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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 %
IPW
901
Inlet Private Wealth
Florida
$2.64M – – –
WWM
902
Wolff Wiese Magana
California
$2.62M +$36.9K +136 +1%
FSA
903
Financial Security Advisor
Virginia
$2.62M -$41.8K -154 -2%
KC
904
Knuff & Co
California
$2.62M – – –
MHIC
905
Marble Harbor Investment Counsel
Massachusetts
$2.6M -$6.78K -25 -0.3%
EW
906
Evoke Wealth
California
$2.6M +$2.6M +9,573 New
PT
907
Plimoth Trust
Massachusetts
$2.59M -$102K -377 -4%
TBNY
908
Trustco Bank (New York)
New York
$2.58M -$48.8K -180 -2%
HI
909
Horizon Investments
North Carolina
$2.57M -$299K -1,105 -10%
HFM
910
Hartford Funds Management
Pennsylvania
$2.55M +$62.6K +231 +3%
ECM
911
Evergreen Capital Management
Washington
$2.55M +$68.3K +252 +3%
IFWM
912
Institute for Wealth Management
Colorado
$2.54M -$4.88K -18 -0.2%
TC
913
TAGStone Capital
North Carolina
$2.54M +$30.6K +113 +1%
HSA
914
HBK Sorce Advisory
Pennsylvania
$2.53M +$118K +435 +5%
BIA
915
Beacon Investment Advisors
Maryland
$2.53M – – –
CPSC
916
Carl P. Sherr & Co
Massachusetts
$2.52M -$26.8K -99 -1%
MC
917
Moors & Cabot
Massachusetts
$2.52M +$26K +96 +1%
ACL
918
Applied Capital LLC
Florida
$2.51M -$19K -70 -0.8%
PFBT
919
Parkside Financial Bank & Trust
Missouri
$2.51M +$158K +582 +7%
SYBT
920
Stock Yards Bank & Trust
Kentucky
$2.5M -$39.6K -146 -2%
MPWT
921
MassMutual Private Wealth & Trust
Connecticut
$2.5M +$149K +549 +6%
NFA
922
Northern Financial Advisors
Michigan
$2.49M +$25.5K +94 +1%
EAM
923
EFG Asset Management
Oregon
$2.48M -$107K -393 -4%
MWM
924
Mindset Wealth Management
Indiana
$2.47M +$2.47M +9,105 New
BCM
925
Bridgeway Capital Management
Texas
$2.47M -$81.4K -300 -3%
35 36
37
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