AXP icon

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 %
EHC
1026
Everett Harris & Co
California
$1.94M -$13.6K -50 -0.7%
AAM
1027
Auxier Asset Management
Oregon
$1.93M +$9.49K +35 +0.5%
GM
1028
GeoWealth Management
Illinois
$1.92M -$178K -658 -9%
FPCP
1029
Fort Point Capital Partners
California
$1.92M +$22K +81 +1%
GI
1030
GAMMA Investing
California
$1.92M +$443K +1,634 +30%
GI
1031
GLOBALT Investments
Georgia
$1.92M -$158K -582 -8%
NS
1032
NBC Securities
Alabama
$1.9M -$146K -537 -7%
SP
1033
Stablepoint Partners
Massachusetts
$1.9M +$14.9K +55 +0.8%
HNB
1034
Hilltop National Bank
Wyoming
$1.89M +$105K +388 +6%
BFG
1035
Beacon Financial Group
Texas
$1.87M +$48K +177 +3%
TAM
1036
Trust Asset Management
Texas
$1.87M -$10K -37 -0.5%
CIA
1037
Citadel Investment Advisory
Ohio
$1.87M – – –
PSB
1038
Piscataqua Savings Bank
New Hampshire
$1.86M – – –
BIC
1039
Beach Investment Counsel
Pennsylvania
$1.86M -$155K -573 -8%
RCIM
1040
Red Cedar Investment Management
Michigan
$1.85M +$1.09M +4,022 +143%
DWM
1041
Dynasty Wealth Management
Florida
$1.84M +$32K +118 +2%
CFM
1042
Catalyst Funds Management
Australia
$1.84M +$1.55M +5,700 +518%
OWP
1043
Obermeyer Wealth Partners
Colorado
$1.84M -$176K -649 -9%
FCI
1044
Financial Counselors Inc
Kansas
$1.84M +$175K +647 +11%
CFFP
1045
Center for Financial Planning
Michigan
$1.83M -$120K -442 -6%
LWCFA
1046
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.83M +$61.8K +229 +3%
BTI
1047
Blue Trust Inc
Georgia
$1.83M +$579K +2,502 +46%
CCFCSB
1048
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M -$239K -881 -12%
CCA
1049
Checchi Capital Advisers
California
$1.81M +$31.7K +117 +2%
RSWM
1050
Robertson Stephens Wealth Management
California
$1.81M +$182K +672 +11%
40 41
42
43 44