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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 %
MPM
2176
Meritage Portfolio Management
Kansas
$276K +$5.94K +20 +2%
BWS
2177
Broadway Wealth Solutions
Texas
$276K +$276K +929 New
PWP
2178
Phillips Wealth Planners
Mississippi
$276K +$28.2K +96 +11%
WCM
2179
Wedge Capital Management
North Carolina
$275K – – –
VCM
2180
Vivaldi Capital Management
Illinois
$274K -$58.5K -185 -18%
WWM
2181
WT Wealth Management
Arizona
$274K – – –
TFM
2182
TFC Financial Management
Massachusetts
$274K -$31.2K -105 -10%
EIA
2183
Edgemoor Investment Advisors
Maryland
$273K – – –
SC
2184
Stephenson & Company
California
$272K – – –
PC
2185
Port Capital
Illinois
$272K -$8.31K -28 -3%
FHC
2186
First Heartland Consultants
Missouri
$271K +$19K +64 +8%
VWA
2187
Visionary Wealth Advisors
Illinois
$270K -$21.4K -72 -7%
MFGM
2188
Marshall Financial Group (Maryland)
Maryland
$270K -$7.12K -24 -3%
KTC
2189
Kentucky Trust Company
Kentucky
$270K +$270K +910 New
TPA
2190
Trivium Point Advisory
Connecticut
$270K -$16.6K -56 -6%
VPI
2191
Value Partners Investments
Manitoba, Canada
$269K – – –
MIC
2192
Meridian Investment Counsel
California
$268K +$268K +903 New
TF
2193
Talbot Financial
Washington
$267K – – –
AWP
2194
Accretive Wealth Partners
New Jersey
$267K – – –
PPWM
2195
PFG Private Wealth Management
Florida
$267K -$7.42K -25 -3%
PA
2196
Probity Advisors
Texas
$267K -$46K -155 -15%
QWM
2197
Quadcap Wealth Management
Texas
$266K +$891 +3 +0.3%
CRWM
2198
Castle Rock Wealth Management
California
$265K +$5.91K +19 +2%
PGIM
2199
Pacific Global Investment Management
California
$264K -$9.66M -32,569 -97%
FMII
2200
Farmers & Merchants Investments Inc
Nebraska
$264K -$30.6K -103 -10%
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