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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 %
BONH
926
Bank of New Hampshire
New Hampshire
$2.46M +$142K +524 +6%
MCM
927
Mengis Capital Management
Oregon
$2.46M – – –
PH
928
Pinnacle Holdings
Oklahoma
$2.45M -$15.7K -58 -0.6%
PWA
929
Provenance Wealth Advisors
Florida
$2.44M -$19.3K -71 -0.8%
FNT
930
First National Trust
Pennsylvania
$2.43M -$72.4K -267 -3%
BOS
931
Bank of Stockton
California
$2.43M -$327K -1,206 -12%
I
932
INVST
Indiana
$2.43M -$14.1K -52 -0.6%
WIC
933
Woodmont Investment Counsel
Tennessee
$2.42M -$36.6K -135 -1%
VWM
934
Vivid Wealth Management
Iowa
$2.41M +$224K +826 +10%
AIM
935
Anchor Investment Management
South Carolina
$2.41M -$2.71K -10 -0.1%
FIM
936
Freedom Investment Management
Connecticut
$2.41M -$15.5K -57 -0.6%
RWM
937
Ritholtz Wealth Management
New York
$2.4M +$200K +739 +9%
CBA
938
Coastal Bridge Advisors
Connecticut
$2.4M -$4.07K -15 -0.2%
LSAG
939
Lake Street Advisors Group
New Hampshire
$2.39M -$12.2K -45 -0.5%
DEA
940
DoubleLine ETF Adviser
Florida
$2.39M -$198K -731 -8%
SWMG
941
Signature Wealth Management Group
Georgia
$2.38M +$5.97K +22 +0.3%
CAG
942
Csenge Advisory Group
Florida
$2.37M -$107K -388 -4%
FNBT
943
FineMark National Bank & Trust
Florida
$2.37M -$44.7K -165 -2%
ZF
944
Zhang Financial
Michigan
$2.37M +$101K +373 +4%
FDS
945
First Dallas Securities
Texas
$2.36M -$541K -1,994 -19%
ACM
946
Accent Capital Management
Ohio
$2.36M +$1.68M +6,194 +248%
BAM
947
Belpointe Asset Management
Nevada
$2.35M +$1.63M +6,000 +224%
AA
948
Argent Advisors
Louisiana
$2.34M -$8.95K -33 -0.4%
HCMG
949
Howard Capital Management Group
California
$2.34M – – –
ISL
950
Ingalls & Snyder LLC
New York
$2.33M +$34.4K +127 +1%
36 37
38
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