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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 %
GCM
2226
Graham Capital Management
Connecticut
$253K -$6.67M -22,470 -96%
PAMG
2227
Patton Albertson Miller Group
Tennessee
$253K -$42.7K -144 -14%
BWFA
2228
Baltimore-Washington Financial Advisors
Maryland
$253K -$890 -3 -0.4%
AIA
2229
Angeles Investment Advisors
California
$252K -$2.67K -9 -1%
GB
2230
Goepper Burkhardt
South Carolina
$252K – – –
SSWM
2231
Sheets Smith Wealth Management
North Carolina
$252K +$593 +2 +0.2%
AW
2232
Apricus Wealth
South Carolina
$251K – – –
BCM
2233
Becker Capital Management
Oregon
$251K -$1.08M -3,626 -81%
GS
2234
GWN Securities
Florida
$250K +$250K +777 New
PMFA
2235
Plante Moran Financial Advisors
Michigan
$249K -$239K -806 -49%
GWA
2236
GGM Wealth Advisors
Maryland
$249K +$594 +2 +0.2%
SIA
2237
SGL Investment Advisors
Montana
$249K +$249K +813 New
FC
2238
Financial Council
Maryland
$249K – – –
DIM
2239
DLK Investment Management
California
$248K +$248K +837 New
QIM
2240
Quantitative Investment Management
Virginia
$248K +$248K +837 New
AFA
2241
Antonelli Financial Advisors
Michigan
$248K +$248K +835 New
OC
2242
Oarsman Capital
Wisconsin
$246K -$7.72K -26 -3%
OCM
2243
Orion Capital Management
California
$246K – – –
RCP
2244
Rothschild Capital Partners
New York
$246K +$246K +830 New
AW
2245
Avion Wealth
Texas
$246K +$46.2K +156 +23%
JCM
2246
Jacobsen Capital Management
Utah
$245K – – –
PCM
2247
Parsons Capital Management
Rhode Island
$245K – – –
BCM
2248
BluePointe Capital Management
California
$245K +$245K +825 New
DF
2249
DecisionPoint Financial
Arizona
$245K – – –
CP
2250
Castleview Partners
Texas
$244K +$13.1K +44 +6%
88 89
90
91 92