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 %
BAAM
1201
Baker Avenue Asset Management
California
$1.53M +$100K +338 +7%
SWM
1202
Sterling Wealth Management
Illinois
$1.52M – – –
PP
1203
Patten & Patten
Tennessee
$1.52M +$43.6K +147 +3%
SIA
1204
Strategic Investment Advisors
Michigan
$1.52M -$105K -354 -6%
WA
1205
WealthTrust Axiom
Pennsylvania
$1.51M -$5.34K -18 -0.4%
HIA
1206
Harbor Investment Advisory
Maryland
$1.51M +$24.6K +83 +2%
BI
1207
Bradyco Inc
Massachusetts
$1.51M +$1.51M +5,074 New
CWS
1208
Confluence Wealth Services
Pennsylvania
$1.5M – – –
CFG
1209
Carr Financial Group
Massachusetts
$1.5M -$119K -401 -7%
PA
1210
PFG Advisors
Arizona
$1.5M -$44.2K -149 -3%
CP
1211
Canopy Partners
Ohio
$1.5M +$172K +579 +13%
SOAMC
1212
Spirit of America Management Corp
New York
$1.48M – – –
WT
1213
Washington Trust
Rhode Island
$1.48M +$103K +347 +7%
GC
1214
Garde Capital
Washington
$1.48M +$43.9K +148 +3%
WA
1215
Wealth Alliance
New York
$1.46M -$39.8K -134 -3%
WAP
1216
Wealthcare Advisory Partners
Pennsylvania
$1.46M +$39.5K +133 +3%
RCM
1217
RNC Capital Management
California
$1.46M -$148K -497 -9%
LCS
1218
Levin Capital Strategies
New York
$1.46M – – –
MWM
1219
Modern Wealth Management
Kansas
$1.45M +$250K +842 +21%
WB
1220
WesBanco Bank
West Virginia
$1.45M +$209K +705 +17%
MDA
1221
Minot DeBlois Advisors
Massachusetts
$1.45M +$1.45M +4,878 New
HCM
1222
Hall Capital Management
Rhode Island
$1.45M +$1.45M +4,877 New
IA
1223
IFP Advisors
Florida
$1.44M -$937K -3,156 -39%
BAM
1224
Beaumont Asset Management
Texas
$1.43M -$24.9K -84 -2%
LCM
1225
Leisure Capital Management
California
$1.42M -$297 -1 -0%
47 48
49
50 51