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 %
DAM
1876
Delta Asset Management
Tennessee
$440K -$1.48K -5 -0.3%
TTWM
1877
TCV Trust & Wealth Management
Virginia
$440K – – –
C
1878
Certuity
Florida
$439K +$138K +466 +46%
FBFS
1879
First Business Financial Services
Wisconsin
$436K – – –
CC
1880
Callan Capital
California
$435K -$57.9K -195 -12%
ECA
1881
Elevated Capital Advisors
Utah
$434K -$2.37K -8 -0.5%
EA
1882
Enclave Advisors
Texas
$434K +$297 +1 +0.1%
FFA
1883
Fragasso Financial Advisors
Pennsylvania
$432K +$18.7K +63 +5%
FNC
1884
First National Corp
Massachusetts
$432K -$4.45K -15 -1%
JJBC
1885
James J. Burns & Company
New York
$432K +$87.9K +296 +26%
HWA
1886
HHM Wealth Advisors
Tennessee
$431K -$9.79K -33 -2%
NA
1887
Nautilus Advisors
California
$431K +$431K +1,453 New
RIG
1888
RiverFront Investment Group
Virginia
$431K +$110K +370 +34%
SCP
1889
Sivia Capital Partners
California
$430K -$6.23K -21 -1%
SCM
1890
SKBA Capital Management
California
$430K -$29.7K -100 -6%
AWM
1891
Austin Wealth Management
Texas
$429K +$40.3K +129 +10%
CAAS
1892
Capital Asset Advisory Services
Michigan
$429K -$5.15K -17 -1%
CCM
1893
Crew Capital Management
Ohio
$429K – – –
PCA
1894
Prosperity Capital Advisors
Ohio
$428K +$21.4K +72 +5%
CPC
1895
Consolidated Planning Corp
Georgia
$428K +$2.97K +10 +0.7%
JWA
1896
JFS Wealth Advisors
Pennsylvania
$428K -$35K -118 -8%
ECAM
1897
East Coast Asset Management
Massachusetts
$428K – – –
FA
1898
Financial Advisors
Massachusetts
$427K – – –
FBC
1899
Fairfield, Bush & Co
Connecticut
$424K – – –
HWA
1900
Heritage Wealth Advisors
Virginia
$424K +$1.19K +4 +0.3%
74 75
76
77 78