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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 %
LCAM
576
Long Corridor Asset Management
Hong Kong
$6.78M – – –
SFI
577
Siemens Fonds Invest
Germany
$6.75M -$165K -608 -2%
OIA
578
OneDigital Investment Advisors
Kansas
$6.74M -$480K -1,771 -7%
BF
579
BOK Financial
Oklahoma
$6.73M -$44.3K -165 -0.7%
WS
580
Wedbush Securities
California
$6.72M -$957K -3,529 -12%
AAS
581
Avantax Advisory Services
Texas
$6.71M +$578K +2,133 +9%
WPW
582
Warther Private Wealth
Ohio
$6.71M -$1.28M -4,710 -16%
NW
583
NewEdge Wealth
Pennsylvania
$6.68M +$2.01M +7,416 +43%
MWA
584
MFA Wealth Advisors
Pennsylvania
$6.66M +$6.58M +24,278 +8,640%
RC
585
Roundview Capital
New Jersey
$6.65M -$284K -1,048 -4%
NIM
586
NEOS Investment Management
Connecticut
$6.64M +$1.32M +4,872 +25%
IMCOOI
587
Investment Management Corp of Ontario (IMCO)
Canada
$6.63M +$1.68M +6,200 +34%
HI
588
Hendershot Investments
Virginia
$6.61M -$1.06M -3,900 -14%
VVP
589
Venture Visionary Partners
Ohio
$6.58M -$157K -580 -2%
FTDI
590
First Trust Direct Indexing
Massachusetts
$6.57M +$900K +3,319 +16%
MWM
591
Moran Wealth Management
Florida
$6.47M +$6.47M +23,854 New
BAM
592
Bell Asset Management
Australia
$6.46M -$3.43M -12,630 -35%
WCM
593
Wisconsin Capital Management
Wisconsin
$6.45M +$3.25K +12 +0.1%
PWMAG
594
Pinnacle Wealth Management Advisory Group
New Jersey
$6.43M +$102K +377 +2%
CFSG
595
Community Financial Services Group
Vermont
$6.38M -$70.8K -261 -1%
CWM
596
Concentric Wealth Management
California
$6.38M -$232K -854 -4%
SF
597
Synovus Financial
Georgia
$6.37M +$232K +856 +4%
TCOV
598
Trust Company of Vermont
Vermont
$6.36M +$153K +565 +2%
PIM
599
Plato Investment Management
Australia
$6.35M +$282K +1,041 +5%
EOJOAM
600
E. Ohman J:or Asset Management
Sweden
$6.35M -$325K -1,200 -5%
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