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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 %
EPP
1976
ETF Portfolio Partners
Kansas
$377K – – –
CAG
1977
Centerpoint Advisory Group
Kansas
$375K +$375K +1,264 New
MCM
1978
Mendel Capital Management
Arkansas
$375K +$21.1K +71 +6%
CCA
1979
Cottonwood Capital Advisors
Utah
$374K +$57.6K +194 +18%
MF
1980
Manchester Financial
California
$373K – – –
SCM
1981
Sterneck Capital Management
Missouri
$373K +$89.6K +302 +32%
SWM
1982
Silverlake Wealth Management
Vermont
$373K -$164K -553 -31%
RAM
1983
Redmond Asset Management
Virginia
$372K +$372K +1,252 New
VWM
1984
Vigilare Wealth Management
Arizona
$371K -$28.2K -95 -7%
ATS
1985
Ashton Thomas Securities
New York
$371K +$26.9K +91 +8%
LSWP
1986
Liberty Square Wealth Partners
Pennsylvania
$371K +$371K +1,193 New
FTUS
1987
Flow Traders U.S.
New York
$371K +$371K +1,251 New
KB
1988
Kimelman & Baird
New York
$371K -$51.9K -175 -12%
TLA
1989
Tanglewood Legacy Advisors
Texas
$370K – – –
LW
1990
Libra Wealth
California
$370K -$16.3K -55 -4%
LWM
1991
Lionshead Wealth Management
New York
$369K +$369K +1,242 New
EWM
1992
EPG Wealth Management
Georgia
$368K -$19.3K -65 -5%
BSAM
1993
Blue Square Asset Management
New York
$368K – – –
FFA
1994
Florida Financial Advisors
Florida
$367K +$72.7K +245 +25%
VFA
1995
Voya Financial Advisors
Connecticut
$366K +$41.9K +141 +13%
TFF
1996
The Family Firm
Maryland
$365K +$594 +2 +0.2%
GFA
1997
Gallagher Fiduciary Advisors
Illinois
$365K +$365K +1,230 New
MHR
1998
Matthew Hamilton Rosenberg
$365K +$33.5K +113 +10%
PIP
1999
Peachtree Investment Partners
Florida
$365K -$53.4K -180 -13%
BTD
2000
BankPlus Trust Department
Mississippi
$364K +$364K +1,228 New
78 79
80
81 82