AXP icon

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 %
PCMC
2076
Paragon Capital Management (Colorado)
Colorado
$323K – – –
PMSA
2077
Patrick M. Sweeney & Associates
Illinois
$322K +$1.19K +4 +0.4%
GJIA
2078
Glass Jacobson Investment Advisors
Maryland
$322K – – –
AFM
2079
Aspetuck Financial Management
Connecticut
$322K +$322K +1,085 New
VIM
2080
Vista Investment Management
Pennsylvania
$322K +$8.02K +27 +3%
BWM
2081
Buckley Wealth Management
Nevada
$322K -$3.86K -13 -1%
BWA
2082
Bestgate Wealth Advisors
Maryland
$322K +$322K +1,084 New
BA
2083
Bristlecone Advisors
Washington
$319K – – –
GSEP
2084
Golden State Equity Partners
California
$319K +$202K +680 +172%
NAMNJ
2085
NorthStar Asset Management (New Jersey)
New Jersey
$319K +$593 +2 +0.2%
NI
2086
NDVR Inc
Massachusetts
$319K +$30.3K +102 +10%
MHC
2087
May Hill Capital
Massachusetts
$318K +$318K +1,070 New
CCM
2088
CAAS Capital Management
New York
$318K +$318K +1,070 New
SFG
2089
Stonebridge Financial Group
Pennsylvania
$317K +$317K +1,068 New
APG
2090
Abacus Planning Group
South Carolina
$316K – – –
DOA
2091
D'Orazio & Associates
Virginia
$316K +$8.91K +30 +3%
PIAS
2092
PCA Investment Advisory Services
Ohio
$314K – – –
SCM
2093
Saxony Capital Management
Missouri
$314K +$11K +37 +4%
SPWM
2094
Spartan Planning & Wealth Management
North Carolina
$314K +$314K +1,058 New
GIA
2095
Guyasuta Investment Advisors
Pennsylvania
$313K – – –
LWA
2096
Lineweaver Wealth Advisors
Ohio
$313K -$16.7K -56 -5%
MCM
2097
Monument Capital Management
Virginia
$312K +$15.7K +53 +5%
ABLA
2098
Alan B. Lancz & Associates
Ohio
$312K – – –
CCM
2099
Conway Capital Management
California
$312K +$44.5K +150 +17%
CWA
2100
CJM Wealth Advisers
Virginia
$311K – – –
82 83
84
85 86