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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 %
RC
626
RBF Capital
California
$6.83M – – –
MA
627
Montag & Associates
Georgia
$6.81M +$104K +352 +2%
FNFDCM
628
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.8M -$862K -2,906 -11%
SCP
629
Sandhill Capital Partners
New York
$6.78M -$92.9K -313 -1%
KWM
630
Kingsview Wealth Management
Oregon
$6.77M +$164K +553 +2%
CT
631
Chicago Trust
Illinois
$6.76M -$104K -351 -2%
GIM
632
Grassi Investment Management
California
$6.67M – – –
BBNA
633
Bremer Bank National Association
Minnesota
$6.66M +$43.9K +148 +0.7%
HCM
634
Hutner Capital Management
Vermont
$6.63M -$96.5K -325 -1%
PIM
635
Plato Investment Management
Australia
$6.6M -$376K -1,263 -5%
SFI
636
Siemens Fonds Invest
Germany
$6.53M -$878K -2,954 -12%
CCM
637
Condor Capital Management
New Jersey
$6.53M -$112K -376 -2%
AC
638
AlpenGlobal Capital
California
$6.5M +$6.5M +21,913 New
UB
639
UMB Bank
Missouri
$6.49M -$81.6K -275 -1%
CA
640
Commerzbank Aktiengesellschaft
Germany
$6.48M +$892K +3,005 +16%
NGA
641
Naples Global Advisors
Florida
$6.48M -$77.2K -260 -1%
GT
642
Greenleaf Trust
Michigan
$6.45M +$92K +310 +1%
LNWWM
643
Laird Norton Wetherby Wealth Management
California
$6.44M -$504K -1,698 -7%
FG
644
Fiduciary Group
Georgia
$6.35M -$16.6K -56 -0.3%
CIM
645
Chapman Investment Management
California
$6.35M +$2.37K +8 +0%
KSWA
646
Kathleen S. Wright Associates
Pennsylvania
$6.22M – – –
CCT
647
Chemung Canal Trust
New York
$6.22M -$472K -1,589 -7%
CP
648
CenterBook Partners
Connecticut
$6.2M +$1.82M +6,120 +41%
FSA
649
Fort Sheridan Advisors
Illinois
$6.19M -$89K -300 -1%
TLP
650
Trinity Legacy Partners
Texas
$6.18M +$146K +491 +2%
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