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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 %
DWM
726
Dakota Wealth Management
Florida
$4.85M -$446K -1,502 -8%
GHAM
727
Gilman Hill Asset Management
Connecticut
$4.83M -$1.64M -5,513 -25%
LJCM
728
Lee Johnson Capital Management
Texas
$4.79M +$92.6K +312 +2%
AWM
729
Apollon Wealth Management
South Carolina
$4.77M +$938K +3,161 +24%
SSW
730
Stone Summit Wealth
Florida
$4.77M -$264K -891 -5%
IAM
731
Impact Asset Management
$4.76M -$1.34M -4,510 -22%
BAM
732
Brave Asset Management
New Jersey
$4.75M – – –
BCM
733
Birmingham Capital Management
Alabama
$4.75M -$911K -3,070 -16%
MSE
734
MUFG Securities EMEA
United Kingdom
$4.75M +$4.75M +16,000 New
HWAM
735
Hennion & Walsh Asset Management
New Jersey
$4.73M -$181K -610 -4%
FIA
736
Foundations Investment Advisors
Arizona
$4.72M +$135K +456 +3%
VT
737
Vise Technologies
New York
$4.71M +$1.39M +4,669 +42%
WIS
738
Wright Investors Service
Connecticut
$4.7M -$704K -2,371 -13%
VFA
739
Valeo Financial Advisors
Indiana
$4.69M +$17.5K +59 +0.4%
DAS
740
Dynamic Advisor Solutions
Arizona
$4.64M -$283K -955 -6%
PS
741
Principal Securities
Iowa
$4.61M +$520K +1,753 +13%
KCM
742
Kerusso Capital Management
North Carolina
$4.6M +$10.4K +35 +0.2%
KCM
743
Kanawha Capital Management
Virginia
$4.59M +$170K +574 +4%
MLL
744
Moody Lynn & Lieberson
Massachusetts
$4.56M -$176K -592 -4%
LC
745
Lincoln Capital
Nebraska
$4.55M -$1.78K -6 -0%
CWI
746
Conscious Wealth Investments
Florida
$4.55M -$69.7K -223 -2%
HIC
747
Hartline Investment Corp
Illinois
$4.53M +$352K +1,185 +8%
HIS
748
Horizon Investment Services
Indiana
$4.51M +$194K +655 +4%
SWA
749
Strata Wealth Advisors
Texas
$4.5M +$13.4K +45 +0.3%
VanEck Associates
750
VanEck Associates
New York
$4.48M -$9.63M -32,445 -68%
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