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 %
RIA
1351
Realta Investment Advisors
Delaware
$1.12M +$30K +99 +3%
HCM
1352
Howard Capital Management
Georgia
$1.11M +$51.9K +175 +5%
CAM
1353
Cozad Asset Management
Illinois
$1.11M +$291K +979 +35%
ARA
1354
Alexander Randolph Advisory
Virginia
$1.11M -$19.9K -67 -2%
GWA
1355
Gratus Wealth Advisors
Virginia
$1.1M -$2.37K -8 -0.2%
QC
1356
Quent Capital
New York
$1.1M +$115K +388 +12%
CIS
1357
Capital International Sarl
California
$1.09M +$383K +1,289 +54%
PGCM
1358
Prescott Group Capital Management
Oklahoma
$1.09M – – –
LC
1359
Lindbrook Capital
California
$1.09M +$245K +826 +29%
DA
1360
Doliver Advisors
Texas
$1.08M +$37.1K +125 +4%
MAM
1361
Mystic Asset Management
Rhode Island
$1.08M +$442K +1,489 +69%
CHP
1362
Cable Hill Partners
Oregon
$1.08M -$2.08K -7 -0.2%
CWM
1363
Cornerstone Wealth Management
Missouri
$1.08M -$11K -37 -1%
BB
1364
Burford Brothers
Texas
$1.08M -$15.1K -51 -1%
SW
1365
SteelPeak Wealth
California
$1.08M +$205K +692 +24%
LCM
1366
Lazari Capital Management
California
$1.07M +$8.31K +28 +0.8%
SC
1367
Saybrook Capital
North Carolina
$1.07M – – –
BOTPPF
1368
Board of the Pension Protection Fund
United Kingdom
$1.07M +$1.07M +3,600 New
PTC
1369
Philadelphia Trust Company
Pennsylvania
$1.07M -$4.75K -16 -0.4%
BIG
1370
Brooklyn Investment Group
New York
$1.07M +$99.7K +336 +10%
OAM
1371
Oak Asset Management
California
$1.06M – – –
EWA
1372
EverSource Wealth Advisors
Alabama
$1.06M +$119K +402 +13%
SWM
1373
Spire Wealth Management
Virginia
$1.06M +$71.5K +241 +7%
GTAM
1374
Global Trust Asset Management
Florida
$1.06M -$70K -236 -6%
RWS
1375
Resolute Wealth Strategies
Mississippi
$1.05M +$890 +3 +0.1%
53 54
55
56 57