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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 %
CT
576
Coastline Trust
Rhode Island
$7.99M -$47.8K -161 -0.6%
FMTC
577
Farmers & Merchants Trust Company
California
$7.97M -$165K -557 -2%
NMERB
578
New Mexico Educational Retirement Board
New Mexico
$7.94M -$297K -1,000 -4%
TC
579
TownSquare Capital
Utah
$7.93M -$4.09M -13,792 -34%
HT
580
Heritage Trust
Oklahoma
$7.91M +$7.91M +26,663 New
IC
581
IEQ Capital
California
$7.91M -$1.55M -5,230 -16%
EWA
582
EP Wealth Advisors
California
$7.91M +$1.56M +5,253 +25%
Assenagon Asset Management
583
Assenagon Asset Management
Luxembourg
$7.83M -$194K -655 -2%
AAS
584
Avantax Advisory Services
Texas
$7.81M +$464K +1,564 +6%
ADL
585
Asset Dedication LLC
California
$7.81M -$1.5M -5,055 -16%
LSA
586
L & S Advisors
California
$7.76M -$646K -2,177 -8%
NW
587
NewEdge Wealth
Pennsylvania
$7.75M +$437K +1,471 +6%
RIM
588
Reliant Investment Management
Tennessee
$7.74M +$129K +435 +2%
SC
589
Scotia Capital
Ontario, Canada
$7.71M +$931K +3,137 +14%
EOJOAM
590
E. Ohman J:or Asset Management
Sweden
$7.71M +$763K +2,570 +11%
LCI
591
L1 Capital International
Australia
$7.7M -$1.57M -5,289 -17%
RAM
592
Riggs Asset Management
Pennsylvania
$7.7M +$111K +373 +1%
CCG
593
Chatham Capital Group
Georgia
$7.68M +$140K +471 +2%
FG
594
Foster Group
Iowa
$7.67M -$9.2K -31 -0.1%
OBAM
595
ODDO BHF Asset Management
France
$7.64M +$1.4M +4,713 +22%
ANTB
596
AMG National Trust Bank
Colorado
$7.62M +$11.9K +40 +0.2%
SFA
597
Sequoia Financial Advisors
Ohio
$7.56M +$1.16M +3,923 +18%
OAC
598
OMERS Administration Corp
Ontario, Canada
$7.56M +$1.28M +4,324 +20%
AIM
599
Arcadia Investment Management
Michigan
$7.53M -$139K -469 -2%
PAS
600
Park Avenue Securities
New York
$7.5M +$2.63M +8,862 +54%
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