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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 %
CMANY
1401
Capital Management Associates (New York)
New York
$989K -$256K -864 -21%
FFA
1402
First Foundation Advisors
California
$989K -$2.97K -10 -0.3%
MFS
1403
Mattson Financial Services
Michigan
$987K -$443K -1,634 -31%
NA
1404
Navellier & Associates
Nevada
$987K +$423K +1,426 +75%
BF
1405
Brucke Financial
Indiana
$986K +$986K +3,107 New
LFG
1406
Larson Financial Group
Missouri
$985K -$89K -300 -8%
OL
1407
one8zero8 LLC
North Carolina
$985K +$985K +3,320 New
ACGA
1408
Atlanta Consulting Group Advisors
Georgia
$985K -$8.31K -28 -0.8%
AIM
1409
Aspen Investment Management
Michigan
$984K +$297 +1 +0%
GA
1410
Geller Advisors
New York
$983K -$5.34K -18 -0.5%
SIC
1411
Sigma Investment Counselors
Michigan
$981K – – –
FMN
1412
Financial Management Network
California
$977K -$4.85K -16 -0.5%
TWM
1413
Tanager Wealth Management
United Kingdom
$976K -$25.2K -85 -3%
SWM
1414
SeaCrest Wealth Management
New York
$976K +$1.19K +4 +0.1%
PWA
1415
Provenance Wealth Advisors
Florida
$971K -$1.7M -5,728 -64%
ACM
1416
Aljian Capital Management
Nevada
$969K +$1.48K +5 +0.2%
LA
1417
LVW Advisors
New York
$969K -$84.9K -286 -8%
CTC
1418
Cetera Trust Company
Minnesota
$968K – – –
HFM
1419
Hartford Financial Management
Connecticut
$967K – – –
KFS
1420
Kurt F. Somerville
$965K – – –
PHS
1421
Pekin Hardy Strauss
Illinois
$964K +$14.8K +50 +2%
IAIM
1422
International Assets Investment Management
Florida
$959K -$271M -906,524 -100%
WP
1423
WMS Partners
Maryland
$958K -$3.27K -11 -0.3%
LA
1424
Lifeworks Advisors
Michigan
$958K +$27.6K +93 +3%
MSWM
1425
McGlone Suttner Wealth Management
Wisconsin
$956K +$14.8K +50 +2%
55 56
57
58 59