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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 %
TRCT
476
Tower Research Capital (TRC)
New York
$12.2M -$2.09M -7,054 -15%
AF
477
Avanza Fonder
Sweden
$12.1M +$12.1M +40,711 New
KPWS
478
Kestra Private Wealth Services
Texas
$12.1M -$619K -2,086 -5%
RCM
479
Radnor Capital Management
Pennsylvania
$12M -$1.63M -5,485 -12%
BCPWM
480
Bradley & Co Private Wealth Management
Florida
$12M +$12M +40,431 New
BCMO
481
Buckingham Capital Management (Ohio)
Ohio
$12M -$501K -1,687 -4%
IAA
482
Independent Advisor Alliance
North Carolina
$12M +$594K +2,003 +5%
GC
483
Grimes & Company
Massachusetts
$11.9M -$172K -579 -1%
Canada Life
484
Canada Life
Manitoba, Canada
$11.9M -$11.5M -38,849 -49%
SMI
485
Shelter Mutual Insurance
Missouri
$11.8M – – –
IMRF
486
Illinois Municipal Retirement Fund
Illinois
$11.8M -$1.32M -4,441 -10%
IEFM
487
IQ EQ Fund Management
Ireland
$11.7M -$1.79M -6,033 -13%
BEI
488
Benjamin Edwards Inc
Missouri
$11.6M +$444K +1,495 +4%
SVCP
489
Silicon Valley Capital Partners
California
$11.6M -$419K -1,413 -3%
IIC
490
Ironwood Investment Counsel
Arizona
$11.6M -$230K -774 -2%
SBIA
491
Sheaff Brock Investment Advisors
Indiana
$11.6M -$139K -470 -1%
NAS
492
NWF Advisory Services
California
$11.5M +$11.5M +38,799 New
SAM
493
Stansberry Asset Management
Texas
$11.5M -$314K -1,059 -3%
SCM
494
Shelton Capital Management
Colorado
$11.5M +$2.38M +8,018 +26%
KRS
495
Kentucky Retirement Systems
Kentucky
$11.5M -$158K -532 -1%
Vontobel Holding
496
Vontobel Holding
Switzerland
$11.4M -$150K -504 -1%
DILIC
497
Dai-ichi Life Insurance Company
Japan
$11.3M -$1.64M -5,518 -13%
Walleye Trading
498
Walleye Trading
New York
$11.2M -$86.6M -291,782 -89%
WTC
499
WhitTier Trust Company
Nevada
$11.2M -$24.6K -83 -0.2%
Jones Financial Companies
500
Jones Financial Companies
Missouri
$11.1M +$3.57M +12,035 +47%
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