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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 %
HA
1701
Herold Advisors
New York
$586K +$35.3K +119 +6%
LSIA
1702
LaSalle St. Investment Advisors
Illinois
$584K -$11.3K -38 -2%
GLA
1703
Good Life Advisors
Pennsylvania
$582K +$159K +535 +37%
VAG
1704
VisionPoint Advisory Group
Texas
$580K -$115K -387 -17%
WS
1705
Wela Strategies
Georgia
$578K +$74.5K +251 +15%
SMC
1706
Smith, Moore & Co
Missouri
$577K -$28.5K -96 -5%
ACM
1707
Arcataur Capital Management
Wisconsin
$576K -$2.97K -10 -0.5%
WCM
1708
Whitener Capital Management
North Carolina
$576K – – –
DE
1709
Diversified Enterprises
Delaware
$575K +$11.6K +39 +2%
IFO
1710
Independent Family Office
New York
$573K – – –
FCM
1711
Fairbanks Capital Management
California
$573K – – –
KMWM
1712
Keudell/Morrison Wealth Management
Oregon
$572K – – –
SGI
1713
Summit Global Investments
Utah
$571K -$1.25M -4,219 -69%
CCWM
1714
Cassaday & Co Wealth Management
Virginia
$570K +$25.5K +86 +5%
VC
1715
Vicus Capital
Pennsylvania
$568K +$221K +745 +64%
CNB
1716
Camden National Bank
Maine
$567K -$58.8K -198 -9%
AWE
1717
Avidian Wealth Enterprises
Texas
$567K +$37.1K +125 +7%
DW30
1718
Drucker Wealth 3.0
New Jersey
$567K -$297 -1 -0.1%
SWA
1719
Sax Wealth Advisors
New Jersey
$566K +$566K +1,906 New
WC
1720
Waterloo Capital
Texas
$565K -$25.2K -85 -4%
CIG
1721
Cairn Investment Group
Washington
$564K – – –
MCM
1722
Mattern Capital Management
Colorado
$564K +$53.7K +181 +11%
OC
1723
Optima Capital
Oregon
$563K +$563K +1,897 New
PCM
1724
Prelude Capital Management
New York
$562K -$175K -590 -24%
EDRH
1725
Edmond de Rothschild Holding
Switzerland
$562K +$25.5K +86 +5%
67 68
69
70 71