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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 %
AFW
2101
Avantra Family Wealth
Pennsylvania
$311K +$311K +1,049 New
GCM
2102
Gallacher Capital Management
Colorado
$311K +$26.4K +89 +9%
CIAS
2103
Capital Investment Advisory Services
North Carolina
$311K +$20.5K +69 +7%
DFA
2104
Delta Financial Advisors
Louisiana
$311K – – –
SFP
2105
Shepherd Financial Partners
Massachusetts
$310K +$5.05K +17 +2%
SFG
2106
SevenBridge Financial Group
Pennsylvania
$310K +$24.5K +79 +9%
WA
2107
Wealthstar Advisors
Texas
$309K +$309K +1,041 New
AHL
2108
Abel Hall LLC
Louisiana
$309K +$8.61K +29 +3%
NQWM
2109
Northwest Quadrant Wealth Management
Oregon
$308K +$81K +273 +36%
FWA
2110
Flagship Wealth Advisors
Massachusetts
$308K +$308K +1,036 New
BW
2111
BIP Wealth
Georgia
$306K +$7.12K +24 +2%
PMWMG
2112
Parr McKnight Wealth Management Group
Minnesota
$305K +$305K +1,026 New
FBT
2113
First Bankers Trust
Kentucky
$305K – – –
SCM
2114
Stonebridge Capital Management
California
$303K – – –
SIC
2115
Samalin Investment Counsel
New York
$303K +$76.3K +257 +34%
HFS
2116
Hopwood Financial Services
Virginia
$302K +$302K +1,017 New
PCM
2117
Princeton Capital Management
New Jersey
$302K +$4.75K +16 +2%
MME
2118
Meag Munich Ergo
Germany
$301K -$1.05M -3,548 -78%
EBA
2119
Eagle Bay Advisors
New York
$301K -$180K -607 -37%
KLCM
2120
KG&L Capital Management
Louisiana
$300K -$6.23K -21 -2%
OSNBOA
2121
Old Second National Bank of Aurora
Illinois
$300K +$2.97K +10 +1%
SAM
2122
Secure Asset Management
Michigan
$299K +$299K +1,007 New
CFS
2123
CRA Financial Services
New Jersey
$298K -$3.56K -12 -1%
MAWCM
2124
Mine & Arao Wealth Creation & Management
California
$298K – – –
FGWP
2125
Founders Grove Wealth Partners
Virginia
$298K +$298K +1,005 New
83 84
85
86 87