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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 %
RFG
1526
RFP Financial Group
Georgia
$789K – – –
CTWM
1527
Cherry Tree Wealth Management
Minnesota
$783K – – –
CIS
1528
Custom Index Systems
New York
$782K -$11.6K -39 -1%
BPCE
1529
Bank Pictet & Cie (Europe)
Germany
$781K +$156K +525 +25%
SAM
1530
Strive Asset Management
Ohio
$781K +$781K +2,632 New
MIP
1531
Marietta Investment Partners
Wisconsin
$778K -$45.1K -152 -5%
CAM
1532
Cidel Asset Management
Ontario, Canada
$777K -$101K -341 -12%
GS
1533
GTS Securities
New York
$775K -$1,000K -3,369 -56%
PFA
1534
Pathway Financial Advisers
Indiana
$774K +$27.6K +93 +4%
TIA
1535
Traphagen Investment Advisors
New Jersey
$772K -$594 -2 -0.1%
PTB
1536
Pioneer Trust Bank
Oregon
$772K – – –
DSC
1537
Duncker Streett & Co
Missouri
$772K – – –
OFS
1538
OneAscent Financial Services
Alabama
$765K +$330K +1,110 +76%
OF
1539
Outfitter Financial
Maine
$764K -$14.8K -50 -2%
SIA
1540
SkyView Investment Advisors
New Jersey
$763K +$43.6K +147 +6%
FFA
1541
Fortune Financial Advisors
Kansas
$763K -$13.7K -46 -2%
SCA
1542
Sippican Capital Advisors
Massachusetts
$759K – – –
FCCM
1543
First City Capital Management
Georgia
$759K -$7.42K -25 -1%
CW
1544
Channel Wealth
California
$759K -$4.75K -16 -0.6%
MAM
1545
McLean Asset Management
Virginia
$758K +$42.2K +142 +6%
AIS
1546
Accredited Investor Services
Minnesota
$758K +$758K +2,553 New
AIM
1547
Athena Investment Management
California
$753K -$27K -91 -3%
CFP
1548
Catalyst Financial Partners
Massachusetts
$750K +$12.8K +43 +2%
AC
1549
ASB Consultores
Florida
$750K -$60.2K -203 -7%
BWA
1550
Burt Wealth Advisors
Maryland
$748K +$1.78K +6 +0.2%
60 61
62
63 64