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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 %
LA
1176
Legacy Advisors
Pennsylvania
$1.36M +$13.6K +50 +1%
GWP
1177
Gen-Wealth Partners
Michigan
$1.36M -$80.6K -294 -6%
CAL
1178
Capital Analysts LLC
Pennsylvania
$1.36M +$270K +995 +25%
AL
1179
Aspiriant LLC
California
$1.36M -$188K -694 -12%
OCM
1180
Olstein Capital Management
New York
$1.36M -$2.71M -10,000 -67%
SOAMC
1181
Spirit of America Management Corp
New York
$1.36M – – –
HIA
1182
Harbor Investment Advisory
Maryland
$1.35M -$61.8K -228 -4%
BIAS
1183
Beacon Investment Advisory Services
New Jersey
$1.35M -$23.6K -87 -2%
PP
1184
Patten & Patten
Tennessee
$1.35M -$414K -1,526 -24%
AP
1185
Adero Partners
California
$1.34M +$20.1K +74 +2%
FCA
1186
Fortis Capital Advisors
Kansas
$1.34M +$1.34M +4,925 New
LCS
1187
Levin Capital Strategies
New York
$1.33M +$271 +1 +0%
BAM
1188
Beaumont Asset Management
Texas
$1.33M +$25.5K +94 +2%
AC
1189
Avestar Capital
New York
$1.33M +$103K +378 +8%
MAA
1190
Mraz Amerine & Associates
California
$1.32M -$213K -786 -14%
GC
1191
Garde Capital
Washington
$1.31M – – –
HFM
1192
Harvest Fund Management
China
$1.31M +$48.5K +179 +4%
BAAM
1193
Baker Avenue Asset Management
California
$1.3M +$115K +423 +10%
LCM
1194
Leisure Capital Management
California
$1.3M – – –
MSAM
1195
Moloney Securities Asset Management
Missouri
$1.3M -$27.1K -100 -2%
WAP
1196
Wealthcare Advisory Partners
Pennsylvania
$1.3M +$118K +435 +10%
BAM
1197
Boyar Asset Management
New York
$1.3M – – –
VF
1198
Virtu Financial
New York
$1.3M +$1.3M +4,781 New
WIA
1199
World Investment Advisors
California
$1.29M +$1.05M +3,867 +431%
SIM
1200
Sentry Investment Management
Wisconsin
$1.29M -$22K -81 -2%
46 47
48
49 50