AXP icon

American Express
AXP

Overview Fund Activity

2,430 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, 890 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+109
Holders Change %
+4.7%
% of All Funds
35.15%
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
890
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
$2.98B
3
BlackRock
BlackRock
New York
$11.5B
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$148M
5
AIM
Alphinity Investment Management
Australia
$835M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.36B
2
SWM
Scissortail Wealth Management
Oklahoma
$818K
3
Lazard Asset Management
Lazard Asset Management
New York
$456M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
CFAM
2176
Center For Asset Management
Florida
$218K +$218K +805 New
SFWC
2177
Strategic Family Wealth Counselors
New Jersey
$218K +$218K +804 New
LFGO
2178
Legacy Financial Group (Oklahoma)
Oklahoma
$218K +$218K +807 New
KIA
2179
Knollwood Investment Advisory
Maryland
$217K +$217K +800 New
RBC
2180
Romano Brothers & Co
Illinois
$217K +$217K +800 New
BFIC
2181
Bedell Frazier Investment Counselling
California
$217K +$217K +800 New
BMCM
2182
Burns Matteson Capital Management
New York
$217K +$217K +800 New
KWMG
2183
King Wealth Management Group
Florida
$216K +$216K +797 New
BRM
2184
Boston Research & Management
Massachusetts
$216K +$216K +800 New
GJWM
2185
Gilliland Jeter Wealth Management
Arkansas
$216K – – –
FAIM
2186
Financial Advocates Investment Management
Washington
$216K +$216K +795 New
HCM
2187
Hengehold Capital Management
Ohio
$215K +$215K +794 New
CWAG
2188
Compton Wealth Advisory Group
Virginia
$215K +$215K +794 New
CWM
2189
Centurion Wealth Management
Virginia
$214K +$214K +790 New
IF
2190
IRON Financial
Illinois
$214K +$214K +789 New
AC
2191
AlphaCore Capital
California
$214K +$214K +789 New
CPW
2192
Crestmont Private Wealth
Texas
$213K +$213K +787 New
KFS
2193
Kelly Financial Services
Massachusetts
$213K +$271 +1 +0.1%
BWM
2194
Baron Wealth Management
Michigan
$212K +$212K +783 New
B
2195
Bellecapital
Switzerland
$212K +$212K +783 New
FFC
2196
First Financial Corp
Indiana
$211K -$13K -48 -6%
IWP
2197
Insight Wealth Partners
Texas
$211K +$211K +777 New
PSCM
2198
Per Stirling Capital Management
Texas
$210K +$210K +775 New
CP
2199
Castleview Partners
Texas
$210K -$271 -1 -0.1%
LOPW
2200
Live Oak Private Wealth
North Carolina
$210K +$210K +773 New
86 87
88
89 90