AXP icon

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 %
NFC
1801
Northeast Financial Consultants
Connecticut
$489K +$237K +800 +95%
ATI
1802
Act Two Investors
California
$488K – – –
MCWA
1803
Meadow Creek Wealth Advisors
Georgia
$488K +$5.94K +20 +1%
WG
1804
Wealth Group
North Carolina
$488K -$21.7K -73 -4%
AWA
1805
Acorn Wealth Advisors
Michigan
$488K – – –
MSCM
1806
McElhenny Sheffield Capital Management
Texas
$488K +$2.08K +7 +0.4%
TC
1807
Trilogy Capital
California
$488K -$3.56K -12 -0.7%
ICP
1808
Impact Capital Partners
Colorado
$488K +$488K +1,643 New
AIM
1809
Aigen Investment Management
New York
$488K +$488K +1,643 New
MIC
1810
Means Investment Company
Maine
$487K +$297 +1 +0.1%
KWM
1811
Kolinsky Wealth Management
New Jersey
$486K +$7.42K +25 +2%
SWTS
1812
Stonehaven Wealth & Tax Solutions
Wisconsin
$486K +$486K +1,637 New
AWM
1813
Accel Wealth Management
Iowa
$485K -$20.5K -69 -4%
SGK
1814
Steigerwald Gordon & Koch
Virginia
$485K +$1.19K +4 +0.2%
FCM
1815
Family Capital Management
Michigan
$484K +$60.9K +205 +14%
AWA
1816
Amplius Wealth Advisors
Pennsylvania
$483K +$22.9K +77 +5%
WCM
1817
Windsor Capital Management
Arizona
$483K -$28.5K -96 -6%
HWM
1818
Hemington Wealth Management
Virginia
$481K +$15.7K +53 +3%
SIAP
1819
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$480K +$297 +1 +0.1%
CS
1820
Capital Square
Tennessee
$478K -$34.7K -108 -7%
PWS
1821
Peterson Wealth Services
Utah
$478K +$593 +2 +0.1%
SFG
1822
Sovereign Financial Group
Connecticut
$477K +$41.9K +141 +10%
AA
1823
Advisory Alpha
Michigan
$477K +$161K +543 +51%
AA
1824
Aire Advisors
California
$477K +$43.6K +147 +10%
CPIA
1825
Cornell Pochily Investment Advisors
New York
$476K +$594 +2 +0.1%
71 72
73
74 75