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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 %
SPP
2326
Single Point Partners
Massachusetts
$217K +$217K +732 New
MMM
2327
Mendel Money Management
Illinois
$217K +$217K +731 New
KWA
2328
Kellett Wealth Advisors
Ohio
$216K +$216K +729 New
FNWM
2329
Financial Network Wealth Management
Utah
$216K +$216K +731 New
EFG
2330
Ethos Financial Group
Pennsylvania
$216K +$216K +727 New
BOJHT
2331
Bank of Jackson Hole Trust
Wyoming
$215K +$215K +726 New
CGA
2332
Crescent Grove Advisors
Illinois
$215K -$88.1K -297 -29%
WSWA
2333
Warren Street Wealth Advisors
California
$215K +$215K +724 New
FWA
2334
FSM Wealth Advisors
Ohio
$215K +$215K +690 New
PVAMC
2335
PPS&V Asset Management Consultants
Michigan
$215K +$215K +724 New
WFA
2336
WestHill Financial Advisors
California
$215K +$215K +723 New
SPFA
2337
Summit Place Financial Advisors
New Jersey
$214K +$214K +722 New
HGWM
2338
Horst & Graben Wealth Management
Oregon
$214K +$214K +722 New
ST
2339
Somerset Trust
Pennsylvania
$214K -$14.8K -50 -6%
OBGC
2340
O'Brien Greene & Co
Pennsylvania
$214K +$214K +721 New
AWP
2341
Ascent Wealth Partners
New York
$214K +$214K +720 New
CP
2342
Capital Planning
Washington
$213K +$213K +718 New
SGC
2343
Slocum, Gordon & Co
Rhode Island
$213K – – –
BMCM
2344
Burns Matteson Capital Management
New York
$213K -$24.6K -83 -10%
DWM
2345
DecisionMap Wealth Management
Virginia
$212K +$212K +715 New
SWIM
2346
Smallwood Wealth Investment Management
New Jersey
$212K +$212K +715 New
WIM
2347
Westside Investment Management
California
$211K – – –
HF
2348
Holcombe Financial
Georgia
$211K +$211K +712 New
BWP
2349
BlueStem Wealth Partners
Minnesota
$210K +$210K +709 New
CWA
2350
Canvas Wealth Advisors
Kansas
$210K +$210K +707 New
92 93
94
95 96