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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 %
CWM
1851
Centric Wealth Management
Illinois
$455K – – –
FWIA
1852
Fort Washington Investment Advisors
Ohio
$453K -$47.2K -159 -9%
M
1853
MOTCO
Texas
$453K -$165K -555 -27%
BCFD
1854
Boit C.F. David
$453K – – –
ISFAN
1855
Investor's Fiduciary Advisor Network
Washington
$452K +$452K +1,525 New
MCM
1856
MV Capital Management
Maryland
$452K +$297 +1 +0.1%
OFO
1857
OneAscent Family Office
Alabama
$451K +$451K +1,519 New
ZB
1858
Zions Bancorporation
Utah
$448K +$10.4K +35 +2%
NB
1859
Northwest Bancshares
Pennsylvania
$448K – – –
HFS
1860
Howard Financial Services
Texas
$447K +$123K +416 +38%
BW
1861
Bison Wealth
Georgia
$446K -$736K -2,480 -62%
MIM
1862
Meridiem Investment Management
United Kingdom
$445K – – –
WA1
1863
Wimmer Associates 1
California
$445K – – –
CIA
1864
Compass Ion Advisors
Pennsylvania
$445K – – –
AAIM
1865
Asset Advisors Investment Management
Georgia
$445K – – –
SWR
1866
Spahn Wealth & Retirement
Arizona
$445K +$445K +1,500 New
BI
1867
Bramshill Investments
Florida
$445K +$445K +1,500 New
PAS
1868
Professional Advisory Services
Florida
$445K – – –
BG
1869
Bahl & Gaynor
Ohio
$445K -$22.9K -77 -5%
DWM
1870
Drive Wealth Management
Utah
$444K +$19.6K +66 +5%
WAM
1871
Walker Asset Management
Missouri
$443K +$890 +3 +0.2%
OL
1872
OneFund LLC
Florida
$443K +$4.45K +15 +1%
IQI
1873
Integrated Quantitative Investments
Washington
$442K +$442K +1,490 New
MW
1874
Maia Wealth
Colorado
$441K +$25.3K +80 +6%
HC
1875
Hamilton Capital
Ohio
$440K -$1.19K -4 -0.3%
73 74
75
76 77