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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 %
ECU
1601
Eisler Capital (UK)
United Kingdom
$578K -$652K -2,404 -53%
RZH
1602
Relyea Zuckerberg Hanson
Connecticut
$578K +$19.8K +73 +4%
HCM
1603
Howland Capital Management
Massachusetts
$577K -$70.8K -261 -11%
DP
1604
Dearborn Partners
Illinois
$573K – – –
AWM
1605
Aberdeen Wealth Management
Illinois
$573K – – –
CNB
1606
Camden National Bank
Maine
$572K +$572K +2,110 New
MIM
1607
Morningstar Investment Management
Illinois
$572K -$17.1K -62 -3%
OWA
1608
Opal Wealth Advisors
New York
$572K -$1.36K -5 -0.2%
BPCE
1609
Bank Pictet & Cie (Europe)
Germany
$572K +$3.25K +12 +0.6%
FPW
1610
Flagship Private Wealth
Massachusetts
$571K – – –
RPC
1611
Rossmore Private Capital
Connecticut
$571K -$19K -70 -3%
DFCM
1612
Dark Forest Capital Management
Puerto Rico
$570K +$570K +2,102 New
WPC
1613
Waters Parkerson & Co
Louisiana
$570K +$9.22K +34 +2%
EIP
1614
Ellis Investment Partners
Pennsylvania
$570K +$542 +2 +0.1%
EFSCE
1615
Enterprise Financial Services Corp (EFSC)
Missouri
$570K -$109K -403 -16%
MIM
1616
Macroview Investment Management
Maryland
$570K – – –
SNBOSD
1617
Security National Bank of So Dak
Iowa
$570K – – –
PJWM
1618
Philip James Wealth Mangement
Georgia
$570K +$570K +2,100 New
SHGA
1619
Sand Hill Global Advisors
California
$568K -$6.78K -25 -1%
BCM
1620
Blume Capital Management
California
$565K – – –
M
1621
MOTCO
Texas
$564K +$6.78K +25 +1%
HWA
1622
HCR Wealth Advisors
California
$563K – – –
HWM
1623
Horizon Wealth Management
Illinois
$562K +$542 +2 +0.1%
SPI
1624
Sutton Place Investors
New York
$561K +$11.7K +43 +2%
TWM
1625
Thrive Wealth Management
Pennsylvania
$561K +$65.4K +241 +13%
63 64
65
66 67