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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 %
CANC
1326
Culbertson A N & Co
Virginia
$1.16M – – –
CFIA
1327
Cantor Fitzgerald Investment Advisors
New York
$1.16M -$20.2K -68 -2%
SAM
1328
Sompo Asset Management
Japan
$1.16M +$14.8K +50 +1%
NLP
1329
Next Level Private
New York
$1.16M -$297 -1 -0%
GITFIT
1330
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.16M -$208K -700 -15%
MWM
1331
Meridian Wealth Management
Kentucky
$1.16M +$113K +382 +11%
RWM
1332
Riverbend Wealth Management
South Carolina
$1.16M +$1.16M +3,877 New
SMH
1333
Sanders Morris Harris
Texas
$1.16M – – –
FIBT
1334
First International Bank & Trust
North Dakota
$1.15M +$202K +680 +21%
WA
1335
WBH Advisory
Maryland
$1.15M -$32.4K -109 -3%
CT
1336
Colonial Trust
South Carolina
$1.15M -$67.4K -227 -6%
CA
1337
Centerpoint Advisors
Massachusetts
$1.14M -$35.3K -119 -3%
LFM
1338
LGT Fund Management
Liechtenstein
$1.14M – – –
BWP
1339
BSW Wealth Partners
Colorado
$1.14M +$94.7K +319 +9%
BIM
1340
Bridges Investment Management
Nebraska
$1.14M +$4.16K +14 +0.4%
WKSWA
1341
White Knight Strategic Wealth Advisors
New Jersey
$1.14M +$572K +1,929 +101%
PL
1342
Plancorp LLC
Missouri
$1.14M +$168K +565 +17%
OW
1343
Olistico Wealth
Oklahoma
$1.14M +$18.4K +62 +2%
MIM
1344
MTM Investment Management
South Carolina
$1.13M – – –
FWTB
1345
First Western Trust Bank
Colorado
$1.13M +$3.56K +12 +0.3%
BA
1346
Bridgewater Associates
Connecticut
$1.13M -$15.6M -52,671 -93%
MWA
1347
Midland Wealth Advisors
Illinois
$1.13M – – –
TCM
1348
Tang Capital Management
California
$1.13M +$830K +2,798 +280%
SIM
1349
Sentry Investment Management
Wisconsin
$1.13M -$283K -954 -20%
FC
1350
Forte Capital
New York
$1.12M -$37.1K -125 -3%
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