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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 %
HIIFS
2001
Harel Insurance Investments & Financial Services
Israel
$364K +$2.38K +8 +0.7%
NFG
2002
Nations Financial Group
Iowa
$364K -$1.78K -6 -0.5%
AF
2003
Apollon Financial
South Carolina
$364K +$364K +1,225 New
HBT
2004
Heartland Bank & Trust
Illinois
$364K – – –
CSB
2005
City State Bank
Iowa
$363K +$3.86K +13 +1%
SWA
2006
SFMG Wealth Advisors
Texas
$363K +$363K +1,222 New
KFI
2007
Key Financial Inc
Pennsylvania
$363K – – –
WMP
2008
Wealth Management Partners
Arizona
$362K – – –
MC
2009
Middleton & Co
Massachusetts
$362K – – –
NL
2010
NWAM LLC
Washington
$362K -$23.2K -78 -6%
HWA
2011
Heartwood Wealth Advisors
Virginia
$361K -$890 -3 -0.2%
CNTOF
2012
Canandaigua National Trust of Florida
New York
$361K +$361K +1,216 New
FCM
2013
Firestone Capital Management
Florida
$361K – – –
VCM
2014
Versant Capital Management
Arizona
$359K +$82.2K +277 +30%
BFG
2015
Bouchey Financial Group
New York
$358K -$19.6K -66 -5%
VFA
2016
Values First Advisors
Tennessee
$358K +$358K +1,207 New
NCM
2017
Novare Capital Management
North Carolina
$357K +$24.3K +82 +7%
HPM
2018
Hoxton Planning & Management
West Virginia
$357K +$1.78K +6 +0.5%
LI
2019
Lafayette Investments
Maryland
$356K -$36.8K -124 -9%
RPWA
2020
Regent Peak Wealth Advisors
Georgia
$356K +$7.72K +26 +2%
OFG
2021
Omega Financial Group
California
$356K – – –
SEA
2022
Stegent Equity Advisors
Texas
$356K +$6.53K +22 +2%
WAM
2023
Wolverine Asset Management
Illinois
$356K +$356K +1,200 New
AFP
2024
Ausdal Financial Partners
Iowa
$356K +$62.9K +212 +21%
VBFG
2025
Vishria Bird Financial Group
Tennessee
$355K – – –
79 80
81
82 83