AXP icon

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 %
FPW
1651
Flagship Private Wealth
Massachusetts
$625K – – –
RPC
1652
Rossmore Private Capital
Connecticut
$624K – – –
APA
1653
Astoria Portfolio Advisors
New York
$624K +$17.4K +58 +3%
MIM
1654
Macroview Investment Management
Maryland
$623K – – –
SNBOSD
1655
Security National Bank of So Dak
Iowa
$623K – – –
SPI
1656
Sutton Place Investors
New York
$622K +$8.01K +27 +1%
WPC
1657
Waters Parkerson & Co
Louisiana
$622K -$2.37K -8 -0.4%
SHGA
1658
Sand Hill Global Advisors
California
$622K – – –
CA
1659
Claro Advisors
Massachusetts
$621K -$34.4K -116 -5%
MSWA
1660
Marshall & Sterling Wealth Advisors
New York
$621K +$621K +2,094 New
HWA
1661
HCR Wealth Advisors
California
$617K +$890 +3 +0.1%
MA
1662
MONECO Advisors
Connecticut
$616K +$144K +484 +30%
AWM
1663
Aberdeen Wealth Management
Illinois
$616K -$10.4K -35 -2%
HWM
1664
Horizon Wealth Management
Illinois
$616K +$297 +1 +0%
AWM
1665
Aries Wealth Management
Maine
$615K -$469K -1,580 -43%
MIM
1666
Morningstar Investment Management
Illinois
$614K – – –
LCGC
1667
Legacy Capital Group California
California
$614K – – –
PWP
1668
Precedent Wealth Partners
Texas
$613K +$12.8K +43 +2%
TWM
1669
Thrive Wealth Management
Pennsylvania
$612K -$1.48K -5 -0.2%
PFA
1670
Pure Financial Advisors
California
$611K +$111K +373 +22%
LA
1671
LM Advisors
California
$611K -$297 -1 -0%
RMP
1672
Richards, Merrill & Peterson
Washington
$611K +$611K +2,057 New
FFS
1673
Founders Financial Securities
Maryland
$610K +$8.31K +28 +1%
SLG
1674
Stanley-Laman Group
Pennsylvania
$610K +$35.6K +120 +6%
RCA
1675
Ranch Capital Advisors
Florida
$610K – – –
65 66
67
68 69