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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 %
ZI
2126
ZEGA Investments
Florida
$298K +$298K +928 New
GCP
2127
GSA Capital Partners
United Kingdom
$298K -$489K -1,650 -62%
PWAM
2128
Pinnacle West Asset Management
Wyoming
$297K – – –
CAM
2129
Close Asset Management
United Kingdom
$297K – – –
NED
2130
Nancy E. Dempze
$297K – – –
ACM
2131
Aurdan Capital Management
Pennsylvania
$297K +$297K +1,000 New
CCWM
2132
Correct Capital Wealth Management
Missouri
$296K +$48.7K +164 +20%
IBOK
2133
Independence Bank of Kentucky
Kentucky
$294K -$7.42K -25 -2%
MA
2134
Mezzasalma Advisors
New Jersey
$294K +$7.12K +24 +2%
AIA
2135
Allied Investment Advisors
Montana
$294K +$294K +989 New
WMA
2136
West Michigan Advisors
Michigan
$293K +$16K +54 +6%
WWP
2137
WR Wealth Planners
Missouri
$293K -$17.5K -59 -6%
TA
2138
TFB Advisors
Kansas
$293K -$9.5K -32 -3%
AA
2139
Alesco Advisors
New York
$292K – – –
PCM
2140
Park Capital Management
Wisconsin
$292K +$292K +982 New
NF
2141
NavPoint Financial
Minnesota
$291K – – –
RIA
2142
Regal Investment Advisors
Michigan
$291K -$77.8K -262 -21%
ATWA
2143
Arbor Trust Wealth Advisors
Michigan
$291K – – –
NRC
2144
New Republic Capital
North Carolina
$290K +$28.5K +96 +11%
S
2145
Sunpointe
Missouri
$290K +$35.9K +121 +14%
CL
2146
COWA LLC
Oklahoma
$289K – – –
FPW
2147
Fairvoy Private Wealth
Alabama
$289K +$289K +975 New
CVA
2148
Central Valley Advisors
California
$287K – – –
CF
2149
Claris Financial
Virginia
$286K +$286K +964 New
FFA
2150
Fi3 Financial Advisors
Indiana
$286K -$1.49K -5 -0.5%
84 85
86
87 88