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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 %
GWM
2251
GSB Wealth Management
Connecticut
$244K +$2.08K +7 +0.9%
BMWM
2252
Brown Miller Wealth Management
Virginia
$243K +$243K +820 New
TIP
2253
Tandem Investment Partners
New Jersey
$243K +$243K +820 New
FPL
2254
Fortress Private Ledger
North Carolina
$243K +$243K +820 New
CWA
2255
Consilium Wealth Advisory
Texas
$243K – – –
CB
2256
Chris Bulman
California
$243K +$13.7K +46 +6%
NECFA
2257
New England Capital Financial Advisors
Connecticut
$242K +$297 +1 +0.1%
TA
2258
TrueWealth Advisors
Alabama
$242K -$326K -1,097 -57%
OBWG
2259
Onyx Bridge Wealth Group
New York
$241K +$1.48K +5 +0.6%
RPCONE
2260
Retirement Planning Company of New England
Rhode Island
$240K -$7.13K -24 -3%
SFS
2261
Stiles Financial Services
Minnesota
$240K +$297 +1 +0.1%
LFGO
2262
Legacy Financial Group (Oklahoma)
Oklahoma
$240K – – –
NFP
2263
Narus Financial Partners
Utah
$239K -$8.31K -28 -3%
WAM
2264
Wallington Asset Management
Indiana
$238K -$7.71K -26 -3%
EM
2265
ELCO Management
New York
$237K -$14.8K -50 -6%
KIA
2266
Knollwood Investment Advisory
Maryland
$237K – – –
BFIC
2267
Bedell Frazier Investment Counselling
California
$237K – – –
GJWM
2268
Gilliland Jeter Wealth Management
Arkansas
$237K +$890 +3 +0.4%
BRM
2269
Boston Research & Management
Massachusetts
$237K – – –
HCM
2270
Hengehold Capital Management
Ohio
$236K – – –
CWAG
2271
Compton Wealth Advisory Group
Virginia
$236K – – –
FNB
2272
Farmers National Bank
Kentucky
$235K +$235K +793 New
KWMG
2273
King Wealth Management Group
Florida
$235K -$1.48K -5 -0.6%
VC
2274
Vestor Capital
Illinois
$235K +$13.9K +47 +6%
CWM
2275
Centurion Wealth Management
Virginia
$234K – – –
89 90
91
92 93