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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 %
HIS
751
Horizon Investment Services
Indiana
$3.95M +$1.73M +6,385 +78%
TAM
752
Taurus Asset Management
New York
$3.93M -$3.06M -11,300 -44%
SIA
753
Schechter Investment Advisors
Michigan
$3.93M -$126K -465 -3%
TH
754
TCTC Holdings
Texas
$3.91M +$17.4K +64 +0.4%
NEAM
755
New England Asset Management
Connecticut
$3.91M -$274K -1,010 -7%
BCM
756
Buckhead Capital Management
Georgia
$3.89M -$234K -864 -6%
S
757
SignatureFD
Georgia
$3.88M +$8.95K +33 +0.2%
EF
758
Empowered Funds
Pennsylvania
$3.88M +$76.2K +281 +2%
SC
759
SouthState Corp
Florida
$3.87M +$117K +433 +3%
CII
760
Capital International Inc
California
$3.86M +$117K +432 +3%
GAM
761
Gotham Asset Management
New York
$3.85M +$606K +2,236 +19%
BWM
762
BNC Wealth Management
Oregon
$3.85M +$163K +602 +4%
CAM
763
Columbia Asset Management
Michigan
$3.84M +$76.2K +281 +2%
MFG
764
Merit Financial Group
Georgia
$3.83M +$140K +516 +4%
HIC
765
Hartline Investment Corp
Illinois
$3.82M +$879K +3,242 +30%
CWM
766
Compass Wealth Management
Connecticut
$3.82M -$250K -920 -6%
HG
767
Herbst Group
Connecticut
$3.81M +$206K +760 +6%
BFA
768
Brendel Financial Advisors
New Hampshire
$3.8M – – –
LWM
769
Lodestone Wealth Management
Washington
$3.79M -$38.2K -141 -1%
HH
770
Hilltop Holdings
Texas
$3.77M +$963K +3,552 +34%
BBA
771
BLB&B Advisors
Pennsylvania
$3.77M +$671K +2,474 +22%
NRG
772
Nemes Rush Group
Michigan
$3.76M -$22.8K -100 -0.6%
PMG
773
ProVise Management Group
Florida
$3.76M -$29.8K -110 -0.8%
CNBT
774
Canandaigua National Bank & Trust
New York
$3.76M -$108K -397 -3%
TPCW
775
TD Private Client Wealth
New York
$3.74M +$236K +870 +7%
29 30
31
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