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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 %
SSA
1726
Schonfeld Strategic Advisors
New York
$559K -$1.42M -4,777 -72%
TWP
1727
Tower Wealth Partners
Pennsylvania
$557K +$100K +337 +22%
Members Trust
1728
Members Trust
Florida
$557K -$43.6K -147 -7%
TFA
1729
Toth Financial Advisory
Virginia
$556K -$26.4K -89 -5%
RWP
1730
Ridgecrest Wealth Partners
California
$556K -$97.9K -330 -15%
KA
1731
Kozak & Associates
Colorado
$555K +$909 +3 +0.2%
TNBTD
1732
Trustmark National Bank Trust Department
Mississippi
$554K +$72.7K +245 +15%
LWM
1733
Liberty Wealth Management
California
$554K -$4.16K -14 -0.7%
SC
1734
Sierra Capital
Florida
$553K -$28.8K -97 -5%
MTIC
1735
Missouri Trust & Investment Company
Missouri
$552K +$27.3K +92 +5%
TCA
1736
Transcend Capital Advisors
New Jersey
$551K -$8.01K -27 -1%
KFGK
1737
Keystone Financial Group (Kentucky)
Kentucky
$550K +$48.4K +163 +10%
SPWG
1738
Sage Private Wealth Group
Illinois
$549K -$14.5K -49 -3%
MPIA
1739
Mountain Pacific Investment Advisers
Idaho
$548K -$7.42K -25 -1%
AA
1740
Alta Advisers
United Kingdom
$547K +$71.8K +242 +15%
SIG
1741
Stonegate Investment Group
Alabama
$545K -$297K -1,001 -35%
T
1742
TOBAM
France
$545K -$188K -633 -26%
IAN
1743
Integrated Advisors Network
Texas
$545K -$21.7K -73 -4%
HR
1744
Howe & Rusling
New York
$544K – – –
MWM
1745
Maridea Wealth Management
New York
$543K +$543K +1,831 New
BFC
1746
Blue Fin Capital
Rhode Island
$541K – – –
MIM
1747
Merrion Investment Management
New Jersey
$540K – – –
BMWS
1748
Brady Martz Wealth Solutions
North Dakota
$540K +$540K +1,797 New
WFI
1749
West Family Investments
California
$540K -$7.12K -24 -1%
PWP
1750
PrairieView Wealth Partners
Illinois
$540K – – –
68 69
70
71 72