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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 %
PCI
701
Pacifica Capital Investments
Texas
$5.35M – – –
MFG
702
Merit Financial Group
Georgia
$5.34M +$1.15M +3,875 +27%
CA
703
Callahan Advisors
Texas
$5.29M – – –
CPBTD
704
Central Pacific Bank - Trust Division
Hawaii
$5.29M -$475K -1,600 -8%
NMIMC
705
Northwestern Mutual Investment Management Company
Wisconsin
$5.24M -$38.6K -130 -0.7%
ECM
706
Elgethun Capital Management
South Dakota
$5.23M -$306K -1,032 -6%
GT
707
Glenview Trust
Kentucky
$5.14M -$245K -825 -5%
BG
708
BDF Gestion
France
$5.13M -$666K -2,244 -11%
PNC
709
Park National Corp
Ohio
$5.12M -$52.2K -176 -1%
CCM
710
Cullen Capital Management
New York
$5.1M -$659K -2,221 -11%
CCA
711
Catalyst Capital Advisors
New York
$5.09M +$612K +2,062 +14%
GL
712
GHE LLC
Tennessee
$5.05M +$133K +447 +3%
RCA
713
Resonant Capital Advisors
Wisconsin
$5.04M -$41.3K -139 -0.8%
PTCG
714
Pring Turner Capital Group
California
$5.03M – – –
BFA
715
Bill Few Associates
Pennsylvania
$5.03M -$77.2K -260 -2%
AC
716
Allstate Corporation
Illinois
$5.02M +$5.02M +16,925 New
NP
717
NorthRock Partners
Minnesota
$4.98M -$269K -905 -5%
MC
718
Mathes Company
New York
$4.98M -$211K -710 -4%
Envestnet Portfolio Solutions
719
Envestnet Portfolio Solutions
Illinois
$4.95M -$489K -1,649 -9%
TMAM
720
Tokio Marine Asset Management
Japan
$4.94M +$196K +662 +4%
NRG
721
Nemes Rush Group
Michigan
$4.87M -$32.1K -108 -0.7%
WA
722
WP Advisors
California
$4.87M +$11.6K +39 +0.2%
AC
723
Arjuna Capital
North Carolina
$4.86M -$145K -488 -3%
CA
724
CoreCap Advisors
Michigan
$4.86M -$646K -2,176 -12%
GIA
725
Gladstone Institutional Advisory
Florida
$4.86M +$1.52M +5,111 +45%
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