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American Express
AXP

Overview Fund Activity

2,609 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, 1,025 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,609
Holders Change
+179
Holders Change %
+7.37%
% of All Funds
34.73%
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
1,025
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 %
WPA
2401
West Paces Advisors
Georgia
$162K +$1.48K +5 +0.9%
WI
2402
Wintrust Investments
Illinois
$159K -$114K -385 -42%
VWA
2403
VSM Wealth Advisory
Maryland
$158K +$158K +533 New
AF
2404
Advisornet Financial
Minnesota
$153K -$48.6K -164 -24%
DMBA
2405
Deseret Mutual Benefit Administrators
Utah
$151K -$21.1K -71 -12%
LCM
2406
Logan Capital Management
Pennsylvania
$150K +$594 +2 +0.4%
CCMI
2407
Creative Capital Management Investments
California
$148K -$297 -1 -0.2%
CIA
2408
Cape Investment Advisory
Georgia
$148K -$13.1K -44 -8%
IWM
2409
IMG Wealth Management
Florida
$145K +$145K +490 New
NMG
2410
New Millennium Group
Utah
$145K +$297 +1 +0.2%
JAM
2411
JCIC Asset Management
Ontario, Canada
$139K – – –
FPB
2412
First PREMIER Bank
South Dakota
$138K – – –
RA
2413
Rise Advisors
New York
$137K -$3.26K -11 -2%
CB
2414
CNB Bank
Pennsylvania
$136K – – –
A
2415
AlphaQuest
New York
$134K -$78.9K -266 -37%
Bank Julius Baer & Co
2416
Bank Julius Baer & Co
Switzerland
$133K +$9.16K +28 +7%
FFL
2417
Financial Freedom LLC
Ohio
$131K – – –
PP
2418
PrairieView Partners
Minnesota
$130K – – –
SIS
2419
Strategic Investment Solutions
Illinois
$127K -$868 -4 -0.7%
BP
2420
BNP Paribas
France
$126K +$29.7K +100 +31%
FC
2421
Fairscale Capital
New Hampshire
$124K – – –
B
2422
Birchbrook
Maine
$122K -$24.3K -82 -17%
HFS
2423
Hantz Financial Services
Michigan
$121K – – –
BHWM
2424
Bay Harbor Wealth Management
Maryland
$120K +$2.37K +8 +2%
BHWM
2425
Beaird Harris Wealth Management
Texas
$119K +$35.3K +119 +42%
95 96
97
98 99