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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 %
CMS
2026
Capital Market Strategies
Florida
$354K – – –
FAM
2027
Formidable Asset Management
Ohio
$354K – – –
BCM
2028
BTC Capital Management
Iowa
$352K -$19.1K -59 -5%
AWAU
2029
Alliance Wealth Advisors (Utah)
Utah
$351K -$890 -3 -0.3%
NFG
2030
Nadler Financial Group
Illinois
$349K – – –
SFWC
2031
Strategic Family Wealth Counselors
New Jersey
$349K +$111K +373 +46%
MIM
2032
Montgomery Investment Management
Maryland
$349K – – –
ODIJL
2033
One Day In July LLC
Vermont
$349K – – –
TC
2034
Truvestments Capital
Florida
$349K +$14.3K +48 +4%
SA
2035
Sovran Advisors
California
$348K +$348K +1,160 New
VNA
2036
Valley National Advisers
Pennsylvania
$347K +$21.3K +72 +7%
1WM
2037
1900 Wealth Management
Texas
$346K – – –
SMWM
2038
Silvia McColl Wealth Management
California
$346K – – –
EWA
2039
Encompass Wealth Advisors
Oregon
$345K -$4.75K -16 -1%
CFO
2040
CVA Family Office
Colorado
$343K +$29.4K +99 +9%
FCA
2041
FLC Capital Advisors
California
$343K – – –
EGA
2042
E&G Advisors
Texas
$342K -$29.7K -100 -8%
GFP
2043
Gryphon Financial Partners
Ohio
$341K -$39.8K -134 -10%
GFPC
2044
Global Financial Private Client
Florida
$341K +$3.56K +12 +1%
BCM
2045
Berbice Capital Management
New York
$341K +$341K +1,150 New
WRM
2046
Weybosset Research & Management
Rhode Island
$341K – – –
NWM
2047
Northwest Wealth Management
Iowa
$341K -$9.5K -32 -3%
LCWP
2048
Legacy Capital Wealth Partners
Arkansas
$339K -$7.12K -24 -2%
BTWM
2049
Brass Tax Wealth Management
Ohio
$338K -$29.4K -99 -8%
BL
2050
Balentine LLC
Georgia
$338K – – –
80 81
82
83 84