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 %
SAW
1151
Signal Advisors Wealth
Michigan
$1.47M +$1.47M +5,434 New
BHCM
1152
Brevan Howard Capital Management
Jersey
$1.46M -$1.72M -6,353 -54%
SFO
1153
Stokes Family Office
Louisiana
$1.46M -$132K -485 -8%
SAM
1154
Smartleaf Asset Management
Massachusetts
$1.45M +$473K +1,746 +48%
CWS
1155
Cypress Wealth Services
California
$1.45M +$40.9K +151 +3%
ECG
1156
Edge Capital Group
Georgia
$1.45M -$9.49K -35 -0.7%
GAM
1157
Groupama Asset Management
France
$1.45M +$6.31K +29 +0.4%
LGA
1158
Lebenthal Global Advisors
New York
$1.45M +$148K +545 +11%
MIA
1159
MeadowBrook Investment Advisors
Michigan
$1.44M -$28.2K -104 -2%
HI
1160
Harbour Investments
Wisconsin
$1.44M +$192K +708 +15%
PIM
1161
Profit Investment Management
Maryland
$1.43M -$108K -397 -7%
SAM
1162
S.A. Mason
Michigan
$1.43M +$271 +1 +0%
RAM
1163
Ramirez Asset Management
New York
$1.42M -$2.44K -9 -0.2%
PA
1164
PFG Advisors
Arizona
$1.41M +$171K +629 +14%
BJL
1165
Brighton Jones LLC
Washington
$1.41M -$25.2K -93 -2%
FP
1166
Factorial Partners
New York
$1.41M – – –
SF
1167
Summit Financial
New Jersey
$1.41M +$536K +1,978 +61%
CPG
1168
Cornerstone Planning Group
New Jersey
$1.4M +$4.87K +18 +0.3%
PC
1169
Pecaut & Co
Iowa
$1.4M -$12.2K -45 -0.9%
IWM
1170
IHT Wealth Management
Illinois
$1.39M +$115K +426 +9%
VRM
1171
Vectors Research Management
New York
$1.39M – – –
SWM
1172
Sterling Wealth Management
Illinois
$1.39M – – –
PPWM
1173
Paragon Private Wealth Management
Kentucky
$1.39M +$90.6K +334 +7%
WA
1174
WealthTrust Axiom
Pennsylvania
$1.38M +$175K +644 +14%
WA
1175
Wealth Alliance
New York
$1.37M +$22.8K +84 +2%
45 46
47
48 49