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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 %
PS
776
Principal Securities
Iowa
$3.73M +$324K +1,193 +9%
EWM
777
Evercore Wealth Management
New York
$3.71M -$152K -560 -4%
TBA
778
Tower Bridge Advisors
Pennsylvania
$3.7M – – –
TIAAOA
779
Teachers Insurance & Annuity Association of America
New York
$3.67M +$3.67M +13,535 New
JCM
780
Jacobi Capital Management
Pennsylvania
$3.66M +$39.3K +145 +1%
MAS
781
Meeder Advisory Services
Ohio
$3.66M +$108K +400 +3%
GD
782
Grandfield & Dodd
New York
$3.66M +$3.53K +13 +0.1%
CFGS
783
Concourse Financial Group Securities
Alabama
$3.64M -$106K -391 -3%
TA
784
Townsend & Associates
Colorado
$3.64M +$33.6K +124 +0.9%
HCM
785
Hodges Capital Management
Texas
$3.64M -$766K -2,823 -17%
SSWM
786
Smith Salley Wealth Management
North Carolina
$3.57M -$7.32K -27 -0.2%
GSB
787
Greenfield Savings Bank
Massachusetts
$3.57M +$3.25K +12 +0.1%
AWM
788
AE Wealth Management
Kansas
$3.57M -$493K -1,819 -12%
AWM
789
Apollon Wealth Management
South Carolina
$3.5M +$127K +467 +4%
PA
790
Profund Advisors
Maryland
$3.49M +$22.2K +82 +0.6%
CC
791
Chicago Capital
Illinois
$3.49M +$74.9K +276 +2%
WB
792
Webster Bank
Connecticut
$3.47M -$239K -880 -6%
QCG
793
Quadrant Capital Group
Ohio
$3.46M +$18.4K +68 +0.5%
JWCA
794
J.W. Cole Advisors
Florida
$3.45M +$508K +1,874 +17%
CCG
795
Ceeto Capital Group
Florida
$3.45M – – –
ILI
796
Invesco LLC (Illinois)
Illinois
$3.43M -$29.8K -110 -0.9%
MOS
797
MGO One Seven
Ohio
$3.43M +$1.77M +6,538 +107%
TW
798
Trajan Wealth
Arizona
$3.42M +$486K +1,792 +17%
COI
799
Connable Office Inc
Michigan
$3.42M +$14.4K +53 +0.4%
CC
800
Centiva Capital
New York
$3.39M -$1.73M -6,391 -34%
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