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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 %
TCM
1251
Tufton Capital Management
Maryland
$1.35M – – –
PPWP
1252
Premier Path Wealth Partners
New Jersey
$1.35M +$2.08K +7 +0.2%
MSAM
1253
Moloney Securities Asset Management
Missouri
$1.35M -$77.8K -262 -5%
FW
1254
FullCircle Wealth
Texas
$1.35M -$57.2K -186 -4%
LS
1255
Livforsakringsbolaget Skandia
Sweden
$1.34M – – –
GWP
1256
Gen-Wealth Partners
Michigan
$1.34M -$134K -450 -9%
EP
1257
Edgestream Partners
New Jersey
$1.34M -$852K -2,870 -39%
VCP
1258
Verus Capital Partners
Arizona
$1.34M -$55.5K -187 -4%
USGIU
1259
U.S. Global Investors (USGI)
Texas
$1.34M +$297K +1,000 +29%
LRPA
1260
L. Roy Papp & Associates
Arizona
$1.34M -$59.4K -200 -4%
BAM
1261
Byrne Asset Management
New Jersey
$1.32M -$46.3K -156 -3%
SAIG
1262
Semper Augustus Investments Group
Colorado
$1.32M -$6.53K -22 -0.5%
ANBT
1263
American National Bank & Trust
Texas
$1.31M +$89K +300 +7%
DFG
1264
Delta Financial Group
New Jersey
$1.31M +$4.75K +16 +0.4%
GW
1265
Griffith & Werner
Georgia
$1.31M +$1.31M +4,418 New
OC
1266
Oakworth Capital
Alabama
$1.31M -$15.7K -53 -1%
RMC
1267
Resources Management Corp
Connecticut
$1.31M – – –
SMA
1268
Sage Mountain Advisors
Georgia
$1.31M +$231K +778 +21%
CSS
1269
Cubist Systematic Strategies
Connecticut
$1.31M +$1.31M +4,400 New
MFG
1270
Magnus Financial Group
New York
$1.31M -$44.2K -149 -3%
EFG
1271
Everhart Financial Group
Ohio
$1.3M +$287K +966 +28%
MAA
1272
Mraz Amerine & Associates
California
$1.3M -$147K -497 -10%
PWM
1273
Proathlete Wealth Management
Florida
$1.3M +$16.3K +55 +1%
RDWM
1274
Red Door Wealth Management
Tennessee
$1.3M +$9.2K +31 +0.7%
SRC
1275
Sage Rhino Capital
California
$1.29M -$28.8K -97 -2%
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