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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 %
LJCM
726
Lee Johnson Capital Management
Texas
$4.29M +$4.29M +15,820 New
SVWAG
727
Sound View Wealth Advisors Group
Georgia
$4.29M +$843K +3,110 +24%
VFA
728
Valeo Financial Advisors
Indiana
$4.27M +$33.1K +122 +0.8%
EFMC
729
Empire Financial Management Company
New York
$4.22M -$2.71K -10 -0.1%
KCM
730
Kerusso Capital Management
North Carolina
$4.2M +$253K +934 +6%
FIA
731
Foundations Investment Advisors
Arizona
$4.19M +$779K +2,871 +23%
LC
732
Lincoln Capital
Nebraska
$4.16M -$71.9K -265 -2%
GRQ
733
Gardner Russo & Quinn
Pennsylvania
$4.16M -$199K -734 -5%
MIH
734
Meitav Investment House
Israel
$4.13M +$28.8K +111 +0.7%
BFIM
735
Beese Fulmer Investment Management
Ohio
$4.12M -$44.2K -163 -1%
LAM
736
L2 Asset Management
Massachusetts
$4.12M +$1.5M +5,537 +57%
SWA
737
Strata Wealth Advisors
Texas
$4.1M -$55.1K -203 -1%
CCA
738
Catalyst Capital Advisors
New York
$4.1M +$4.1M +15,101 New
WC
739
Wynn Capital
Georgia
$4.07M +$41.2K +152 +1%
GIM
740
Goelzer Investment Management
Indiana
$4.04M -$125K -461 -3%
KCM
741
Kanawha Capital Management
Virginia
$4.04M -$83.5K -308 -2%
CP
742
CenterBook Partners
Connecticut
$4.01M -$284K -1,046 -7%
CWI
743
Conscious Wealth Investments
Florida
$4.01M -$42K -155 -1%
BBWA
744
Bell & Brown Wealth Advisors
California
$3.99M -$17.6K -65 -0.4%
PI
745
Pettee Investors
Connecticut
$3.99M – – –
BFA
746
Benedict Financial Advisors
Georgia
$3.97M +$46.6K +172 +1%
CIP
747
Chartwell Investment Partners
Pennsylvania
$3.96M +$194K +716 +5%
CCM
748
Coldstream Capital Management
Washington
$3.96M +$384K +1,413 +11%
ACP
749
Aviance Capital Partners
Florida
$3.96M +$41.5K +153 +1%
WAC
750
William Allan Corp
Colorado
$3.95M -$38.2K -141 -1%
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