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American Express
AXP

Overview Fund Activity

2,607 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, 841 increasing their positions, 1,024 reducing their positions, and 103 closing their positions.

Holders
2,607
Holders Change
+178
Holders Change %
+7.33%
% of All Funds
34.72%
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
841
Reduced
1,024
Closed
103
Calls
$3.74B
Puts
$3.11B
Net Calls
+$628M
Net Calls Change
+$310M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.79B
2
DZ Bank
2
DZ Bank
Germany
$1.29B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$886M
4
BlackRock
4
BlackRock
New York
$13B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.97B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.22B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.5B
3
IAIM
3
International Assets Investment Management
Florida
$959K
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.54B
5
RCWMU
5
Rothschild & Co Wealth Management (UK)
United Kingdom
$821M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
26
Capital World Investors
California
$1.1B 3,704,271 +74,977 +2%
UBS Group
27
UBS Group
Switzerland
$1.06B 3,584,412 +419,658 +13%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$1.03B 3,483,938 -476,904 -12%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$906M 3,052,115 +126,030 +4%
Capital Research Global Investors
30
Capital Research Global Investors
California
$886M 2,986,710 +1,943,463 +186%
RCWMU
31
Rothschild & Co Wealth Management (UK)
United Kingdom
$821M 2,764,668 -496,550 -15%
AIM
32
Alphinity Investment Management
Australia
$813M 2,737,923 -341,984 -11%
Deutsche Bank
33
Deutsche Bank
Germany
$801M 2,698,632 +555,562 +26%
Ameriprise
34
Ameriprise
Minnesota
$755M 2,570,160 +65,578 +3%
LP
35
Longview Partners
Guernsey
$740M 2,493,891 -110,795 -4%
First Eagle Investment Management
36
First Eagle Investment Management
New York
$698M 2,352,053 -245,835 -9%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$683M 2,299,819 -42,601 -2%
Barclays
38
Barclays
United Kingdom
$664M 2,236,814 +76,407 +4%
Amundi
39
Amundi
France
$660M 2,179,171 +248,515 +13%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$655M 2,203,772 +247,864 +13%
Boston Partners
41
Boston Partners
Massachusetts
$574M 1,923,899 -185,872 -9%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$559M 1,883,929 -120,400 -6%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$540M 1,818,788 +847,148 +87%
Wells Fargo
44
Wells Fargo
California
$508M 1,712,725 -1,583 -0.1%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$495M 1,667,747 -15,212 -0.9%
Swiss National Bank
46
Swiss National Bank
Switzerland
$477M 1,606,579 -102,000 -6%
Lazard Asset Management
47
Lazard Asset Management
New York
$474M 1,598,397 -82,064 -5%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$463M 1,560,765 +38,586 +3%
CWP
49
Capital Wealth Planning
Florida
$450M 1,517,668 +273,813 +22%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$436M 1,465,321 +154,810 +12%
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