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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 %
4WM
1101
44 Wealth Management
Oregon
$1.6M +$1.6M +5,895 New
GWM
1102
Geneos Wealth Management
Colorado
$1.6M +$110K +406 +7%
DM
1103
Delphi Management
Massachusetts
$1.59M -$556K -2,050 -26%
WCM
1104
Weik Capital Management
Pennsylvania
$1.59M -$4.07K -15 -0.3%
PG
1105
Prostatis Group
Maryland
$1.58M +$297K +1,095 +23%
HB
1106
HTLF Bank
Colorado
$1.58M -$103K -379 -6%
FFN
1107
Focus Financial Network
Minnesota
$1.58M +$43.1K +159 +3%
HWP
1108
Highline Wealth Partners
California
$1.58M +$3.53K +13 +0.2%
CI
1109
Cigna Investments
Connecticut
$1.58M -$7.86K -29 -0.5%
TW
1110
TrinityPoint Wealth
Connecticut
$1.57M -$1.63K -6 -0.1%
HWM
1111
Hohimer Wealth Management
Washington
$1.57M +$40.4K +149 +3%
TCM
1112
Twin Capital Management
Pennsylvania
$1.57M -$45.6K -168 -3%
PMG
1113
Private Management Group
California
$1.56M -$16.5M -61,002 -91%
BCG
1114
BayBridge Capital Group
California
$1.56M -$18.4K -68 -1%
GBT
1115
Grove Bank & Trust
Florida
$1.56M +$47.7K +176 +3%
AI
1116
AXS Investments
New York
$1.56M -$30.9K -114 -2%
BWA
1117
Blodgett Wealth Advisors
California
$1.55M +$1.26M +4,660 +441%
ICP
1118
Interchange Capital Partners
Pennsylvania
$1.54M -$29.3K -108 -2%
AIP
1119
Ameritas Investment Partners
Nebraska
$1.54M -$78.9K -291 -5%
CAG
1120
Crestwood Advisors Group
Massachusetts
$1.54M +$3.8K +14 +0.2%
WPW
1121
Waldron Private Wealth
Pennsylvania
$1.54M +$59.1K +218 +4%
BWM
1122
Brophy Wealth Management
New Hampshire
$1.53M +$1.53M +5,652 New
LIM
1123
Leavell Investment Management
Alabama
$1.53M +$172K +635 +13%
TPI
1124
Trust Point Inc
Wisconsin
$1.53M -$17.9K -66 -1%
FCBT
1125
First Citizens Bank & Trust
North Carolina
$1.53M -$19.8K -73 -1%
43 44
45
46 47