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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 %
APP
1551
Avantax Planning Partners
Iowa
$748K -$60K -202 -7%
MWA
1552
Meridian Wealth Advisors
Texas
$744K – – –
PAI
1553
Pittenger & Anderson Inc
Nebraska
$744K +$104K +350 +16%
PVM
1554
Palogic Value Management
Texas
$744K – – –
SS
1555
Sunbelt Securities
Texas
$743K +$69.6K +234 +10%
EI
1556
Ecofi Investissements
France
$742K +$137K +500 +23%
HIP
1557
HUB Investment Partners
Texas
$742K +$54.9K +185 +8%
AWM
1558
Accurate Wealth Management
Florida
$742K +$85.7K +292 +13%
1WM
1559
1858 Wealth Management
Ohio
$741K -$7.12K -24 -1%
SCM
1560
Sage Capital Management
New Jersey
$740K – – –
AA
1561
Auxano Advisors
Washington
$737K +$14.8K +50 +2%
WTB
1562
Washington Trust Bank
Washington
$737K +$223K +750 +43%
SCA
1563
Stonebridge Capital Advisors
Minnesota
$736K +$16.3K +55 +2%
KWS
1564
Keystone Wealth Services
California
$735K +$22.6K +76 +3%
DIP
1565
DT Investment Partners
Pennsylvania
$735K – – –
GCWM
1566
Guided Capital Wealth Management
Texas
$733K +$733K +2,470 New
MCC
1567
Money Concepts Capital
Florida
$732K +$372K +1,255 +104%
MEG
1568
Millstone Evans Group
Colorado
$731K +$731K +2,462 New
TAM
1569
Trillium Asset Management
Massachusetts
$727K +$10.4K +35 +1%
WLG
1570
Williamson Legacy Group
Indiana
$727K +$727K +2,449 New
CCA
1571
Childress Capital Advisors
Texas
$724K +$9.2K +31 +1%
WA
1572
Waddell & Associates
Tennessee
$723K +$119K +400 +20%
MAM
1573
MWA Asset Management
Massachusetts
$718K -$11.3K -38 -2%
BA
1574
Ballast Advisors
Minnesota
$717K +$15.4K +52 +2%
CRI
1575
Colonial River Investments
Virginia
$717K +$26.7K +90 +4%
61 62
63
64 65