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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 %
OWM
1901
OneAscent Wealth Management
Alabama
$424K -$20.2K -68 -5%
SOS
1902
Silver Oak Securities
Tennessee
$423K +$10.4K +35 +3%
GAMC
1903
Garner Asset Management Corp
Texas
$422K – – –
WCA
1904
Westover Capital Advisors
Delaware
$421K -$5.94K -20 -1%
FWM
1905
Forza Wealth Management
Florida
$420K -$44.5K -150 -10%
PG
1906
Patten Group
Tennessee
$420K – – –
TNAM
1907
Terra Nova Asset Management
New York
$420K +$890 +3 +0.2%
PWA
1908
Physician Wealth Advisors
Utah
$419K -$6.23K -21 -1%
AA
1909
Ancora Advisors
Ohio
$419K +$15.4K +52 +4%
RPGK
1910
Retirement Planning Group (Kansas)
Kansas
$419K +$9.5K +32 +2%
SCA
1911
Sandy Cove Advisors
Massachusetts
$415K +$26.7K +90 +7%
CCC
1912
Compass Capital Corp
Massachusetts
$415K +$415K +1,304 New
FOA
1913
Five Oceans Advisors
California
$415K -$20.2K -68 -5%
GWM
1914
Greenwich Wealth Management
Connecticut
$414K +$106K +356 +34%
TCBWMS
1915
Texas Capital Bank Wealth Management Services
Texas
$413K +$413K +1,391 New
ISWM
1916
Independent Solutions Wealth Management
New York
$413K -$3.27K -11 -0.8%
HCA
1917
Hyperion Capital Advisors
New York
$410K -$89K -300 -18%
EFM
1918
E Fund Management
China
$409K +$161K +543 +65%
OL
1919
Optas LLC
Texas
$408K -$30.6K -103 -7%
BSSFA
1920
Baron Silver Stevens Financial Advisors
Florida
$408K +$59.4K +200 +17%
BSHC
1921
Breed's Hill Capital
Massachusetts
$407K +$132K +445 +48%
FFBTD
1922
First Financial Bank - Trust Division
Ohio
$407K – – –
HWMO
1923
Heritage Wealth Management (Ohio)
Ohio
$406K -$11.9K -40 -3%
1CP
1924
17 Capital Partners
Arizona
$406K – – –
LPT
1925
Legacy Private Trust
Wisconsin
$405K – – –
75 76
77
78 79