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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 %
LJAC
1426
L.J. Altfest & Co
New York
$955K +$890 +3 +0.1%
UCB
1427
United Community Bank
South Carolina
$951K – – –
PWW
1428
Pettyjohn Wood & White
Virginia
$951K +$297K +1,000 +45%
UAML
1429
US Asset Management LLC
Pennsylvania
$950K -$40.4K -136 -4%
FFM
1430
Fullerton Fund Management
Singapore
$949K +$949K +3,196 New
MAA
1431
Matrix Asset Advisors
New York
$946K -$7.42K -25 -0.8%
CGL
1432
Clarius Group LLC
Washington
$943K -$208K -700 -18%
ARMT
1433
Amica Retiree Medical Trust
Rhode Island
$939K -$82.2K -277 -8%
ERIM
1434
Eagle Ridge Investment Management
Connecticut
$934K – – –
MA
1435
MJP Associates
Connecticut
$933K +$554K +1,867 +146%
GKWIM
1436
Gerber Kawasaki Wealth & Investment Management
California
$929K +$84.6K +285 +10%
SAM
1437
SignalPoint Asset Management
Missouri
$926K -$8.31K -28 -0.9%
CA
1438
Continuum Advisory
Idaho
$921K +$73.9K +249 +9%
CYG
1439
Clean Yield Group
Vermont
$919K -$11.9K -40 -1%
RI
1440
Ridgewood Investments
New Jersey
$918K +$2.08K +7 +0.2%
CFG
1441
Chapman Financial Group
Hawaii
$917K +$917K +3,090 New
LFA
1442
Legacy Financial Advisors
Kentucky
$915K +$94.7K +319 +12%
EB
1443
Exchange Bank
California
$913K +$12.2K +41 +1%
TWM
1444
Tradition Wealth Management
Minnesota
$911K +$27.9K +94 +3%
SRC
1445
Shufro Rose & Co
New York
$909K +$106K +358 +13%
HIM
1446
Harbour Investment Management
Washington
$905K +$152K +511 +20%
GVAG
1447
Great Valley Advisor Group
Delaware
$902K +$10.4K +35 +1%
EFG
1448
Embree Financial Group
Illinois
$902K +$1.19K +4 +0.1%
WCM
1449
Weaver Capital Management
Georgia
$902K +$104K +351 +13%
RMCM
1450
Reynders McVeigh Capital Management
Massachusetts
$899K – – –
56 57
58
59 60