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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 %
SAM
551
Securian Asset Management
Minnesota
$8.88M -$342K -1,152 -4%
LSERS
552
Louisiana State Employees Retirement System
Louisiana
$8.87M -$505K -1,700 -5%
CTC
553
Central Trust Company
Missouri
$8.87M +$42.7K +144 +0.5%
MGP
554
Metis Global Partners
California
$8.87M +$461K +1,552 +5%
ASN
555
Advisory Services Network
Georgia
$8.87M +$1.27M +4,288 +17%
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$8.84M +$2.02M +6,816 +30%
GIC
557
Generali Investments CEE
Czech Republic
$8.76M +$8.76M +29,500 New
AMI
558
Amica Mutual Insurance
Rhode Island
$8.71M – – –
BIP
559
Bouvel Investment Partners
Pennsylvania
$8.7M +$120K +406 +1%
GP
560
Guardian Partners
Canada
$8.7M +$8.7M +28,719 New
AUB
561
Atlantic Union Bankshares
Virginia
$8.64M -$120K -404 -1%
LOAME
562
Lombard Odier Asset Management (Europe)
United Kingdom
$8.6M – – –
DF
563
DNCA Finance
France
$8.52M +$8.52M +28,724 New
RGC
564
Redwood Grove Capital
California
$8.51M -$10.1M -34,108 -54%
MWA
565
MFA Wealth Advisors
Pennsylvania
$8.45M +$1.16M +3,914 +16%
NEI
566
Northwest & Ethical Investments
Ontario, Canada
$8.43M -$4.25M -14,335 -34%
AWM
567
Avitas Wealth Management
California
$8.39M +$61.4K +207 +0.7%
BWAM
568
Boyd Watterson Asset Management
Ohio
$8.37M -$48.1K -162 -0.6%
AIM
569
Artemis Investment Management
United Kingdom
$8.36M +$1.91M +6,450 +30%
RWP
570
RWA Wealth Partners
Massachusetts
$8.27M +$243K +818 +3%
JEST
571
JTC Employer Solutions Trustee
Jersey
$8.18M – – –
GC
572
Guggenheim Capital
Illinois
$8.18M -$737K -2,482 -8%
TS
573
Triglav Skladi
Slovenia
$8.16M +$8.16M +27,500 New
BPC
574
Bearing Point Capital
Minnesota
$8.08M +$8.08M +27,223 New
MIH
575
Meitav Investment House
Israel
$8.06M +$3.33M +11,211 +70%
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