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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 %
FOR
2351
Family Office Research
Maryland
$209K +$209K +703 New
ECM
2352
Eisler Capital Management
United Kingdom
$208K +$208K +698 New
IUHSA
2353
Itau Unibanco Holding S.A.
Brazil
$208K +$166K +560 +400%
HKAM
2354
Horizon Kinetics Asset Management
New York
$208K +$208K +700 New
NPA
2355
Nichols & Pratt Advisers
Massachusetts
$208K +$208K +700 New
SFFS
2356
Stonehage Fleming Financial Services
Jersey
$208K +$208K +700 New
PCM
2357
Pointe Capital Management
Michigan
$207K +$207K +699 New
PHWM
2358
Pine Harbor Wealth Management
Maryland
$207K +$207K +699 New
OFW
2359
Omnia Family Wealth
Florida
$206K +$206K +695 New
SCM
2360
Sebold Capital Management
Illinois
$205K +$205K +692 New
VC
2361
Veery Capital
Delaware
$205K +$205K +690 New
FMTCOCP
2362
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$204K – – –
VW
2363
Vance Wealth
California
$204K +$204K +687 New
GCA
2364
Gradient Capital Advisors
California
$204K +$204K +686 New
WHC
2365
Wulff, Hansen & Co
California
$204K +$204K +686 New
KA
2366
Klingman & Associates
New York
$203K +$203K +683 New
PWMG
2367
Prestige Wealth Management Group
New Jersey
$202K – – –
TWA
2368
Talisman Wealth Advisors
New Jersey
$200K +$200K +676 New
EWM
2369
Elmwood Wealth Management
California
$200K +$200K +675 New
HFS
2370
Hoge Financial Services
Pennsylvania
$200K +$200K +674 New
AGA
2371
Arkos Global Advisors
Texas
$200K +$200K +675 New
LI
2372
LRI Investments
Florida
$199K – – –
VHAM
2373
Van Hulzen Asset Management
California
$199K +$199K +670 New
FFO
2374
Fortitude Family Office
Arizona
$198K +$22.3K +75 +13%
IHWM
2375
Iron Horse Wealth Management
Iowa
$198K -$6.53K -22 -3%
93 94
95
96 97