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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 %
CCG
1676
Cypress Capital Group
Florida
$609K -$57.9K -195 -9%
BCM
1677
Blume Capital Management
California
$608K -$10.4K -35 -2%
BLC
1678
Brown, Lisle/Cummings
Rhode Island
$608K – – –
AWM
1679
Angeles Wealth Management
California
$605K +$31.2K +105 +5%
CD
1680
Chapin Davis
Maryland
$604K – – –
AF
1681
Atala Financial
California
$603K +$603K +2,032 New
KF
1682
KKM Financial
Illinois
$601K – – –
WHCI
1683
W.H. Cornerstone Investments
Massachusetts
$600K +$600K +2,020 New
CAI
1684
Capital Advisors Inc
Oklahoma
$599K -$3.56K -12 -0.6%
OWA
1685
ORBA Wealth Advisors
Illinois
$599K +$890 +3 +0.1%
BFS
1686
BridgePort Financial Solutions
Iowa
$597K +$597K +2,031 New
GCA
1687
Genesee Capital Advisors
New York
$597K +$75.1K +253 +14%
CC
1688
Centiva Capital
New York
$597K -$3.11M -10,473 -84%
CSWM
1689
Cassady Schiller Wealth Management
Ohio
$595K +$8.61K +29 +1%
MCM
1690
Magnolia Capital Management
New York
$594K – – –
PWM
1691
Pines Wealth Management
North Carolina
$594K +$594K +2,025 New
GCM
1692
Greenland Capital Management
New York
$594K -$310K -1,045 -34%
CIA
1693
Caerus Investment Advisors
Texas
$594K – – –
HA
1694
Harbor Advisors
Florida
$594K – – –
PG
1695
Prostatis Group
Maryland
$591K -$1.14M -3,852 -66%
LI
1696
LMCG Investments
Massachusetts
$590K +$11.6K +39 +2%
MAWA
1697
Moss Adams Wealth Advisors
Washington
$590K +$19.6K +66 +3%
TAA
1698
TB Alternative Assets
Cayman Islands
$589K +$589K +1,985 New
PIA
1699
Perennial Investment Advisors
California
$587K +$147K +496 +33%
AIM
1700
Allen Investment Management
New York
$586K – – –
66 67
68
69 70