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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 %
BAM
1226
Boyar Asset Management
New York
$1.42M – – –
PI
1227
PFG Investments
New York
$1.42M -$142K -570 -9%
CPIG
1228
Chicago Partners Investment Group
Illinois
$1.41M +$27.9K +92 +2%
MWA
1229
Muirfield Wealth Advisors
North Carolina
$1.41M +$3.56K +12 +0.3%
ACM
1230
Aster Capital Management
United Arab Emirates
$1.41M -$766K -2,581 -35%
IP
1231
Ignite Planners
California
$1.4M +$9.7K +32 +0.7%
A
1232
Argentarii
Ohio
$1.4M +$1.4M +4,702 New
NSIM
1233
North Star Investment Management
Illinois
$1.39M +$297 +1 +0%
BFC
1234
Bedel Financial Consulting
Indiana
$1.39M -$2.24K -7 -0.2%
BIAS
1235
Beacon Investment Advisory Services
New Jersey
$1.38M -$93.8K -316 -6%
APC
1236
Aspire Private Capital
North Carolina
$1.38M +$36.8K +124 +3%
PK
1237
Pflug Koory
Nebraska
$1.38M -$10.4K -35 -0.7%
BIM
1238
Baldwin Investment Management
Pennsylvania
$1.38M +$127K +427 +10%
BCM
1239
Barden Capital Management
Texas
$1.38M -$7.12K -24 -0.5%
MYIA
1240
Mount Yale Investment Advisors
Colorado
$1.37M +$284K +956 +26%
TWA
1241
TCI Wealth Advisors
Arizona
$1.37M +$4.16K +14 +0.3%
AFG
1242
Allegheny Financial Group
Pennsylvania
$1.37M -$14.5K -49 -1%
BWM
1243
BigSur Wealth Management
Florida
$1.37M – – –
ACM
1244
Advisors Capital Management
New Jersey
$1.37M +$51.9K +175 +4%
JWCA
1245
J.W. Coons Advisors
Ohio
$1.36M -$300K -1,010 -18%
SL
1246
Sentry LLC
Tennessee
$1.36M – – –
NG
1247
NWK Group
California
$1.36M -$33.5K -113 -2%
FCAS
1248
First Command Advisory Services
Texas
$1.36M -$13.4K -45 -1%
CANY
1249
Caxton Associates (New York)
New York
$1.36M +$1.36M +4,575 New
TPWM
1250
Twelve Points Wealth Management
Massachusetts
$1.36M -$5.94K -20 -0.4%
48 49
50
51 52