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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 %
TIA
1526
Tiemann Investment Advisors
California
$665K -$54.2K -200 -8%
BCG
1527
Breakwater Capital Group
New Jersey
$663K -$334K -1,233 -34%
RCM
1528
Raleigh Capital Management
North Carolina
$661K +$29.8K +110 +5%
AA
1529
Auxano Advisors
Washington
$660K +$2.71K +10 +0.4%
SCA
1530
Stonebridge Capital Advisors
Minnesota
$657K +$1.63K +6 +0.2%
SIA
1531
SkyView Investment Advisors
New Jersey
$657K +$19.8K +73 +3%
TAM
1532
Trillium Asset Management
Massachusetts
$655K – – –
WIM
1533
Wittenberg Investment Management
Massachusetts
$654K – – –
CCA
1534
Childress Capital Advisors
Texas
$653K +$6.24K +23 +1%
LIA
1535
LS Investment Advisors
Michigan
$653K – – –
KWS
1536
Keystone Wealth Services
California
$651K +$651K +2,401 New
ACM
1537
AUA Capital Management
Pennsylvania
$651K -$3.25K -12 -0.5%
CIM
1538
Confluence Investment Management
Missouri
$651K – – –
WIA
1539
Westbourne Investment Advisors
Maryland
$650K – – –
BHWM
1540
Bar Harbor Wealth Management
New Hampshire
$647K -$15.7K -58 -2%
CIS
1541
Capital International Sarl
California
$647K +$274K +1,009 +73%
SA
1542
Strategic Advocates
Utah
$645K -$250K -920 -28%
WCG
1543
Weaver Consulting Group
California
$645K – – –
MMG
1544
Monetary Management Group
Missouri
$644K – – –
WFA
1545
WMG Financial Advisors
Tennessee
$643K +$643K +2,370 New
BA
1546
Ballast Advisors
Minnesota
$641K -$35.3K -130 -5%
AIM
1547
Acropolis Investment Management
Missouri
$638K -$18.4K -68 -3%
DDPIC
1548
Deroy & Devereaux Private Investment Counsel
Michigan
$637K – – –
DIM
1549
Delta Investment Management
California
$637K +$38.8K +143 +6%
9WM
1550
9258 Wealth Management
Ohio
$635K – – –
60 61
62
63 64