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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 %
HTC
701
Haverford Trust Company
Pennsylvania
$4.76M -$31.5K -116 -0.7%
MC
702
Mathes Company
New York
$4.74M -$51.5K -190 -1%
IGAM
703
iA Global Asset Management
Quebec, Canada
$4.74M +$2.42M +8,939 +105%
IG
704
ING Group
Netherlands
$4.73M -$6.03M -22,227 -56%
PNC
705
Park National Corp
Ohio
$4.73M -$92.2K -340 -2%
LOAMS
706
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.73M +$438K +1,615 +10%
BFA
707
Bill Few Associates
Pennsylvania
$4.66M +$53.7K +198 +1%
RCA
708
Resonant Capital Advisors
Wisconsin
$4.64M +$34.2K +126 +0.7%
SSW
709
Stone Summit Wealth
Florida
$4.6M -$132K -487 -3%
PTCG
710
Pring Turner Capital Group
California
$4.59M -$8.68K -32 -0.2%
AWM
711
Avior Wealth Management
Nebraska
$4.59M -$114K -422 -2%
BRWA
712
B. Riley Wealth Advisors
Florida
$4.58M -$77.4K -286 -2%
AC
713
Arjuna Capital
North Carolina
$4.58M -$1.77M -6,513 -28%
KRSITF
714
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.51M -$461K -1,700 -9%
DAS
715
Dynamic Advisor Solutions
Arizona
$4.5M +$1.02M +3,772 +29%
GL
716
GHE LLC
Tennessee
$4.5M +$4.5M +16,574 New
HWAM
717
Hennion & Walsh Asset Management
New Jersey
$4.49M -$35.8K -132 -0.8%
PAS
718
Park Avenue Securities
New York
$4.45M +$120K +441 +3%
WA
719
WP Advisors
California
$4.44M -$370K -1,364 -8%
PAM
720
Panagora Asset Management
Massachusetts
$4.39M +$2.74M +10,089 +165%
GPFA
721
Game Plan Financial Advisors
Ohio
$4.38M +$2.23M +8,223 +104%
BAM
722
Brave Asset Management
New Jersey
$4.34M – – –
TMAM
723
Tokio Marine Asset Management
Japan
$4.34M +$213K +786 +5%
BG
724
BDF Gestion
France
$4.33M – – –
MLL
725
Moody Lynn & Lieberson
Massachusetts
$4.33M -$86.8K -320 -2%
27 28
29
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