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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 %
IF
2276
IRON Financial
Illinois
$234K +$297 +1 +0.1%
NWWA
2277
New Wave Wealth Advisors
Arkansas
$234K -$10.1K -34 -4%
KFS
2278
Kelly Financial Services
Massachusetts
$233K – – –
SIA
2279
Schear Investment Advisers
Ohio
$233K +$233K +784 New
WP
2280
WealthShield Partners
North Carolina
$232K -$40.7K -137 -15%
B
2281
Bellecapital
Switzerland
$232K – – –
EWM
2282
Executive Wealth Management
Michigan
$232K +$7.42K +25 +3%
RB
2283
Renasant Bank
Mississippi
$231K +$231K +780 New
FFC
2284
First Financial Corp
Indiana
$231K – – –
LOPW
2285
Live Oak Private Wealth
North Carolina
$231K +$1.78K +6 +0.8%
CAWM
2286
Capital Advisors Wealth Management
Washington
$231K +$8.02K +27 +4%
PSCM
2287
Per Stirling Capital Management
Texas
$230K +$297 +1 +0.1%
4WM
2288
49 Wealth Management
Texas
$230K -$47.8K -161 -17%
DJYG
2289
David J. Yvars Group
Florida
$230K +$230K +775 New
PIN
2290
Prudent Investors Network
California
$229K +$229K +773 New
MWM
2291
MinichMacGregor Wealth Management
New York
$229K -$74.8K -252 -25%
AFA
2292
American Financial Advisors
Georgia
$229K -$22.2K -75 -9%
SH
2293
SLT Holdings
Arizona
$228K +$228K +768 New
WDG
2294
Wealth Dimensions Group
Ohio
$227K +$227K +766 New
FWI
2295
Facet Wealth Inc
Maryland
$227K +$227K +717 New
AA
2296
Acorns Advisers
California
$225K +$2.67K +9 +1%
NWA
2297
Navis Wealth Advisors
New York
$225K +$3.56K +12 +2%
TSWM
2298
Tyler-Stone Wealth Management
Ohio
$224K -$594 -2 -0.3%
SW
2299
SkyOak Wealth
Michigan
$224K – – –
USWIA
2300
UP Strategic Wealth Investment Advisors
Pennsylvania
$224K +$224K +754 New
90 91
92
93 94