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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 %
EA
2201
Everpar Advisors
Oklahoma
$263K -$31.5K -106 -11%
FA
2202
FDx Advisors
Illinois
$263K -$65.9K -222 -20%
EIG
2203
Ellenbecker Investment Group
Wisconsin
$262K +$262K +883 New
GAB
2204
German American Bancorp
Indiana
$262K +$890 +3 +0.3%
LA
2205
Latitude Advisors
Florida
$262K -$3.56K -12 -1%
BA
2206
Bellwether Advisors
Nebraska
$261K – – –
NEWAS
2207
N.E.W. Advisory Services
Wisconsin
$260K – – –
PHM
2208
Prospect Hill Management
New Jersey
$260K – – –
WFMPM
2209
Woodley Farra Manion Portfolio Management
Indiana
$259K -$14.8K -50 -5%
IB
2210
Intrust Bank
Kansas
$259K -$6.83K -23 -3%
LK
2211
Lumbard & Kellner
New Hampshire
$258K – – –
OCBCO
2212
Oversea-Chinese Banking Corp (OCBC)
Singapore
$258K +$258K +869 New
DC
2213
DeDora Capital
California
$258K – – –
SIMG
2214
Sonora Investment Management Group
Arizona
$256K +$5.64K +19 +2%
MSF
2215
Mustard Seed Financial
Arkansas
$256K – – –
CFSG
2216
Clark Financial Services Group
Missouri
$256K +$16.9K +57 +7%
JWM
2217
JGP Wealth Management
Oregon
$256K -$890 -3 -0.3%
CA
2218
Cornerstone Advisory
Maryland
$255K +$255K +821 New
SHWM
2219
Smith & Howard Wealth Management
Georgia
$255K – – –
LAM
2220
Longboard Asset Management
Arizona
$255K +$255K +860 New
OCM
2221
Osterweis Capital Management
California
$255K – – –
SFP
2222
Sandbox Financial Partners
Maryland
$254K +$7.42K +25 +3%
BCA
2223
Bay Colony Advisors
Massachusetts
$254K -$2.97K -10 -1%
WAM
2224
Weatherly Asset Management
California
$254K -$501K -1,687 -66%
OWP
2225
ORG Wealth Partners
Texas
$253K -$16.6K -56 -6%
87 88
89
90 91