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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 %
BIC
1501
Beach Investment Counsel
Pennsylvania
$824K -$1.21M -4,085 -60%
BHB
1502
Bank Hapoalim BM
Israel
$824K – – –
ITIM
1503
Indiana Trust & Investment Management
Indiana
$820K -$23.7K -80 -3%
USB
1504
Union Savings Bank
Connecticut
$817K -$20.2K -68 -2%
KIM
1505
Kane Investment Management
California
$817K +$817K +2,753 New
BDA
1506
Borer Denton & Associates
Pennsylvania
$812K -$14.8K -50 -2%
TLCM
1507
Twin Lakes Capital Management
California
$811K -$53.7K -181 -6%
NP
1508
Nilsine Partners
Colorado
$810K +$39.8K +134 +5%
I
1509
InceptionR
California
$810K -$295K -994 -27%
MFA
1510
Millington Financial Advisors
Illinois
$809K -$53.8K -170 -6%
MA
1511
MCF Advisors
Kentucky
$809K +$6.23K +21 +0.8%
MFG
1512
Midwest Financial Group
Kansas
$808K – – –
PHAM
1513
Palisades Hudson Asset Management
Florida
$808K – – –
N
1514
Numerai
California
$806K -$312K -1,050 -28%
AFC
1515
AFT Forsyth & Company
Florida
$803K +$13.4K +45 +2%
HAIM
1516
Hunter Associates Investment Management
Pennsylvania
$802K +$53.4K +180 +7%
PCG
1517
PFC Capital Group
California
$801K – – –
MAM
1518
Meeder Asset Management
Ohio
$801K -$9.07M -30,572 -92%
AF
1519
Arrow Financial
New York
$801K -$27K -91 -3%
TSWM
1520
Triangle Securities Wealth Management
North Carolina
$797K -$6.83K -23 -0.8%
TW
1521
TritonPoint Wealth
Maryland
$797K +$5.94K +20 +0.8%
GLLW
1522
Graves Light Lenhart Wealth
Virginia
$796K -$29.7K -100 -4%
CM
1523
Castleark Management
Illinois
$794K -$8.08M -27,230 -91%
FFA
1524
Founders Financial Alliance
North Carolina
$792K +$31.8K +107 +4%
APWA
1525
Atlas Private Wealth Advisors
New Jersey
$791K +$1.19K +4 +0.2%
59 60
61
62 63