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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 %
AFT
1951
Alpha Family Trust
California
$387K – – –
KFA
1952
Kapstone Financial Advisors
Ohio
$387K – – –
WC
1953
Wexford Capital
Florida
$386K – – –
MJP
1954
Michael J. Puzo
$386K – – –
FA
1955
Fagan Associates
New York
$386K – – –
JIP
1956
Jaffetilchin Investment Partners
Florida
$385K +$593 +2 +0.2%
AWA
1957
Alta Wealth Advisors
Massachusetts
$385K +$385K +1,298 New
AMG
1958
Advisors Management Group
Wisconsin
$385K -$6.53K -22 -2%
HGERS
1959
Householder Group Estate & Retirement Specialist
Arizona
$384K -$256K -863 -40%
TNA
1960
True North Advisors
Texas
$384K +$42.4K +143 +12%
SWM
1961
Stockman Wealth Management
Montana
$381K +$3.86K +13 +1%
MCM
1962
Mainstream Capital Management
California
$380K -$1.19K -4 -0.3%
OWA
1963
One Wealth Advisors
California
$380K +$8.9K +30 +2%
Fidelity International
1964
Fidelity International
Bermuda
$380K +$52.5K +177 +16%
RFA
1965
Reyes Financial Architecture
California
$380K +$380K +1,280 New
AAG
1966
Armstrong Advisory Group
Massachusetts
$379K -$54K -182 -12%
4WM
1967
4J Wealth Management
Virginia
$379K – – –
TIM
1968
Tortoise Investment Management
New York
$379K +$4.45K +15 +1%
BOPW
1969
Brandywine Oak Private Wealth
Pennsylvania
$379K +$890 +3 +0.2%
SAA
1970
Southeast Asset Advisors
Georgia
$378K +$594 +2 +0.2%
MAG
1971
Mayfair Advisory Group
Alabama
$378K – – –
PPP
1972
Private Portfolio Partners
New Jersey
$378K -$58.7K -198 -13%
OFG
1973
Oxford Financial Group
Indiana
$378K -$39.2K -132 -9%
TC
1974
Taika Capital
Florida
$377K +$377K +1,270 New
RA
1975
Ruggaard & Associates
Ohio
$377K -$200K -675 -35%
77 78
79
80 81