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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 %
APIM
1776
Agate Pass Investment Management
Washington
$510K -$49K -165 -9%
FM
1777
Foster & Motley
Ohio
$509K +$10.4K +35 +2%
ZCI
1778
Zevenbergen Capital Investments
Washington
$505K – – –
ACP
1779
Aveo Capital Partners
Colorado
$504K +$504K +1,699 New
NRI
1780
NFP Retirement Inc
California
$503K +$297 +1 +0.1%
IRC
1781
Investors Research Corp
Georgia
$503K +$5.64K +19 +1%
SL
1782
Sentinus LLC
Illinois
$501K +$3.86K +13 +0.8%
HTIM
1783
Harbour Trust & Investment Management
Indiana
$501K – – –
GWM
1784
Gitterman Wealth Management
New Jersey
$500K – – –
RRA
1785
Round Rock Advisors
Connecticut
$500K +$1.48K +5 +0.3%
NCM
1786
Northside Capital Management
Oregon
$499K – – –
HIG
1787
Heritage Investment Group
Florida
$499K – – –
CRC
1788
Curi RMB Capital
Illinois
$498K -$185K -622 -27%
BC
1789
Burney Company
Virginia
$497K – – –
CFG
1790
Copley Financial Group
California
$496K -$21.4K -72 -4%
VIP
1791
Vista Investment Partners
Oklahoma
$494K – – –
DP
1792
Dearborn Partners
Illinois
$493K -$134K -453 -21%
SAM
1793
Strategy Asset Managers
California
$492K – – –
SC
1794
Schubert & Co
Texas
$491K +$6.53K +22 +1%
OA
1795
Oxbow Advisors
Texas
$491K -$11.6K -39 -2%
LFS
1796
Legacy Financial Strategies
Kansas
$490K +$3.28K +11 +0.7%
RWPA
1797
Richard W. Paul & Associates
Michigan
$490K -$24.6K -83 -5%
FB
1798
First Bancorp
Maine
$489K -$32.9K -111 -6%
DTC
1799
Davidson Trust Company
Washington
$489K +$59.4K +200 +14%
WFAG
1800
Worth Financial Advisory Group
North Carolina
$489K +$1.19K +4 +0.2%
70 71
72
73 74