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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 %
HCA
826
Harbor Capital Advisors
Illinois
$3.17M +$76.8K +283 +2%
ACIM
827
Azimuth Capital Investment Management
Michigan
$3.17M +$2.71K +10 +0.1%
TCOT
828
Trust Company of Toledo
Ohio
$3.17M +$16.3K +60 +0.5%
LBC
829
Lowe Brockenbrough & Co
Virginia
$3.17M +$736K +2,715 +30%
BPWM
830
Badgley Phelps Wealth Managers
Washington
$3.16M +$326K +1,202 +12%
LT
831
Lindsell Train
United Kingdom
$3.15M – – –
MMPW
832
Mitchell McLeod Pugh & Williams
Alabama
$3.14M -$33.1K -122 -1%
ACP
833
Arcus Capital Partners
Georgia
$3.14M – – –
EHWM
834
Eads & Heald Wealth Management
Georgia
$3.14M -$232K -857 -7%
MNBTD
835
Moody National Bank Trust Division
Texas
$3.13M +$112K +413 +4%
BSA
836
Bull Street Advisors
Georgia
$3.13M -$6.78K -25 -0.2%
MPPLM
837
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.13M +$246K +906 +9%
Aristotle Capital Management
838
Aristotle Capital Management
California
$3.13M – – –
IAS
839
Investment Advisory Services
Texas
$3.12M -$452K -1,665 -13%
V
840
ValueWorks
New York
$3.1M -$40.4K -149 -1%
BFO
841
Boston Family Office
Massachusetts
$3.1M – – –
QI
842
QV Investors
Alberta, Canada
$3.1M +$16.3K +60 +0.5%
SPG
843
Strategic Planning Group
Utah
$3.08M +$152K +561 +5%
Impax Asset Management Group
844
Impax Asset Management Group
United Kingdom
$3.08M -$113K -417 -4%
FIM
845
Fruth Investment Management
Texas
$3.08M -$54.2K -200 -2%
SPC
846
Sigma Planning Corp
Michigan
$3.07M +$71.9K +265 +2%
PWP
847
Private Wealth Partners
California
$3.06M +$19K +70 +0.6%
GIA
848
Gladstone Institutional Advisory
Florida
$3.05M -$842K -3,104 -22%
VT
849
Vise Technologies
New York
$3.04M +$930K +3,428 +44%
VI
850
Vestcor Inc
New Brunswick, Canada
$3.04M – – –
32 33
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