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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 %
HAG
526
HighPoint Advisor Group
Illinois
$9.72M +$354K +1,143 +4%
ETC
527
Exchange Traded Concepts
Oklahoma
$9.69M -$11.9M -40,234 -55%
SCA
528
Stokes Capital Advisors
South Carolina
$9.67M -$169K -568 -2%
DA
529
DCM Advisors
New York
$9.65M +$673K +2,274 +7%
SIM
530
Stratos Investment Management
Ohio
$9.61M -$693K -2,336 -7%
KFP
531
KMG Fiduciary Partners
Ohio
$9.54M -$184K -621 -2%
LP
532
LB Partners
Virginia
$9.5M – – –
WCM
533
Westend Capital Management
California
$9.49M +$72.1K +243 +0.8%
NIM
534
NEOS Investment Management
Connecticut
$9.48M +$2.21M +7,461 +30%
LIM
535
Letson Investment Management
Georgia
$9.45M – – –
CA
536
Cornerstone Advisors
North Carolina
$9.44M – – –
NSEDCP
537
NJ State Employees Deferred Compensation Plan
New Jersey
$9.38M – – –
MMA
538
Miracle Mile Advisors
California
$9.36M +$9.36M +31,550 New
LT
539
Legacy Trust
Michigan
$9.34M -$21.7K -73 -0.2%
WSCM
540
Wellington Shields Capital Management
New York
$9.34M +$7.7M +147,929 +471%
1SB
541
1ST Source Bank
Indiana
$9.31M -$166K -558 -2%
HCMT
542
Highland Capital Management (Tennessee)
Tennessee
$9.19M -$1.92M -6,457 -17%
B
543
Bensler
Washington
$9.08M +$300K +1,010 +3%
SWP
544
Stratos Wealth Partners
Ohio
$9.03M +$168K +565 +2%
MSRPS
545
Maryland State Retirement & Pension System
Maryland
$8.96M -$638K -2,148 -7%
CI
546
Ceera Investments
Texas
$8.93M -$188K -632 -2%
DJSG
547
D.J. St. Germain
Massachusetts
$8.9M -$573K -1,932 -6%
CLGM
548
Capitolis Liquid Global Markets
New York
$8.9M +$8.9M +30,000 New
CIM
549
Contravisory Investment Management
Massachusetts
$8.89M -$21.4K -72 -0.2%
PBC
550
Pavion Blue Capital
California
$8.89M -$71.8K -242 -0.8%
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