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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 %
MWS
1476
MFA Wealth Services
California
$868K +$868K +2,925 New
PCH
1477
PGIM Custom Harvest
New Jersey
$864K -$485K -1,634 -36%
KCPG
1478
Kavar Capital Partners Group
Kansas
$864K +$890 +3 +0.1%
CA
1479
Cambridge Advisors
Nebraska
$864K – – –
KWA
1480
Kingswood Wealth Advisors
California
$862K -$229K -773 -21%
V
1481
VeraBank
Texas
$851K +$5.34K +18 +0.6%
BST
1482
Bath Savings Trust
Maine
$850K -$59.4K -200 -7%
HGA
1483
Hobbs Group Advisors
South Carolina
$850K – – –
BIP
1484
Blueprint Investment Partners
North Carolina
$849K +$467K +1,572 +122%
WP
1485
Westmount Partners
California
$847K -$70.9K -239 -8%
AAP
1486
Arax Advisory Partners
Colorado
$846K +$251K +847 +42%
JWBC
1487
John W. Bristol & Co
New York
$846K – – –
LAI
1488
Legal Advantage Investments
California
$846K -$14.8K -50 -2%
BS
1489
Banco Santander
Spain
$841K -$20.1M -67,667 -96%
UBP
1490
Union Bancaire Privee
Switzerland
$835K +$835K +2,776 New
PWPS
1491
Pinnacle Wealth Planning Services
Ohio
$835K -$361K -1,218 -30%
CBT
1492
CoreFirst Bank & Trust
Kansas
$833K – – –
HIMS
1493
Hager Investment Management Services
New Hampshire
$832K +$832K +2,805 New
YIM
1494
Yoffe Investment Management
Pennsylvania
$832K +$832K +2,804 New
NFSG
1495
Newbridge Financial Services Group
Florida
$832K +$832K +2,803 New
ME
1496
McIlrath & Eck
Washington
$832K – – –
KA
1497
Kearns & Associates
California
$831K – – –
PWP
1498
Pursue Wealth Partners
California
$831K – – –
GWANC
1499
Guardian Wealth Advisors (North Carolina)
North Carolina
$830K +$12.5K +42 +2%
CCA
1500
Cadent Capital Advisors
Oklahoma
$828K +$6.23K +21 +0.8%
58 59
60
61 62