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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 %
UB
1601
Umpqua Bank
Oregon
$686K +$12.9K +43 +2%
MBTD
1602
Mechanics Bank - Trust Department
California
$684K -$108K -364 -14%
AIM
1603
Acropolis Investment Management
Missouri
$683K -$15.4K -52 -2%
SLA
1604
Silver Lake Advisory
Utah
$678K -$11K -37 -2%
TIA
1605
Tiemann Investment Advisors
California
$678K -$49.6K -167 -7%
AWM
1606
Arista Wealth Management
Nevada
$675K +$11K +37 +2%
PGAM
1607
Princeton Global Asset Management
New Jersey
$673K -$83.4K -281 -11%
AF
1608
Apexium Financial
Texas
$673K +$358K +1,207 +114%
CAM
1609
Covenant Asset Management
New Jersey
$671K – – –
ATFA
1610
All Terrain Financial Advisors
Minnesota
$670K – – –
BHWM
1611
Bar Harbor Wealth Management
New Hampshire
$670K -$38K -128 -5%
BHIA
1612
Birch Hill Investment Advisors
Massachusetts
$668K – – –
PFGIA
1613
Patriot Financial Group Insurance Agency
Massachusetts
$667K -$17.5K -59 -3%
FMLI
1614
Fukoku Mutual Life Insurance
Japan
$667K -$117K -394 -15%
DWM
1615
Dechtman Wealth Management
Colorado
$666K +$1.48K +5 +0.2%
SMA
1616
Seven Mile Advisory
New Jersey
$666K +$107K +359 +19%
QPW
1617
Quantum Private Wealth
Florida
$665K – – –
WWA
1618
Wisconsin Wealth Advisors
Wisconsin
$665K +$665K +2,240 New
LCM
1619
Landscape Capital Management
New Jersey
$664K -$622K -2,096 -48%
LC
1620
Lavaca Capital
Texas
$663K +$1.19K +4 +0.2%
Kayne Anderson Rudnick Investment Management
1621
Kayne Anderson Rudnick Investment Management
California
$662K +$5.34K +18 +0.8%
PWM
1622
Partnership Wealth Management
Maryland
$661K -$3.26K -11 -0.5%
CA
1623
Claris Advisors
Missouri
$658K +$349K +1,177 +113%
AW
1624
Alteri Wealth
California
$658K +$658K +2,218 New
SFG
1625
Sunburst Financial Group
Alabama
$656K – – –
63 64
65
66 67