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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 %
ACM
1201
AlphaStar Capital Management
North Carolina
$1.29M +$1.02M +3,768 +383%
CFM
1202
Capricorn Fund Managers
United Kingdom
$1.28M +$110K +404 +9%
AT
1203
American Trust
Kentucky
$1.28M -$627K -2,311 -33%
MWA
1204
Muirfield Wealth Advisors
North Carolina
$1.28M +$3.8K +14 +0.3%
NG
1205
NWK Group
California
$1.27M -$4.31M -15,874 -77%
LRPA
1206
L. Roy Papp & Associates
Arizona
$1.27M – – –
VCP
1207
Verus Capital Partners
Arizona
$1.27M -$30.6K -113 -2%
NSIM
1208
North Star Investment Management
Illinois
$1.27M -$10.6K -39 -0.8%
Verition Fund Management
1209
Verition Fund Management
Connecticut
$1.27M +$90K +332 +8%
PK
1210
Pflug Koory
Nebraska
$1.27M +$1.27M +4,679 New
SC
1211
Sapient Capital
Indiana
$1.27M +$640K +2,360 +102%
AFG
1212
Allegheny Financial Group
Pennsylvania
$1.27M +$32.5K +120 +3%
BCM
1213
Barden Capital Management
Texas
$1.26M -$108K -397 -8%
WT
1214
Washington Trust
Rhode Island
$1.26M -$2.17K -8 -0.2%
RCM
1215
RNC Capital Management
California
$1.26M – – –
FCAS
1216
First Command Advisory Services
Texas
$1.26M -$20.9K -77 -2%
TWA
1217
TCI Wealth Advisors
Arizona
$1.25M +$18.7K +69 +2%
CWS
1218
Confluence Wealth Services
Pennsylvania
$1.25M -$91.9K -339 -7%
BWM
1219
BigSur Wealth Management
Florida
$1.25M +$191K +703 +18%
IP
1220
Ignite Planners
California
$1.25M -$21.7K -80 -2%
GITFIT
1221
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.25M – – –
SL
1222
Sentry LLC
Tennessee
$1.25M – – –
TPWM
1223
Twelve Points Wealth Management
Massachusetts
$1.25M +$7.32K +27 +0.6%
BAM
1224
Byrne Asset Management
New Jersey
$1.24M +$1.24M +4,590 New
AFG
1225
Atomi Financial Group
New York
$1.24M +$77.8K +287 +7%
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49
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