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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 %
CA
1626
Crumly & Associates
Illinois
$656K -$15.4K -52 -2%
AWM
1627
Aviso Wealth Management
Washington
$655K +$3.86K +13 +0.6%
CHAM
1628
Clear Harbor Asset Management
Connecticut
$654K +$60K +202 +10%
MWM
1629
Merriman Wealth Management
Washington
$651K – – –
HBW
1630
Hazlett, Burt & Watson
West Virginia
$651K +$13.6K +46 +2%
RZH
1631
Relyea Zuckerberg Hanson
Connecticut
$646K +$13.9K +47 +2%
SIA
1632
Soltis Investment Advisors
Utah
$646K -$43.9K -148 -6%
CCA
1633
Coign Capital Advisors
Utah
$644K +$644K +2,171 New
KP
1634
Keel Point
Alabama
$643K +$37.7K +127 +6%
BSB
1635
Bangor Savings Bank
Maine
$642K -$10.7K -36 -2%
YC
1636
Yarbrough Capital
Tennessee
$641K – – –
SEIA
1637
Signature Estate & Investment Advisors
California
$640K -$130K -439 -17%
EFSCE
1638
Enterprise Financial Services Corp (EFSC)
Missouri
$638K +$14.5K +49 +2%
CIC
1639
Carnegie Investment Counsel
Ohio
$637K -$212K -715 -25%
CP
1640
Clarendon Private
Massachusetts
$637K +$637K +2,145 New
AC
1641
Addison Capital
Pennsylvania
$636K -$10.4K -35 -2%
PWA
1642
Phoenix Wealth Advisors
North Carolina
$636K -$13.7K -46 -2%
OWA
1643
Opal Wealth Advisors
New York
$636K +$9.79K +33 +2%
SWMP
1644
Signature Wealth Management Partners
New Jersey
$634K -$10.4K -35 -2%
WA
1645
Wealth Architects
California
$634K -$20.5K -69 -3%
HCM
1646
Howland Capital Management
Massachusetts
$633K +$2.08K +7 +0.3%
ATC
1647
Adirondack Trust Company
New York
$629K -$8.61K -29 -1%
DIM
1648
Delta Investment Management
California
$627K -$69.4K -234 -10%
PJWM
1649
Philip James Wealth Mangement
Georgia
$627K +$3.56K +12 +0.6%
BFG
1650
Berger Financial Group
Minnesota
$626K +$113K +382 +22%
64 65
66
67 68