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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 %
CPIG
1226
Chicago Partners Investment Group
Illinois
$1.24M +$42K +155 +4%
PP
1227
Paloma Partners
Connecticut
$1.24M -$193K -712 -13%
FW
1228
FullCircle Wealth
Texas
$1.24M +$47.8K +176 +4%
MME
1229
Meag Munich Ergo
Germany
$1.24M -$909K -3,353 -42%
TCM
1230
Tufton Capital Management
Maryland
$1.24M – – –
MFG
1231
Magnus Financial Group
New York
$1.23M -$228K -839 -16%
PCH
1232
PGIM Custom Harvest
New Jersey
$1.23M +$64.8K +239 +6%
PPWP
1233
Premier Path Wealth Partners
New Jersey
$1.23M -$2.71K -10 -0.2%
AI
1234
Accredited Investors
Minnesota
$1.23M +$237K +873 +24%
APC
1235
Aspire Private Capital
North Carolina
$1.23M +$17.4K +64 +1%
LS
1236
Livforsakringsbolaget Skandia
Sweden
$1.23M +$941K +3,472 +331%
MFS
1237
Mattson Financial Services
Michigan
$1.22M -$9.49K -41 -0.8%
CP
1238
Canopy Partners
Ohio
$1.21M +$82.7K +305 +7%
OFS
1239
Orrstown Financial Services
Pennsylvania
$1.21M – – –
BCM
1240
Becker Capital Management
Oregon
$1.21M – – –
OC
1241
Oakworth Capital
Alabama
$1.21M +$80K +295 +7%
CI
1242
Conning Inc
Connecticut
$1.21M -$12.7K -47 -1%
SAIG
1243
Semper Augustus Investments Group
Colorado
$1.21M -$17.4K -64 -1%
Koshinski Asset Management
1244
Koshinski Asset Management
Illinois
$1.21M -$14.1K -52 -1%
SRC
1245
Sage Rhino Capital
California
$1.21M +$8.41K +31 +0.7%
IA
1246
IFG Advisors
Missouri
$1.2M +$1.36K +5 +0.1%
ACM
1247
Advisors Capital Management
New Jersey
$1.2M -$41K -151 -3%
DFG
1248
Delta Financial Group
New Jersey
$1.2M – – –
RMC
1249
Resources Management Corp
Connecticut
$1.2M – – –
EIM
1250
Ervin Investment Management
Washington
$1.19M -$24.4K -90 -2%
48 49
50
51 52