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 %
WA1
1801
Wimmer Associates 1
California
$407K – – –
AAIM
1802
Asset Advisors Investment Management
Georgia
$407K – – –
CIA
1803
Compass Ion Advisors
Pennsylvania
$407K +$2.71K +10 +0.7%
MIM
1804
Meridiem Investment Management
United Kingdom
$407K -$353K -1,300 -46%
OWM
1805
OneAscent Wealth Management
Alabama
$406K – – –
RMDI
1806
R.M. Davis Inc
Maine
$404K -$7.59K -28 -2%
IC
1807
Iconiq Capital
California
$404K +$404K +1,491 New
WAM
1808
Walker Asset Management
Missouri
$404K +$814 +3 +0.2%
HWA
1809
HHM Wealth Advisors
Tennessee
$403K – – –
DAM
1810
Delta Asset Management
Tennessee
$403K – – –
PIA
1811
Perennial Investment Advisors
California
$402K -$4.07K -15 -1%
TTWM
1812
TCV Trust & Wealth Management
Virginia
$402K -$27.1K -100 -6%
HC
1813
Hamilton Capital
Ohio
$402K +$31.9K +118 +9%
Wolverine Trading
1814
Wolverine Trading
Illinois
$401K +$401K +1,480 New
OL
1815
Optas LLC
Texas
$401K +$115K +423 +40%
OL
1816
OneFund LLC
Florida
$401K -$5.15K -19 -1%
EWS
1817
Evergreen Wealth Solutions
Pennsylvania
$400K -$70K -258 -15%
OAM
1818
Oxford Asset Management
United Kingdom
$400K +$400K +1,476 New
ZB
1819
Zions Bancorporation
Utah
$400K -$1.58M -5,820 -80%
NAMP
1820
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$400K – – –
TCOTS
1821
Trust Company of the South
North Carolina
$400K – – –
ECA
1822
Elevated Capital Advisors
Utah
$399K – – –
FNC
1823
First National Corp
Massachusetts
$399K +$1.9K +7 +0.5%
SCP
1824
Sivia Capital Partners
California
$399K +$8.41K +31 +2%
PPP
1825
Private Portfolio Partners
New Jersey
$399K +$399K +1,471 New
71 72
73
74 75