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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 %
GIM
1276
Guardian Investment Management
California
$1.29M -$7.42K -25 -0.6%
SIC
1277
Salem Investment Counselors
North Carolina
$1.29M +$43.6K +147 +4%
AI
1278
Accredited Investors
Minnesota
$1.28M -$59.1K -199 -4%
IA
1279
IFG Advisors
Missouri
$1.28M -$40.4K -136 -3%
LWM
1280
Lyell Wealth Management
California
$1.28M +$29.7K +100 +2%
UAS
1281
United Asset Strategies
New York
$1.28M -$22.6K -76 -2%
SC
1282
Schulhoff & Co
Ohio
$1.28M -$20.8K -70 -2%
AT
1283
American Trust
Kentucky
$1.27M -$130K -437 -9%
SA
1284
SRN Advisors
Pennsylvania
$1.27M +$386K +1,300 +43%
DS
1285
DRW Securities
Illinois
$1.27M +$854K +2,878 +204%
EIM
1286
Ervin Investment Management
Washington
$1.27M -$37.1K -125 -3%
AB
1287
Atlas Brown
Kentucky
$1.26M +$2.08K +7 +0.2%
VEA
1288
Virtus ETF Advisers
New York
$1.26M +$191K +643 +18%
AWA
1289
Aaron Wealth Advisors
Illinois
$1.25M +$45.1K +152 +4%
WSC
1290
Wellington Shields & Co
New York
$1.25M – – –
CI
1291
Conning Inc
Connecticut
$1.25M -$71.8K -242 -5%
OCM
1292
Orleans Capital Management
Louisiana
$1.25M -$86.7K -280 -6%
I
1293
InvesTrust
Oklahoma
$1.25M +$1.25M +4,200 New
FCA
1294
Fortis Capital Advisors
Kansas
$1.25M -$25.3K -98 -2%
PA
1295
Promethium Advisors
Maryland
$1.25M -$7.42K -25 -0.6%
PSFG
1296
Prairie Sky Financial Group
Illinois
$1.24M – – –
DAS
1297
Diversify Advisory Services
Utah
$1.24M -$378K -1,290 -23%
ANB
1298
Amarillo National Bank
Texas
$1.23M – – –
JPWM
1299
Jamison Private Wealth Management
Georgia
$1.23M -$5.64K -19 -0.5%
BMC
1300
Benin Management Corp
Connecticut
$1.23M – – –
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