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 %
NIA
1176
NBZ Investment Advisors
Tennessee
$1.59M +$1.59M +5,359 New
SA
1177
Strategic Advisors
New York
$1.59M +$505K +1,702 +47%
AC
1178
Avestar Capital
New York
$1.58M +$133K +448 +9%
CWS
1179
Cypress Wealth Services
California
$1.58M -$2.97K -10 -0.2%
4WM
1180
44 Wealth Management
Oregon
$1.58M -$169K -570 -10%
AO
1181
Advisor OS
Illinois
$1.58M +$622K +2,094 +65%
NG
1182
Norden Group
Utah
$1.58M -$4.55M -15,328 -74%
FFA
1183
Farther Finance Advisors
California
$1.57M -$179K -604 -10%
PPWM
1184
Paragon Private Wealth Management
Kentucky
$1.57M +$53.4K +180 +4%
ST
1185
Spinnaker Trust
Maine
$1.57M -$44.5K -150 -3%
LGA
1186
Lebenthal Global Advisors
New York
$1.56M -$18.1K -61 -1%
SC
1187
Sapient Capital
Indiana
$1.56M +$170K +574 +12%
MIA
1188
MeadowBrook Investment Advisors
Michigan
$1.55M -$29.7K -100 -2%
SAW
1189
Signal Advisors Wealth
Michigan
$1.55M -$62.3K -210 -4%
RAM
1190
Ramirez Asset Management
New York
$1.55M – – –
WC
1191
Woodstock Corp
Massachusetts
$1.55M -$107K -359 -6%
SAM
1192
S.A. Mason
Michigan
$1.55M -$22K -74 -1%
FP
1193
Factorial Partners
New York
$1.54M – – –
VRM
1194
Vectors Research Management
New York
$1.54M – – –
AL
1195
Aspiriant LLC
California
$1.53M +$50.5K +170 +3%
PC
1196
Pecaut & Co
Iowa
$1.53M – – –
OFS
1197
Orrstown Financial Services
Pennsylvania
$1.53M +$203K +685 +15%
AI
1198
AXS Investments
New York
$1.53M -$174K -586 -10%
LA
1199
Legacy Advisors
Pennsylvania
$1.53M +$35.6K +120 +2%
PIM
1200
Profit Investment Management
Maryland
$1.53M -$41K -138 -3%
46 47
48
49 50