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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 %
FFN
1126
Focus Financial Network
Minnesota
$1.74M +$14.2K +48 +0.8%
FCBT
1127
First Citizens Bank & Trust
North Carolina
$1.74M +$73.3K +247 +4%
LWL
1128
Leo Wealth LLC
Texas
$1.74M +$774K +2,609 +80%
BOH
1129
Bank of Hawaii
Hawaii
$1.74M -$41.3K -139 -2%
KIM
1130
Kestra Investment Management
Texas
$1.74M +$575K +1,937 +50%
HWP
1131
Highline Wealth Partners
California
$1.74M +$7.42K +25 +0.4%
N
1132
Natixis
France
$1.73M -$3.63M -12,226 -68%
LCG
1133
Lakeshore Capital Group
Illinois
$1.73M +$1.73M +5,844 New
HWM
1134
Hohimer Wealth Management
Washington
$1.73M +$11K +37 +0.6%
CI
1135
Cigna Investments
Connecticut
$1.72M -$11.9K -40 -0.7%
WCM
1136
Weik Capital Management
Pennsylvania
$1.71M -$29.7K -100 -2%
DM
1137
Delphi Management
Massachusetts
$1.7M -$45.1K -152 -3%
BCG
1138
BayBridge Capital Group
California
$1.69M -$13.7K -46 -0.8%
HB
1139
HTLF Bank
Colorado
$1.69M -$38.9K -131 -2%
BWP
1140
Balboa Wealth Partners
Arizona
$1.69M +$842K +2,836 +99%
WPW
1141
Waldron Private Wealth
Pennsylvania
$1.69M +$4.75K +16 +0.3%
MFG
1142
Monte Financial Group
Connecticut
$1.69M -$89.9K -303 -5%
CAL
1143
Capital Analysts LLC
Pennsylvania
$1.68M +$192K +647 +13%
BWA
1144
Blodgett Wealth Advisors
California
$1.68M -$16.9K -57 -1%
SWA
1145
Stratos Wealth Advisors
Ohio
$1.68M -$178K -601 -10%
AR
1146
Advisory Research
Illinois
$1.67M -$252K -849 -13%
MAMU
1147
Myriad Asset Management US
Florida
$1.67M +$1.67M +5,626 New
MG
1148
Mather Group
Illinois
$1.66M -$98.2K -331 -6%
TCM
1149
Twin Capital Management
Pennsylvania
$1.66M -$53.1K -179 -3%
NWM
1150
Northcape Wealth Management
New York
$1.66M – – –
44 45
46
47 48