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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 %
NRS
451
Neville Rodie & Shaw
New York
$13.2M -$2.97K -10 -0%
GIBU
452
Gulf International Bank (UK)
United Kingdom
$13.2M -$150K -507 -1%
Pacer Advisors
453
Pacer Advisors
Pennsylvania
$13.1M +$745K +2,510 +6%
P
454
&Partners
Tennessee
$12.9M +$3.43M +11,359 +36%
AFA
455
Abacus FCF Advisors
Florida
$12.8M +$4.05M +13,640 +46%
IMCOOI
456
Investment Management Corp of Ontario (IMCO)
Canada
$12.8M +$5.52M +18,615 +76%
M
457
Mirova
France
$12.7M +$280K +943 +2%
CA
458
Clearstead Advisors
Ohio
$12.7M -$1.2M -4,041 -9%
NI
459
NFC Investments
Tennessee
$12.6M -$83.7K -282 -0.7%
WA
460
Waverly Advisors
Alabama
$12.6M +$865K +2,916 +7%
SC
461
Searle & Co
Connecticut
$12.5M +$199K +670 +2%
VCAM
462
Van Cleef Asset Management
Ohio
$12.5M +$6.83K +23 +0.1%
CWM
463
Congress Wealth Management
Massachusetts
$12.5M -$8.15M -27,462 -39%
AWS
464
Atria Wealth Solutions
New York
$12.5M +$518K +1,747 +4%
Bessemer Group
465
Bessemer Group
New Jersey
$12.4M +$285K +961 +2%
SWIG
466
Strategic Wealth Investment Group
Kentucky
$12.4M +$258K +869 +2%
KA
467
Kintegral Advisory
New York
$12.4M -$578K -1,947 -4%
BBHC
468
Brown Brothers Harriman & Co
New York
$12.4M +$35.9K +121 +0.3%
MKA
469
M. Kulyk & Associates
Georgia
$12.3M -$1.09M -3,661 -8%
NG
470
NatWest Group
United Kingdom
$12.3M +$11K +37 +0.1%
Fiera Capital (Canada)
471
Fiera Capital (Canada)
Quebec, Canada
$12.3M +$1.9M +6,400 +18%
SC
472
Savant Capital
Illinois
$12.3M +$46.3K +156 +0.4%
FA
473
Financial Avengers
California
$12.2M -$772K -2,601 -6%
FGP
474
Foyston, Gordon, & Payne
Ontario, Canada
$12.2M -$157K -530 -1%
WF
475
WoodTrust Financial
Wisconsin
$12.2M -$96.8K -326 -0.8%
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