +$373K +1,258 +2%
Lido Advisors
387
Lido Advisors
California
$18.1M -$2.12M -7,138 -10%
PCM
388
Prana Capital Management
Connecticut
$17.7M +$17.7M +59,552 New
PAM
389
Panagora Asset Management
Massachusetts
$17.5M +$12.7M +42,897 +265%
GAM
390
Generali Asset Management
Italy
$17.4M +$17.4M +58,667 New
MGIA
391
Matthew Goff Investment Advisor
Texas
$17.3M -$112K -377 -0.6%
TIP
392
Torray Investment Partners
Maryland
$17.3M -$2.36M -7,963 -12%
PWM
393
Perigon Wealth Management
California
$17.3M +$212K +680 +1%
HWM
394
HB Wealth Management
Georgia
$17.1M +$62.6K +211 +0.4%
PCIA
395
Prime Capital Investment Advisors
Kansas
$17M +$938K +3,160 +6%
Mackenzie Financial
396
Mackenzie Financial
Ontario, Canada
$16.9M +$167K +563 +1%
KAS
397
Kestra Advisory Services
Texas
$16.8M -$6.63M -22,336 -28%
BMSSC
398
B. Metzler seel. Sohn & Co
Germany
$16.8M -$4.76M -16,038 -22%
LTI
399
Laffer Tengler Investments
Tennessee
$16.7M +$1.99M +6,709 +13%
SAM
400
Silvercrest Asset Management
New York
$16.7M -$285K -960 -2%
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