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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 %
GKIM
2451
GW&K Investment Management
Massachusetts
$88K +$1.49K +5 +2%
C
2452
Covestor
United Kingdom
$88K +$8.62K +29 +11%
PB
2453
Pinnacle Bancorp
Nebraska
$87.3K -$26.7K -90 -23%
GWSA
2454
Global Wealth Strategies & Associates
Colorado
$87.3K – – –
TC
2455
Tacita Capital
Ontario, Canada
$86.1K -$44.5K -150 -34%
Q1WB
2456
Quest 10 Wealth Builders
Virginia
$84.3K +$84.3K +284 New
HC
2457
Hoese & Co
Minnesota
$83.1K – – –
RFS
2458
Richardson Financial Services
Massachusetts
$83K -$892 -3 -1%
CMP
2459
Coston McIsaac & Partners
Maine
$82K – – –
AWM
2460
Accredited Wealth Management
Kentucky
$81.8K +$81.8K +275 New
SC
2461
Stephens Consulting
Michigan
$81.3K -$2.08K -7 -2%
VWM
2462
Vermillion Wealth Management
Minnesota
$79.2K +$79.2K +267 New
WA
2463
WPG Advisers
Maryland
$79.2K +$79.2K +267 New
Loomis, Sayles & Company
2464
Loomis, Sayles & Company
Massachusetts
$79K +$79K +266 New
RDFA
2465
Ritter Daniher Financial Advisory
Ohio
$78.4K -$8.61K -29 -10%
WAG
2466
Wiser Advisor Group
Arizona
$78K +$297 +1 +0.4%
PFG
2467
Putney Financial Group
California
$77.8K +$77.8K +262 New
GK
2468
Graney & King
New York
$76.8K +$76.8K +259 New
WTFG
2469
Wood Tarver Financial Group
Idaho
$75K +$75K +255 New
FCMT
2470
Founders Capital Management (Texas)
Texas
$74.2K – – –
CCA
2471
Criterion Capital Advisors
Tennessee
$74.1K – – –
GEA
2472
Glen Eagle Advisors
New Jersey
$73.9K – – –
AWM
2473
AllSquare Wealth Management
New York
$72.4K – – –
FWM
2474
FSA Wealth Management
Massachusetts
$72.1K – – –
AG
2475
AmeriFlex Group
Nevada
$70K +$70K +220 New
97 98
99
100 101