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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 %
THL
1926
Tillman Hartley LLC
Colorado
$404K -$22K -74 -5%
HFRG
1927
Houlihan Financial Resource Group
Virginia
$403K – – –
KA
1928
KLCM Advisors
Wisconsin
$403K -$20.8K -70 -5%
FFP
1929
FourThought Financial Partners
Florida
$403K +$403K +1,357 New
CIP
1930
Convergence Investment Partners
Florida
$403K -$2.67K -9 -0.7%
WH
1931
Willner & Heller
California
$402K +$21.7K +73 +6%
CTA
1932
Colonial Trust Advisors
South Carolina
$402K – – –
CAM
1933
CenterStar Asset Management
Illinois
$402K +$402K +1,356 New
PCM
1934
Polymer Capital Management
New York
$402K +$402K +1,353 New
NAMP
1935
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$401K -$37.1K -125 -8%
JWBC
1936
J.W. Burns & Co
New York
$401K – – –
TWP
1937
Tyche Wealth Partners
Texas
$399K +$2.97K +10 +0.7%
CIAM
1938
Caitong International Asset Management
Hong Kong
$397K +$397K +1,337 New
VAS
1939
Vestmark Advisory Solutions
Massachusetts
$396K +$396K +1,333 New
PCWA
1940
Pacific Capital Wealth Advisors
California
$395K -$12.8K -43 -3%
CSPIA
1941
Cary Street Partners Investment Advisory
Virginia
$394K -$7.47M -25,161 -95%
SN
1942
Sittner & Nelson
Oregon
$393K +$297 +1 +0.1%
WCFA
1943
Walkner Condon Financial Advisors
Wisconsin
$392K -$2.37K -8 -0.6%
CAL
1944
Capital Advisors Ltd
Ohio
$391K +$10.7K +36 +3%
GDP
1945
Great Diamond Partners
Maine
$391K +$297 +1 +0.1%
SAM
1946
Summit Asset Management
Tennessee
$390K – – –
NSAM
1947
North Star Asset Management
Wisconsin
$389K – – –
HFS
1948
Heritage Financial Services
Massachusetts
$389K – – –
MMHP
1949
Murphy Middleton Hinkle & Parker
Georgia
$388K – – –
TCOTS
1950
Trust Company of the South
North Carolina
$388K -$49.9K -168 -11%
76 77
78
79 80