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 %
GL
1301
Graypoint LLC
New York
$1.23M +$12.2K +41 +1%
BAM
1302
Bayview Asset Management
Florida
$1.22M +$1.22M +4,125 New
CAMG
1303
CWA Asset Management Group
Florida
$1.22M -$37.7K -127 -3%
SFA
1304
Souders Financial Advisors
Ohio
$1.21M +$87.9K +296 +8%
EIM
1305
Essex Investment Management
Massachusetts
$1.21M -$19.6K -66 -2%
MW
1306
Marcum Wealth
Ohio
$1.2M +$92.9K +313 +8%
SB
1307
Sunflower Bank
Texas
$1.2M +$10.4K +35 +0.9%
EI
1308
Ellevest Inc
New York
$1.2M +$3.86K +13 +0.3%
EWM
1309
Evermay Wealth Management
Virginia
$1.2M – – –
MAM
1310
Morse Asset Management
Connecticut
$1.2M – – –
WCM
1311
Winebrenner Capital Management
Kentucky
$1.2M +$1.2M +4,037 New
EFS
1312
Essex Financial Services
Connecticut
$1.2M +$36.8K +124 +3%
IIM
1313
Ipswich Investment Management
Massachusetts
$1.19M -$2.97K -10 -0.2%
FAFN
1314
First Affirmative Financial Network
Colorado
$1.19M +$8.31K +28 +0.7%
BFM
1315
Boston Financial Management
Massachusetts
$1.19M +$10.1K +34 +0.9%
MP
1316
Moment Partners
California
$1.19M +$1.19M +4,004 New
UM
1317
Ulysses Management
New York
$1.19M +$1.19M +4,000 New
BDFN
1318
Bond & Devick Financial Network
Minnesota
$1.19M – – –
SFS
1319
Solitude Financial Services
Virginia
$1.19M -$76.3K -257 -6%
AIM
1320
Alhambra Investment Management
Florida
$1.18M – – –
EAM
1321
Evanson Asset Management
California
$1.18M – – –
WCF
1322
West Coast Financial
California
$1.17M – – –
BMA
1323
Brooks Moore & Associates
Tennessee
$1.16M -$74.2K -250 -6%
GSWM
1324
Golden State Wealth Management
California
$1.16M +$1.16M +3,923 New
TSS
1325
Two Sigma Securities
New York
$1.16M +$848K +2,857 +270%
51 52
53
54 55