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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 %
QCM
401
Quantinno Capital Management
New York
$16.7M +$5.86M +19,745 +54%
CAM
402
Cresset Asset Management
Illinois
$16.6M -$13.6M -45,806 -45%
GIA
403
GHP Investment Advisors
Colorado
$16.6M -$350K -1,179 -2%
KOCAA
404
Knights of Columbus Asset Advisors
Connecticut
$16.5M -$804K -2,709 -5%
CAM
405
Carret Asset Management
New York
$16.4M -$434K -1,464 -3%
TAM
406
Tocqueville Asset Management
New York
$16.3M -$11.3K -38 -0.1%
PAG
407
Private Advisor Group
New Jersey
$16.3M -$279K -939 -2%
SG
408
Sienna Gestion
France
$16.2M – – –
WIC
409
Willis Investment Counsel
Georgia
$16M +$404K +1,361 +3%
DC
410
Davenport & Co
Virginia
$15.8M +$68.3K +230 +0.4%
CWM
411
Calamos Wealth Management
Illinois
$15.8M +$78.4K +264 +0.5%
CA
412
Cullinan Associates
Kentucky
$15.8M -$2.39M -8,047 -13%
EAM
413
Erste Asset Management
Austria
$15.7M +$7.44M +24,654 +90%
MSU
414
Mizuho Securities USA
New York
$15.7M +$4.85M +16,327 +45%
CWM
415
Chemistry Wealth Management
New York
$15.4M -$32.6K -110 -0.2%
EMPI
416
Elo Mutual Pension Insurance
Finland
$15.4M -$833K -2,806 -5%
DT
417
Diversified Trust
Tennessee
$15.4M -$122K -412 -0.8%
Allspring Global Investments
418
Allspring Global Investments
North Carolina
$15.2M -$1.24M -4,157 -8%
NAAA
419
New Age Alpha Advisors
New York
$15.2M +$15.2M +51,118 +116,177%
ERIC
420
Eagle Rock Investment Company
Georgia
$15.2M -$42.7K -144 -0.3%
GAM
421
Griffin Asset Management
New York
$15.1M -$107K -359 -0.7%
SSB
422
Sandy Spring Bank
Maryland
$15M -$351K -1,181 -2%
GFG
423
Greystone Financial Group
Michigan
$14.9M +$207K +697 +1%
AI
424
Atria Investments
North Carolina
$14.9M +$316K +1,064 +2%
NLGIA
425
Nippon Life Global Investors Americas
New York
$14.9M -$1.85M -6,230 -11%
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