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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 %
KAS
1751
KPP Advisory Services
Kentucky
$537K – – –
SA
1752
Strategic Advocates
Utah
$536K -$170K -572 -24%
BP
1753
BBR Partners
New York
$535K +$162K +546 +44%
CAGAS
1754
Capital Advisory Group Advisory Services
Minnesota
$532K +$532K +1,794 New
CH
1755
Cromwell Holdings
Wyoming
$532K – – –
KCM
1756
Kathmere Capital Management
Pennsylvania
$532K +$151K +508 +40%
WAS
1757
Wealth Advisory Solutions
Indiana
$531K +$62.9K +212 +13%
ACM
1758
Allred Capital Management
Texas
$531K +$594 +2 +0.1%
TIM
1759
Thompson Investment Management
Wisconsin
$529K – – –
TVAMP
1760
Tennessee Valley Asset Management Partners
Tennessee
$528K -$3.26K -11 -0.6%
R
1761
Rebalance
California
$527K +$56.7K +191 +12%
W
1762
Wealthquest
Ohio
$525K +$9.5K +32 +2%
JFG
1763
Jefferies Financial Group
New York
$523K +$523K +1,762 New
MFC
1764
Mechanics Financial Corp
Ohio
$522K – – –
TSMHT
1765
Thurston Springer Miller Herd & Titak
Indiana
$521K +$226K +762 +77%
EWS
1766
Evergreen Wealth Solutions
Pennsylvania
$520K +$81.6K +275 +19%
LSPW
1767
Lake Street Private Wealth
Illinois
$519K -$21.4K -72 -4%
XF
1768
XML Financial
Maryland
$519K +$184K +621 +55%
WBC
1769
West Branch Capital
Massachusetts
$518K +$255K +859 +97%
CT
1770
Clearstead Trust
Maine
$518K – – –
IIC
1771
Integrated Investment Consultants
Michigan
$517K -$53.1K -179 -9%
NA
1772
Nottingham Advisors
New York
$517K -$6.83K -23 -1%
EIP
1773
Ellis Investment Partners
Pennsylvania
$516K -$108K -364 -17%
BIM
1774
Barton Investment Management
Pennsylvania
$515K -$49K -165 -9%
NAS
1775
Nicolet Advisory Services
Wisconsin
$511K +$24.9K +85 +5%
69 70
71
72 73