AXP icon

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 %
BP
676
Ballentine Partners
Massachusetts
$5.67M -$159K -536 -3%
FMI
677
F/M Investments
District of Columbia
$5.65M +$432K +1,456 +8%
BL
678
BFSG LLC
California
$5.65M -$246K -830 -4%
GPFA
679
Game Plan Financial Advisors
Ohio
$5.64M +$839K +2,826 +17%
NB
680
NBT Bank
New York
$5.63M -$122K -412 -2%
SLI
681
Sumitomo Life Insurance
Japan
$5.62M -$84.9K -286 -1%
FHB
682
First Hawaiian Bank
Hawaii
$5.61M -$532K -1,791 -9%
HLCM
683
Hi-Line Capital Management
South Dakota
$5.61M -$781K -2,630 -12%
WG
684
Welch Group
Alabama
$5.6M +$96K +323 +2%
IWS
685
Insight Wealth Strategies
California
$5.57M -$260K -877 -4%
OAM
686
Oppenheimer Asset Management
New York
$5.56M -$768K -2,588 -12%
Walleye Capital
687
Walleye Capital
New York
$5.54M -$57.7M -194,285 -91%
JCM
688
Jag Capital Management
Missouri
$5.49M +$84.6K +285 +2%
CC
689
Courier Capital
New York
$5.48M -$3.56K -12 -0.1%
EH
690
Equitable Holdings
New York
$5.45M +$82.8K +279 +2%
VCA
691
Verdence Capital Advisors
Maryland
$5.45M +$67.4K +227 +1%
MCB
692
Morton Community Bank
Illinois
$5.45M -$13.4K -45 -0.2%
MVA
693
Mount Vernon Associates
Maryland
$5.44M -$7.12K -24 -0.1%
NC
694
NewSquare Capital
Pennsylvania
$5.43M +$5.43M +18,282 New
SAM
695
Selway Asset Management
$5.42M +$29.7K +100 +0.6%
IWC
696
Integrated Wealth Concepts
Massachusetts
$5.42M +$110K +371 +2%
TFA
697
Teamwork Financial Advisors
Texas
$5.41M +$143K +482 +3%
LOAMS
698
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.4M +$229K +771 +4%
HTC
699
Haverford Trust Company
Pennsylvania
$5.38M +$170K +572 +3%
PAA
700
Peregrine Asset Advisers
Oregon
$5.37M +$5.37M +18,089 New
26 27
28
29 30