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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 %
BIMC
626
Benson Investment Management Company
Virginia
$5.95M -$3.8K -14 -0.1%
ASN
627
Advisory Services Network
Georgia
$5.92M – – –
GHAM
628
Gilman Hill Asset Management
Connecticut
$5.91M +$422K +1,555 +8%
AIM
629
Artemis Investment Management
United Kingdom
$5.89M -$34.2M -126,061 -85%
SFA
630
Sequoia Financial Advisors
Ohio
$5.85M +$2.44M +9,000 +72%
MAM
631
Milestone Asset Management
Pennsylvania
$5.84M +$1.19M +4,390 +26%
HLCM
632
Hi-Line Capital Management
South Dakota
$5.84M -$7.4M -27,285 -56%
FG
633
Fiduciary Group
Georgia
$5.82M -$27.7K -102 -0.5%
GT
634
Greenleaf Trust
Michigan
$5.81M +$22K +81 +0.4%
EWA
635
EP Wealth Advisors
California
$5.8M -$79.7K -294 -1%
CIM
636
Chapman Investment Management
California
$5.8M +$65.1K +240 +1%
OAM
637
Oppenheimer Asset Management
New York
$5.78M +$11.9K +44 +0.2%
FSA
638
Fort Sheridan Advisors
Illinois
$5.74M – – –
OAC
639
OMERS Administration Corp
Ontario, Canada
$5.73M -$190K -700 -3%
OBAM
640
ODDO BHF Asset Management
France
$5.7M +$5.7M +21,015 New
SWM
641
Salvus Wealth Management
New Jersey
$5.65M -$289K -1,064 -5%
NG
642
Northstar Group
New York
$5.63M – – –
TLP
643
Trinity Legacy Partners
Texas
$5.62M -$416K -1,503 -7%
FHB
644
First Hawaiian Bank
Hawaii
$5.61M +$880K +3,243 +19%
NG
645
Norden Group
Utah
$5.6M +$5.17M +19,054 +1,202%
SI
646
Stephens Inc
Arkansas
$5.58M -$20.3K -75 -0.4%
IAM
647
Impact Asset Management
$5.57M +$5.57M +20,550 New
EF
648
Empirical Finance
Pennsylvania
$5.54M +$94.1K +347 +2%
KSWA
649
Kathleen S. Wright Associates
Pennsylvania
$5.53M – – –
GPTE
650
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.46M – – –
24 25
26
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