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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 %
RFM
2151
Royal Fund Management
Florida
$286K -$2.08K -7 -0.7%
HG
2152
Harbor Group
New Hampshire
$284K +$593 +2 +0.2%
NCTC
2153
New Covenant Trust Company
Indiana
$284K -$5.06K -17 -2%
BCG
2154
Bravias Capital Group
New Jersey
$284K +$284K +895 New
OWA
2155
Octavia Wealth Advisors
Ohio
$281K – – –
PCA
2156
Providence Capital Advisors
North Carolina
$281K +$52.8K +178 +23%
RWA
2157
Roberts Wealth Advisors
California
$281K +$281K +900 New
ACA
2158
Ackerman Capital Advisors
Texas
$281K – – –
PL
2159
Perpetual Ltd
Australia
$280K +$297 +1 +0.1%
AC
2160
AlphaCore Capital
California
$280K +$46.3K +156 +20%
CPSAC
2161
Chas P. Smith & Associates (CPS)
Florida
$280K – – –
LJHT
2162
Laurie J. Hall Trustee
$280K -$94.9K -320 -25%
ONST
2163
Old North State Trust
North Carolina
$280K +$280K +943 New
Betterment LLC
2164
Betterment LLC
New York
$280K +$280K +944 New
BWP
2165
Barlow Wealth Partners
Kentucky
$280K – – –
WF
2166
Whelan Financial
California
$280K +$280K +942 New
SHFP
2167
Second Half Financial Partners
Florida
$279K -$16.6K -56 -6%
GPI
2168
General Partner Inc
Pennsylvania
$278K – – –
MC
2169
Marest Capital
California
$278K +$890 +3 +0.3%
HA
2170
HC Advisors
Georgia
$278K +$278K +935 New
RCG
2171
Ruane, Cunniff & Goldfarb
New York
$277K – – –
AC
2172
Apella Capital
Connecticut
$276K -$8.61K -29 -3%
IIA
2173
IPG Investment Advisors
California
$276K -$1.92M -6,478 -87%
FH
2174
FWG Holdings
Florida
$276K – – –
MCP
2175
Mirador Capital Partners
California
$276K -$15.7K -53 -5%
85 86
87
88 89