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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 %
BHWM
2426
Beaird Harris Wealth Management
Texas
$119K +$35.3K +119 +42%
FMB
2427
Field & Main Bank
Kentucky
$119K – – –
CAWM
2428
Capital A Wealth Management
Pennsylvania
$112K +$112K +378 New
AEPWM
2429
Atlantic Edge Private Wealth Management
Florida
$111K – – –
BIA
2430
Bell Investment Advisors
California
$111K +$1.19K +4 +1%
IWMWV
2431
Ironwood Wealth Management (West Virginia)
West Virginia
$111K – – –
PCFFS
2432
Pacific Center for Financial Services
California
$110K -$23.7K -80 -18%
BWM
2433
Bernard Wealth Management
Michigan
$109K +$109K +367 New
GCM
2434
GKV Capital Management
California
$104K +$104K +350 New
SL
2435
Salomon & Ludwin
Virginia
$102K -$1.78K -6 -2%
CAC
2436
Core Alternative Capital
Georgia
$102K – – –
HNW
2437
High Note Wealth
Minnesota
$102K +$102K +342 New
GG
2438
Gleason Group
Kentucky
$101K -$20.5K -69 -17%
FA
2439
Fedenia Advisers
Wisconsin
$97.9K +$97.9K +330 New
HCM
2440
Hollencrest Capital Management
California
$97.1K – – –
BCMLT
2441
Beacon Capital Management LLC (Tennessee)
Tennessee
$96.8K -$3.27K -11 -3%
OP
2442
ORG Partners
Indiana
$94.3K +$12.5K +42 +15%
CAM
2443
Creekmur Asset Management
Illinois
$94.1K – – –
NCM
2444
Northwest Capital Management
Oregon
$92.9K – – –
CFD
2445
Creative Financial Designs
Indiana
$92.2K -$5.34K -18 -5%
PWMG
2446
Private Wealth Management Group
New Jersey
$91.4K -$890 -3 -1%
GCM
2447
Gables Capital Management
Florida
$90.5K – – –
OPTFSNA
2448
Old Point Trust & Financial Services N A
Virginia
$89.6K – – –
FIM
2449
FWL Investment Management
Texas
$89K – – –
CBT
2450
Crews Bank & Trust
Florida
$88.7K +$88.7K +299 New
96 97
98
99 100