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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 %
CSC
1001
Caldwell Sutter Capital
California
$2.01M -$2.17K -8 -0.1%
VC
1002
Veracity Capital
Georgia
$2.01M +$7.32K +27 +0.4%
IIA
1003
IPG Investment Advisors
California
$2.01M +$1.67M +6,156 +492%
NHC
1004
Nicholas Hoffman & Company
Georgia
$2.01M -$60.5K -223 -3%
BCM
1005
Boltwood Capital Management
California
$2.01M -$13.6K -50 -0.7%
AG
1006
AIA Group
Hong Kong
$2.01M +$54.2K +200 +3%
RMAM
1007
Raab & Moskowitz Asset Management
New Jersey
$2.01M -$19.5K -72 -1%
AFCM
1008
Applied Finance Capital Management
Puerto Rico
$2M +$11.9K +44 +0.6%
EP
1009
Edgestream Partners
New Jersey
$2M +$1.66M +6,139 +494%
KW
1010
KWB Wealth
California
$2M -$259K -1,117 -11%
BAM
1011
Berkshire Asset Management
Pennsylvania
$2M – – –
ACM
1012
Aster Capital Management
United Arab Emirates
$1.99M +$1.99M +7,320 New
NPT
1013
Nixon Peabody Trust
Massachusetts
$1.98M – – –
AWA
1014
Arkadios Wealth Advisors
Georgia
$1.98M +$199K +732 +11%
TI
1015
Trexquant Investment
Connecticut
$1.97M +$1.97M +7,271 New
BA
1016
Birinyi Associates
Connecticut
$1.97M – – –
GIA
1017
Gateway Investment Advisers
Ohio
$1.96M -$30.9K -114 -2%
ABC
1018
Associated Banc-Corp
Wisconsin
$1.96M -$40.1K -148 -2%
USCWA
1019
U.S. Capital Wealth Advisors
Texas
$1.95M -$42.9K -158 -2%
CB
1020
Cadence Bank
Mississippi
$1.95M – – –
WGCA
1021
Wolf Group Capital Advisors
Virginia
$1.94M +$225K +1,291 +13%
BZWA
1022
Blue Zone Wealth Advisors
California
$1.94M -$154K -567 -7%
AIC
1023
Argus Investors Counsel
New York
$1.94M -$468K -1,727 -19%
VST
1024
Van Strum & Towne
California
$1.94M – – –
RWB
1025
RMR Wealth Builders
New Jersey
$1.94M -$63.5K -234 -3%
39 40
41
42 43