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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 %
BFA
876
Buttonwood Financial Advisors
Maryland
$2.82M -$62.7K -231 -2%
WPC
877
Wedmont Private Capital
Pennsylvania
$2.81M +$162K +590 +6%
CC
878
Constitution Capital
Connecticut
$2.81M -$380K -1,400 -12%
MWM
879
Mission Wealth Management
California
$2.79M -$542 -2 -0%
B
880
Bailard
California
$2.79M +$67K +247 +2%
FLPIM
881
F.L. Putnam Investment Management
Massachusetts
$2.79M +$1.11M +4,891 +66%
SAM
882
Sawgrass Asset Management
Florida
$2.77M -$41.5K -153 -1%
NAG
883
Northstar Advisory Group
New Jersey
$2.76M -$814 -3 -0%
FWA
884
FOCUS Wealth Advisors
Texas
$2.76M -$62.9K -232 -2%
CCP
885
Cunning Capital Partners
North Carolina
$2.73M – – –
Empower Advisory Group
886
Empower Advisory Group
Colorado
$2.72M +$8.95K +33 +0.3%
NAM
887
NTV Asset Management
West Virginia
$2.72M -$6.78K -25 -0.2%
SCM
888
Sterling Capital Management
North Carolina
$2.71M +$2.71M +9,978 New
UHC
889
Union Heritage Capital
Michigan
$2.7M – – –
VA
890
Vident Advisory
Georgia
$2.7M +$653K +2,407 +32%
WANY
891
Wealthspire Advisors (New York)
New York
$2.68M +$1.2M +4,428 +81%
BIA
892
Bigelow Investment Advisors
Maine
$2.67M -$32.5K -120 -1%
SIG
893
Sargent Investment Group
Maryland
$2.67M +$366K +1,348 +16%
JIC
894
Joel Isaacson & Co
New York
$2.67M -$69.4K -256 -3%
WIC
895
Wilkins Investment Counsel
Massachusetts
$2.67M -$339K -1,250 -11%
DAM
896
Doheny Asset Management
California
$2.66M -$13.6K -50 -0.5%
RA
897
RFG Advisory
Alabama
$2.66M +$266K +979 +11%
XWM
898
Xcel Wealth Management
Florida
$2.66M -$8.14K -30 -0.3%
AP
899
Americana Partners
Texas
$2.65M +$11.4K +42 +0.4%
PIM
900
Penobscot Investment Management
Massachusetts
$2.65M +$41.8K +154 +2%
34 35
36
37 38