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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 %
A
601
AustralianSuper
Australia
$7.5M -$4.79M -16,147 -39%
CSP
602
Cary Street Partners
Virginia
$7.45M +$7.45M +25,117 New
MOS
603
MGO One Seven
Ohio
$7.43M +$3.68M +12,405 +98%
LCAM
604
Long Corridor Asset Management
Hong Kong
$7.42M – – –
FIB
605
First Interstate Bank
Montana
$7.41M -$195K -656 -3%
BF
606
BOK Financial
Oklahoma
$7.39M +$41.1K +140 +0.6%
ACM
607
Adalta Capital Management
New York
$7.36M -$243K -820 -3%
MAM
608
Milestone Asset Management
Pennsylvania
$7.31M +$921K +3,103 +14%
RC
609
Roundview Capital
New Jersey
$7.31M +$26.4K +89 +0.4%
MAM
610
Mirabaud Asset Management
United Kingdom
$7.27M -$1.55M -5,205 -18%
HI
611
Hendershot Investments
Virginia
$7.23M -$2.08K -7 -0%
VVP
612
Venture Visionary Partners
Ohio
$7.12M -$75.1K -253 -1%
WPW
613
Warther Private Wealth
Ohio
$7.05M -$291K -979 -4%
SAM
614
Shell Asset Management
Netherlands
$7.04M +$1.33M +4,488 +23%
SF
615
Synovus Financial
Georgia
$6.98M +$8.91K +30 +0.1%
PWMAG
616
Pinnacle Wealth Management Advisory Group
New Jersey
$6.98M -$53.7K -181 -0.8%
CFSG
617
Community Financial Services Group
Vermont
$6.96M -$15.7K -53 -0.2%
WCM
618
Wisconsin Capital Management
Wisconsin
$6.95M -$102K -342 -1%
CL
619
Choreo LLC
Illinois
$6.93M +$1.57M +5,270 +29%
SCM
620
Silvant Capital Management
Georgia
$6.91M -$29.7K -100 -0.4%
FCH
621
Freestone Capital Holdings
Washington
$6.9M -$2.67K -9 -0%
TCOV
622
Trust Company of Vermont
Vermont
$6.88M -$86.1K -290 -1%
LF
623
Longbow Finance
Switzerland
$6.87M +$325K +1,096 +5%
BCM
624
Bretton Capital Management
California
$6.86M – – –
WS
625
Wedbush Securities
California
$6.83M -$527K -1,776 -7%
23 24
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