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American Express
AXP

Overview Fund Activity

2,429 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, 889 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,429
Holders Change
+109
Holders Change %
+4.7%
% of All Funds
35.14%
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
889
Closed
95
Calls
$3.08B
Puts
$2.77B
Net Calls
+$318M
Net Calls Change
+$70.2M

Top Buyers

1
CWP
1
Capital Wealth Planning
Florida
$337M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.98B
3
BlackRock
3
BlackRock
New York
$11.5B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$148M
5
AIM
5
Alphinity Investment Management
Australia
$835M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.36B
2
SWM
2
Scissortail Wealth Management
Oklahoma
$818K
3
Lazard Asset Management
3
Lazard Asset Management
New York
$456M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
AGA
2501
Arkos Global Advisors
Texas
– -$215K -927 Closed
DCM
2502
Driehaus Capital Management
Illinois
– -$214K -924 Closed
AIA
2503
Allied Investment Advisors
Montana
– -$208K -900 Closed
MWM
2504
Marietta Wealth Management
Georgia
– -$208K -900 Closed
KWA
2505
Kellett Wealth Advisors
Ohio
– -$208K -898 Closed
GCIM
2506
Gunn & Company Investment Management
Florida
– -$202K -874 Closed
RFA
2507
Register Financial Advisors
Georgia
– -$121K -521 Closed
MFG
2508
Mosaic Financial Group
Illinois
– -$118K -509 Closed
CL
2509
CSS LLC
Illinois
– -$116K -500 Closed
SP
2510
SWS Partners
Ohio
– -$77.2K -333 Closed
MS
2511
Mizuho Securities
Japan
– -$74.1K -320 Closed
PIS
2512
POM Investment Strategies
North Carolina
– -$42.4K -183 Closed
SA
2513
Scarborough Advisors
Maryland
– -$33.6K -145 Closed
FRA
2514
Front Row Advisors
California
– -$22.7K -98 Closed
WIA
2515
Wetzel Investment Advisors
Indiana
– -$18.3K -80 Closed
CC
2516
Cypress Capital
Tennessee
– -$16K -69 Closed
FW
2517
Fairway Wealth
Ohio
– -$9.03K -39 Closed
EC
2518
Elequin Capital
New York
– -$8.8K -38 Closed
TWP
2519
Triad Wealth Partners
Kansas
– -$8.35K -36 Closed
DMIC
2520
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$8.1K -35 Closed
TCCM
2521
Timber Creek Capital Management
Massachusetts
– -$8.1K -35 Closed
LIA
2522
Lynx Investment Advisory
District of Columbia
– -$2.78K -12 Closed
TJHA
2523
Thomas J. Herzfeld Advisors
Florida
– -$2.32K -10 Closed
RWMG
2524
Redwood Wealth Management Group
New Jersey
– -$2.08K -9 Closed
SFCL
2525
Strengthening Families & Communities LLC
Massachusetts
– -$2K -8 Closed
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