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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 %
MCM
1151
Manchester Capital Management
Vermont
$1.65M -$8.31K -28 -0.5%
TPI
1152
Trust Point Inc
Wisconsin
$1.65M -$27.3K -92 -2%
CPG
1153
Cornerstone Planning Group
New Jersey
$1.64M +$3.48K +11 +0.2%
SI
1154
Saxon Interests
Texas
$1.64M +$28.2K +95 +2%
PVI
1155
Pine Valley Investments
New Jersey
$1.64M -$1.19K -4 -0.1%
TPW
1156
Transatlantique Private Wealth
New York
$1.64M +$297 +1 +0%
FWCM
1157
Ferguson Wellman Capital Management
Oregon
$1.64M -$156K -526 -9%
CA
1158
Crewe Advisors
Utah
$1.64M -$1.48K -5 -0.1%
LNB
1159
Ledyard National Bank
$1.64M -$27.6K -93 -2%
SP
1160
Stonebrook Private
Michigan
$1.64M +$15.4K +52 +1%
ICP
1161
Interchange Capital Partners
Pennsylvania
$1.64M -$53.1K -179 -3%
KCM
1162
KRS Capital Management
Michigan
$1.63M -$4.16K -14 -0.3%
IA
1163
Icon Advisers
Colorado
$1.63M – – –
CFGA
1164
Cambridge Financial Group (Arizona)
Arizona
$1.63M -$6.23K -21 -0.4%
GBT
1165
Grove Bank & Trust
Florida
$1.63M -$73.9K -249 -4%
HCM
1166
Highview Capital Management
Illinois
$1.63M -$12.5K -42 -0.8%
LWANC
1167
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.63M -$8.9K -30 -0.5%
LKIM
1168
Lawson Kroeker Investment Management
Nebraska
$1.62M +$1.78K +6 +0.1%
SB
1169
Simmons Bank
Arkansas
$1.62M -$36.5K -123 -2%
AFG
1170
Atomi Financial Group
New York
$1.61M +$251K +846 +18%
AIP
1171
Ameritas Investment Partners
Nebraska
$1.61M -$79.2K -267 -5%
HI
1172
Harbour Investments
Wisconsin
$1.61M +$35K +118 +2%
FDS
1173
First Dallas Securities
Texas
$1.61M -$975K -3,284 -38%
SCM
1174
Sirios Capital Management
Massachusetts
$1.6M -$52.8K -178 -3%
SC
1175
Syon Capital
California
$1.6M -$51.3K -173 -3%
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