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American Express
AXP

Overview Fund Activity

2,431 hedge funds and large institutions have $158B invested in American Express in 2024 Q3 according to their latest regulatory filings, with 230 funds opening new positions, 871 increasing their positions, 891 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,431
Holders Change
+109
Holders Change %
+4.69%
% of All Funds
35.16%
Holding in Top 10
88
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+25.71%
% of All Funds
1.27%
New
230
Increased
871
Reduced
891
Closed
95
Calls
$3.08B
Puts
$2.77B
Net Calls
+$318M
Net Calls Change
+$70.2M

Top Buyers

1
CWP
Capital Wealth Planning
Florida
+$337M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$235M
3
BlackRock
BlackRock
New York
+$171M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$148M
5
AIM
Alphinity Investment Management
Australia
+$106M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$823M
2
SWM
Scissortail Wealth Management
Oklahoma
-$817M
3
Lazard Asset Management
Lazard Asset Management
New York
-$329M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$316M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
601
Laird Norton Wetherby Wealth Management
California
$6.34M -$181K -668 -3%
SCM
602
Silvant Capital Management
Georgia
$6.34M -$407K -1,500 -6%
KC
603
Kingfisher Capital
North Carolina
$6.34M -$331K -1,221 -5%
GCM
604
Graham Capital Management
Connecticut
$6.32M +$6.32M +23,322 New
FCH
605
Freestone Capital Holdings
Washington
$6.31M +$14.9K +55 +0.2%
GFS
606
GYL Financial Synergies
Connecticut
$6.29M -$49.4K -182 -0.8%
SCP
607
Sandhill Capital Partners
New York
$6.28M +$184K +677 +3%
CT
608
Chicago Trust
Illinois
$6.28M +$226K +835 +4%
BCM
609
Bretton Capital Management
California
$6.26M +$6.26M +23,100 New
RC
610
RBF Capital
California
$6.24M – – –
Carson Wealth (CWM LLC)
611
Carson Wealth (CWM LLC)
Nebraska
$6.23M +$504K +1,857 +9%
SC
612
Scotia Capital
Ontario, Canada
$6.2M +$1.75M +6,443 +39%
HCM
613
Hutner Capital Management
Vermont
$6.15M -$27.1K -100 -0.4%
MA
614
Montag & Associates
Georgia
$6.13M +$448K +1,651 +8%
CCT
615
Chemung Canal Trust
New York
$6.12M -$4.27M -15,749 -41%
ECM
616
ExodusPoint Capital Management
New York
$6.11M +$6.11M +22,534 New
GIM
617
Grassi Investment Management
California
$6.09M – – –
CCM
618
Condor Capital Management
New Jersey
$6.06M +$1.43M +5,266 +31%
RJT
619
Raymond James Trust
Florida
$6.06M -$105K -386 -2%
BBNA
620
Bremer Bank National Association
Minnesota
$6.05M -$249K -917 -4%
KWM
621
Kingsview Wealth Management
Oregon
$6.04M +$478K +1,763 +9%
FM
622
Family Management
New York
$6.01M +$1.09K +4 +0%
UB
623
UMB Bank
Missouri
$6M +$363K +1,340 +6%
NGA
624
Naples Global Advisors
Florida
$5.99M -$19K -70 -0.3%
LF
625
Longbow Finance
Switzerland
$5.98M +$1.08M +3,972 +22%
23 24
25
26 27