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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 %
MAG
1826
M3 Advisory Group
Massachusetts
$476K +$30K +101 +7%
CF
1827
Centaurus Financial
California
$476K +$85.1K +287 +22%
MW
1828
MBL Wealth
North Carolina
$475K -$28.8K -97 -6%
CHC
1829
City Holding Co
West Virginia
$474K – – –
VA
1830
Valmark Advisers
Ohio
$473K +$97.4K +328 +26%
CBT
1831
Central Bank & Trust
Kentucky
$472K – – –
RIM
1832
Rockbridge Investment Management
New York
$472K +$6.83K +23 +1%
KPWG
1833
KFA Private Wealth Group
Virginia
$470K +$15.1K +51 +3%
BFA
1834
Brown Financial Advisors
Ohio
$470K -$58.2K -196 -11%
RWP
1835
Revolve Wealth Partners
New Jersey
$469K -$299K -1,009 -39%
LC
1836
LCNB Corp
Ohio
$469K -$24.3K -82 -5%
FA
1837
Fountainhead AM
New Jersey
$468K +$54K +182 +13%
KLI
1838
Kelman-Lazarov Inc
Tennessee
$468K -$890 -3 -0.2%
BWM
1839
Birchcreek Wealth Management
Ohio
$466K -$60K -202 -11%
MPW
1840
Monterey Private Wealth
California
$465K +$153K +517 +49%
FDDB
1841
Fidelity D&D Bancorp
Pennsylvania
$463K +$72.4K +244 +19%
EWA
1842
Exencial Wealth Advisors
Oklahoma
$461K -$51.6K -174 -10%
SDAM
1843
Shulman DeMeo Asset Management
New York
$461K -$890 -3 -0.2%
PFW
1844
Petros Family Wealth
Minnesota
$461K +$461K +1,553 New
OCM
1845
Objective Capital Management
Ohio
$460K -$54.9K -185 -11%
AAS
1846
Annex Advisory Services
Wisconsin
$460K -$1.78K -6 -0.4%
YDMI
1847
Y.D. More Investments
Israel
$459K +$74.5K +251 +19%
BOM
1848
Bank of Marin
California
$459K – – –
SW
1849
Simplicity Wealth
New Jersey
$458K +$42.1K +142 +10%
6F
1850
626 Financial
Michigan
$457K +$40.1K +135 +10%
72 73
74
75 76