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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 %
CAC
2051
Certified Advisory Corp
Florida
$337K – – –
AWA
2052
AGH Wealth Advisors
Kansas
$337K +$337K +1,136 New
CG
2053
Clifford Group
Massachusetts
$337K – – –
KWM
2054
Keebeck Wealth Management
Illinois
$336K -$126K -426 -27%
HI
2055
Hudock Inc
Pennsylvania
$336K – – –
UFA
2056
Uptown Financial Advisors
Texas
$334K +$334K +1,127 New
OPA
2057
Old Port Advisors
Maine
$334K +$594 +2 +0.2%
OPPS
2058
Obsidian Personal Planning Solutions
Maryland
$332K -$317 -1 -0.1%
SF
2059
Safeguard Financial
Wisconsin
$331K -$57.3K -193 -15%
EGWAG
2060
Elwood & Goetz Wealth Advisory Group
Georgia
$331K – – –
EFG
2061
Ehrlich Financial Group
California
$331K +$2.37K +8 +0.7%
CWM
2062
Connecticut Wealth Management
Connecticut
$331K +$72.7K +245 +28%
ACI
2063
Alpha Cubed Investments
California
$330K -$163K -548 -33%
SFG
2064
Shum Financial Group
California
$329K +$49.3K +166 +18%
SI
2065
Seeds Investor
New York
$329K -$8.9K -30 -3%
AWM
2066
Aprio Wealth Management
Georgia
$329K +$20.2K +68 +7%
SSWM
2067
Strait & Sound Wealth Management
California
$329K – – –
PEA
2068
Park Edge Advisors
Ohio
$327K +$327K +1,102 New
ASG
2069
Ariston Services Group
California
$326K -$125K -421 -28%
GWP
2070
Gateway Wealth Partners
Wisconsin
$326K +$326K +1,097 New
BAM
2071
Blueshift Asset Management
New Jersey
$325K -$354K -1,194 -52%
GGI
2072
Godsey & Gibb Inc
Virginia
$325K -$38.9K -131 -11%
AT
2073
Arlington Trust
Alabama
$324K +$136K +458 +72%
MSFS
2074
Main Street Financial Solutions
Pennsylvania
$323K +$52.5K +177 +19%
HI
2075
Humankind Investments
New York
$323K -$31.2K -105 -9%
81 82
83
84 85