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 %
HBT
1376
Hills Bank & Trust
Iowa
$1.05M – – –
EFL
1377
ERn Financial LLC
Wisconsin
$1.04M +$1.48K +5 +0.1%
SWM
1378
Sendero Wealth Management
Texas
$1.04M +$9.79K +33 +1%
PTP
1379
Platform Technology Partners
New York
$1.03M -$32.4K -109 -3%
AF
1380
Alerus Financial
North Dakota
$1.03M -$9.5K -32 -0.9%
WGC
1381
Watts Gwilliam & Co
Arizona
$1.03M -$3.02K -10 -0.3%
EAM
1382
Empirical Asset Management
Massachusetts
$1.03M +$823K +14,426 +406%
CFM
1383
Capricorn Fund Managers
United Kingdom
$1.02M -$384K -1,293 -27%
OFG
1384
OmniStar Financial Group
North Carolina
$1.02M +$8.04K +27 +0.8%
MFG
1385
MidWestOne Financial Group
Iowa
$1.02M – – –
DWM
1386
Defined Wealth Management
Oregon
$1.01M +$2.37K +8 +0.2%
CG
1387
CFO4Life Group
Texas
$1.01M +$11.6K +39 +1%
PCP
1388
Proficio Capital Partners
Massachusetts
$1.01M +$196K +661 +24%
CWG
1389
Cornerstone Wealth Group
North Carolina
$1.01M -$35.6K -120 -3%
RIA
1390
Richwood Investment Advisors
Ohio
$1.01M +$23.7K +80 +2%
ZIG
1391
Zullo Investment Group
Pennsylvania
$1.01M +$38.6K +130 +4%
MFA
1392
Mayflower Financial Advisors
Massachusetts
$1.01M -$98.8K -333 -9%
1WA
1393
180 Wealth Advisors
Washington
$1.01M -$9.79K -33 -1%
TWM
1394
Trueblood Wealth Management
Ohio
$999K +$98.8K +333 +11%
VV
1395
Verity & Verity
South Carolina
$999K +$429K +1,447 +75%
KA
1396
Kovack Advisors
Florida
$997K +$11.3K +38 +1%
CCG
1397
Catalina Capital Group
California
$996K +$10.1K +34 +1%
TYCC
1398
Texas Yale Capital Corp
Florida
$994K +$66.8K +225 +7%
LP
1399
LGL Partners
Pennsylvania
$993K -$13.1K -44 -1%
BB
1400
Bell Bank
North Dakota
$989K -$1.48K -5 -0.1%
54 55
56
57 58