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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 %
ATC
426
Argent Trust Co
Tennessee
$14.9M -$203K -683 -1%
OC
427
Oppenheimer & Co
New York
$14.8M +$1.47M +4,959 +11%
PA
428
Perennial Advisors
New York
$14.8M +$14.8M +49,942 New
NCM
429
Narwhal Capital Management
Georgia
$14.7M -$435K -1,464 -3%
MCM
430
Marsico Capital Management
Colorado
$14.7M +$9.36M +31,539 +177%
ACA
431
Anchor Capital Advisors
Massachusetts
$14.5M -$3.68M -12,392 -20%
SCM
432
Stanley Capital Management
Texas
$14.5M – – –
PFS
433
Prospera Financial Services
Texas
$14.4M +$12.7M +42,669 +721%
DWT
434
Dorsey & Whitney Trust
South Dakota
$14.4M -$873K -2,943 -6%
SIG
435
Sky Investment Group
Connecticut
$14.3M -$149K -502 -1%
GI
436
Gradient Investments
Minnesota
$14.3M -$1.69M -5,689 -11%
SCTC
437
Sanibel Captiva Trust Company
Florida
$14.2M +$530K +1,785 +4%
MYAM
438
Meiji Yasuda Asset Management
Japan
$14.2M +$1.41M +4,739 +11%
OPERF
439
Oregon Public Employees Retirement Fund
Oregon
$14.2M -$101K -341 -0.7%
CCP
440
Clifford Capital Partners
Utah
$14.2M -$524K -1,764 -4%
UF
441
Univest Financial
Pennsylvania
$14.1M -$549K -1,850 -4%
CIA
442
Choate Investment Advisors
Massachusetts
$14.1M -$3.02M -10,175 -18%
JAFL
443
Jay A. Fishman Ltd
Michigan
$14.1M -$23.7K -80 -0.2%
IG
444
ING Group
Netherlands
$14M +$8.82M +29,732 +170%
IMPI
445
Ilmarinen Mutual Pension Insurance
Finland
$13.9M +$5.94M +20,000 +74%
KFC
446
Klingenstein Fields & Co
New York
$13.8M -$536K -1,806 -4%
2
447
2Xideas
Switzerland
$13.8M +$3.91M +13,173 +40%
DMC
448
Drexel Morgan & Co
Pennsylvania
$13.6M -$7.42M -25,000 -35%
HVIA
449
Hudson Valley Investment Advisors
New York
$13.5M -$865K -2,913 -6%
FBB
450
Fulton Breakefield Broenniman
Maryland
$13.5M +$168K +565 +1%
16 17
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