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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 %
MCA
2301
Magnolia Capital Advisors
Mississippi
$223K +$297 +1 +0.1%
CJL
2302
Cyrus J. Lawrence
New York
$223K +$7.39K +25 +3%
WI
2303
Wedgewood Investors
Pennsylvania
$223K -$2.08K -7 -0.9%
LA
2304
LexAurum Advisors
Kansas
$223K +$223K +751 New
LIA
2305
LBMC Investment Advisors
Tennessee
$223K – – –
NBWM
2306
North Berkeley Wealth Management
California
$223K +$223K +750 New
DDC
2307
DF Dent & Co
Maryland
$223K -$105K -355 -32%
SA
2308
Shilanski & Associates
Alaska
$222K – – –
PSFG
2309
Park Square Financial Group
Georgia
$222K +$222K +749 New
CA
2310
Calton & Associates
Florida
$222K -$345K -1,164 -61%
SFA
2311
Semmax Financial Advisors
North Carolina
$222K +$615 +2 +0.3%
WDC
2312
Woodward Diversified Capital
California
$221K -$84.3K -284 -28%
HCP
2313
Hexagon Capital Partners
Arkansas
$221K -$137K -462 -38%
FA
2314
Fiducient Advisors
Illinois
$221K -$90.2K -304 -29%
PDL
2315
Portfolio Design Labs
California
$221K +$221K +743 New
CPL
2316
CAP Partners LLC
Tennessee
$220K -$5.05K -17 -2%
4A
2317
4Wealth Advisors
Illinois
$220K +$220K +740 New
SPF
2318
South Plains Financial
Texas
$219K +$219K +738 New
Financial Engines Advisors
2319
Financial Engines Advisors
California
$219K +$219K +737 New
RPSA
2320
Richard P. Slaughter Associates
Texas
$219K +$219K +737 New
BTWM
2321
Baker Tilly Wealth Management
Wisconsin
$218K -$3.86K -13 -2%
RFP
2322
Root Financial Partners
California
$218K +$218K +734 New
CM
2323
Capula Management
Cayman Islands
$218K +$218K +733 New
HA
2324
Hofer & Associates
California
$217K +$217K +733 New
RMDI
2325
R.M. Davis Inc
Maine
$217K -$225K -759 -51%
91 92
93
94 95