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 %
HDIM
1476
Hanson & Doremus Investment Management
Vermont
$735K – – –
TSWM
1477
Triangle Securities Wealth Management
North Carolina
$735K – – –
MA
1478
MCF Advisors
Kentucky
$734K -$5.7K -21 -0.8%
PCG
1479
PFC Capital Group
California
$732K – – –
WCM
1480
Weaver Capital Management
Georgia
$729K +$236K +869 +48%
CIS
1481
Custom Index Systems
New York
$725K +$316K +1,166 +77%
MBTD
1482
Mechanics Bank - Trust Department
California
$724K +$24.4K +90 +3%
TW
1483
TritonPoint Wealth
Maryland
$722K +$25.8K +95 +4%
APWA
1484
Atlas Private Wealth Advisors
New Jersey
$722K -$97.7K -360 -12%
AFC
1485
AFT Forsyth & Company
Florida
$722K – – –
RFG
1486
RFP Financial Group
Georgia
$721K -$493K -1,818 -41%
GCP
1487
GSA Capital Partners
United Kingdom
$720K +$29.3K +108 +4%
FMLI
1488
Fukoku Mutual Life Insurance
Japan
$716K – – –
CTWM
1489
Cherry Tree Wealth Management
Minnesota
$715K -$22.2K -82 -3%
RW
1490
REDW Wealth
New Mexico
$714K -$11.4K -42 -2%
AIM
1491
Athena Investment Management
California
$712K -$13K -48 -2%
FCA
1492
FinTrust Capital Advisors
South Carolina
$712K -$7.05K -26 -1%
OF
1493
Outfitter Financial
Maine
$712K – – –
FFA
1494
Fortune Financial Advisors
Kansas
$709K -$38.2K -141 -5%
TIA
1495
Traphagen Investment Advisors
New Jersey
$706K +$24.4K +90 +4%
PTB
1496
Pioneer Trust Bank
Oregon
$705K – – –
DSC
1497
Duncker Streett & Co
Missouri
$705K +$13.6K +50 +2%
NP
1498
Nilsine Partners
Colorado
$704K -$77.3K -285 -10%
SEIA
1499
Signature Estate & Investment Advisors
California
$704K +$15.5K +57 +2%
RWP
1500
Revolve Wealth Partners
New Jersey
$702K +$354K +1,307 +102%
58 59
60
61 62