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 %
MFT
1551
Moisand Fitzgerald Tamayo
Florida
$634K – – –
SHJ
1552
Sharkey, Howes & Javer
Colorado
$634K +$634K +2,337 New
IPW
1553
Impact Partnership Wealth
Georgia
$633K -$24.9K -92 -4%
VAG
1554
VisionPoint Advisory Group
Texas
$632K -$648K -2,391 -51%
SIA
1555
Soltis Investment Advisors
Utah
$631K +$114K +421 +22%
MWA
1556
Moser Wealth Advisors
Washington
$631K – – –
CRI
1557
Colonial River Investments
Virginia
$631K +$631K +2,326 New
SLA
1558
Silver Lake Advisory
Utah
$630K +$814 +3 +0.1%
PFS
1559
Physicians Financial Services
North Carolina
$629K +$13.6K +50 +2%
HIP
1560
HUB Investment Partners
Texas
$628K -$128K -471 -17%
SRC
1561
Shufro Rose & Co
New York
$626K – – –
PFGIA
1562
Patriot Financial Group Insurance Agency
Massachusetts
$625K -$67K -247 -10%
CRC
1563
Curi RMB Capital
Illinois
$623K +$96K +354 +18%
BAM
1564
Blueshift Asset Management
New Jersey
$621K +$621K +2,290 New
AWM
1565
Accurate Wealth Management
Florida
$620K +$49.9K +180 +9%
CWP
1566
Cyndeo Wealth Partners
Florida
$619K +$29.3K +108 +5%
SS
1567
Sunbelt Securities
Texas
$614K +$87.9K +324 +17%
CA
1568
Crumly & Associates
Illinois
$613K +$14.9K +55 +2%
CAM
1569
Covenant Asset Management
New Jersey
$613K -$54.2K -200 -8%
ATFA
1570
All Terrain Financial Advisors
Minnesota
$613K – – –
BHIA
1571
Birch Hill Investment Advisors
Massachusetts
$610K – – –
CCG
1572
Cypress Capital Group
Florida
$609K +$12.2K +45 +2%
ECM
1573
Estabrook Capital Management
New York
$609K – – –
UB
1574
Umpqua Bank
Oregon
$608K +$6.51K +24 +1%
QPW
1575
Quantum Private Wealth
Florida
$607K – – –
61 62
63
64 65