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 %
SQA
1451
Simon Quick Advisors
New Jersey
$899K +$168K +566 +23%
HDIM
1452
Hanson & Doremus Investment Management
Vermont
$898K +$93.2K +314 +12%
LWM
1453
LongView Wealth Management
Georgia
$897K +$2.97K +10 +0.3%
KAM
1454
Knightsbridge Asset Management
California
$896K -$114K -384 -11%
SWM
1455
Scissortail Wealth Management
Oklahoma
$895K +$895K +3,014 +100,467%
LAM
1456
Lewis Asset Management
California
$895K -$68.9K -232 -7%
SG
1457
StoneX Group
New York
$893K +$413K +1,393 +86%
LW
1458
Linscomb Wealth
Texas
$891K -$10.7K -36 -1%
CFM
1459
Catalyst Funds Management
Australia
$890K -$1.13M -3,800 -56%
APW
1460
Acima Private Wealth
Virginia
$890K – – –
LWMM
1461
Legacy Wealth Management (Mississippi)
Mississippi
$890K – – –
AWA
1462
Authentikos Wealth Advisory
California
$890K +$890K +3,000 New
IC
1463
Iconiq Capital
California
$889K +$447K +1,505 +101%
OWA
1464
Outlook Wealth Advisors
Texas
$888K +$5.64K +19 +0.6%
UIM
1465
Unified Investment Management
Georgia
$886K +$886K +2,986 New
PWG
1466
Portside Wealth Group
Utah
$884K -$15.7K -53 -2%
PWM
1467
Purus Wealth Management
California
$882K -$24.6K -83 -3%
PP
1468
PDS Planning
Ohio
$880K +$11.3K +38 +1%
CA
1469
Capital Advantage
California
$880K +$880K +2,965 New
TF
1470
Tompkins Financial
New York
$880K +$138K +466 +19%
HC
1471
Hendley & Co
Ohio
$876K – – –
ESB
1472
Essex Savings Bank
Connecticut
$875K +$14.2K +48 +2%
SB
1473
Strategic Blueprint
Georgia
$871K +$14.5K +49 +2%
CB
1474
Centennial Bank
Arkansas
$870K – – –
SFI
1475
SPC Financial Inc
Maryland
$869K +$8.9K +30 +1%
57 58
59
60 61