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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 %
CIA
851
Concurrent Investment Advisors
Florida
$3.04M +$198K +731 +7%
GSC
852
G&S Capital
Colorado
$3.03M +$1.26M +4,656 +71%
GWMIA
853
Global Wealth Management Investment Advisory
Florida
$3.03M -$764K -2,819 -20%
ST
854
Smithfield Trust
Pennsylvania
$3.02M +$1.26M +4,646 +72%
FA
855
Fiduciary Alliance
South Carolina
$3.02M +$2.76M +10,183 +1,070%
IVP
856
Intrinsic Value Partners
Arizona
$3.01M -$769K -2,836 -20%
DWM
857
Diversify Wealth Management
Utah
$3M -$1.22M -4,501 -29%
GFA
858
Gifford Fong Associates
California
$2.98M – – –
SWP
859
Strategic Wealth Partners
Ohio
$2.97M +$26.6K +98 +0.9%
LTAS
860
Linden Thomas Advisory Services
North Carolina
$2.97M +$500K +1,845 +20%
FMWA
861
Forvis Mazars Wealth Advisors
Missouri
$2.96M -$1.19M -4,404 -29%
PDM
862
Penn Davis McFarland
Texas
$2.94M +$2.94M +10,852 New
PFA
863
Peak Financial Advisors
Colorado
$2.94M +$2.94M +10,836 New
PCS
864
Personal CFO Solutions
New Jersey
$2.94M -$410K -1,513 -12%
DRS
865
Deane Retirement Strategies
Louisiana
$2.93M -$11.4K -42 -0.4%
FHA
866
First Horizon Advisors
Tennessee
$2.89M +$707K +2,608 +32%
GLR
867
Great Lakes Retirement
Ohio
$2.88M +$48.3K +178 +2%
QI
868
Qtron Investments
Massachusetts
$2.88M +$287K +1,057 +11%
DF
869
Donoghue Forlines
Massachusetts
$2.88M +$469K +1,729 +19%
JSSH
870
J. Safra Sarasin Holding
$2.87M -$90K -332 -3%
ALAM
871
Asahi Life Asset Management
Japan
$2.86M +$492K +1,813 +21%
IWA
872
Icon Wealth Advisors
Texas
$2.86M -$32K -118 -1%
FB
873
Fulton Bank
Pennsylvania
$2.86M +$4.88K +18 +0.2%
SJIM
874
St. Johns Investment Management
Florida
$2.85M -$94.4K -348 -3%
GC
875
Guardian Capital
Ontario, Canada
$2.82M – – –
33 34
35
36 37