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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 %
FCT
501
Family Capital Trust
Massachusetts
$11M -$729K -2,457 -6%
EF
502
Empowered Funds
Pennsylvania
$10.9M +$6.67M +22,474 +157%
CI
503
CX Institutional
Indiana
$10.8M -$1.05M -3,528 -9%
NFGCM
504
Norman Fields Gottscho Capital Management
New York
$10.7M – – –
JC
505
Jacobs & Co
California
$10.7M -$716K -2,413 -6%
OLA
506
Oliver Luxxe Assets
New Jersey
$10.5M +$5.22M +18,379 +99%
NB
507
Norinchukin Bank
Japan
$10.5M +$413K +1,393 +4%
BAMF
508
BI Asset Management Fondsmaeglerselskab
Denmark
$10.5M +$10.5M +35,312 New
UAM
509
Unison Asset Management
Florida
$10.3M +$254K +855 +3%
SCP
510
Seizert Capital Partners
Michigan
$10.3M -$26.7K -90 -0.3%
MIM
511
Martin Investment Management
Florida
$10.3M -$1.9M -6,398 -16%
TSW
512
Thompson Siegel & Walmsley
Virginia
$10.3M -$38.6K -130 -0.4%
MHC
513
Meyer Handelman Company
New York
$10.2M -$2.37K -8 -0%
HIMCH
514
Hartford Investment Management Co (HIMCO)
Connecticut
$10.2M -$274K -924 -3%
BCAM
515
Boston Common Asset Management
Massachusetts
$10.2M -$1,000K -3,368 -9%
HL
516
HeadInvest LLC
Maine
$10.2M -$428K -1,441 -4%
FM
517
Family Management
New York
$10.2M +$3.61M +12,152 +55%
RB
518
Rodgers Brothers
Pennsylvania
$10.2M – – –
SAM
519
SP Asset Management
California
$10M -$232K -783 -2%
WAM
520
Winslow Asset Management
Ohio
$10M -$410K -1,380 -4%
WP
521
Woodline Partners
California
$9.92M +$9.92M +33,421 New
DADC
522
D.A. Davidson & Co
Montana
$9.89M +$134K +452 +1%
LSWM
523
Lorne Steinberg Wealth Management
Canada
$9.87M -$5.94K -20 -0.1%
BCM
524
Banyan Capital Management
Georgia
$9.84M -$531K -1,788 -5%
WSFS
525
Wilmington Savings Fund Society
Delaware
$9.78M +$448K +1,511 +5%
19 20
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