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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 %
WKWM
951
Walter & Keenan Wealth Management
Indiana
$2.33M +$3.25K +12 +0.1%
RIL
952
Rothschild Investment LLC
Illinois
$2.33M -$11.7K -43 -0.5%
MGIA
953
Moneta Group Investment Advisors
Missouri
$2.32M -$138K -508 -6%
IA
954
IFG Advisory
Georgia
$2.32M -$13.8K -51 -0.6%
PWM
955
Pinnacle Wealth Management
California
$2.32M -$64K -236 -3%
IAMOG
956
Investors Asset Management of Georgia
Georgia
$2.31M – – –
WWM
957
Western Wealth Management
Colorado
$2.31M +$277K +1,023 +14%
Capstone Investment Advisors
958
Capstone Investment Advisors
New York
$2.31M +$1.76M +6,488 +322%
BB
959
Berkshire Bank
Massachusetts
$2.3M +$10K +37 +0.4%
Nomura Holdings
960
Nomura Holdings
Japan
$2.3M -$12.8M -47,135 -85%
AG
961
AlTi Global
New York
$2.29M -$268K -988 -10%
HR
962
Hardy Reed
Mississippi
$2.29M +$62.1K +229 +3%
JWM
963
Jackson Wealth Management
Florida
$2.28M +$2.28M +8,405 New
PWP
964
Principle Wealth Partners
Connecticut
$2.27M – – –
SAG
965
SageView Advisory Group
California
$2.27M -$701K -2,584 -24%
AA
966
ALPS Advisors
Colorado
$2.27M -$527K -1,944 -19%
BFA
967
Beaumont Financial Advisors
Massachusetts
$2.27M -$99.8K -368 -4%
FFO
968
Fiduciary Family Office
Florida
$2.26M -$58K -214 -3%
SIAG
969
Signet Investment Advisory Group
Rhode Island
$2.26M -$5.97K -22 -0.3%
PCG
970
Prosperity Consulting Group
Maryland
$2.26M -$565K -2,084 -20%
OLVIG
971
Oliver Lagore Vanvalin Investment Group
Michigan
$2.24M – – –
LFG
972
Lazard Frères Gestion
France
$2.23M – – –
CS
973
Cannell & Spears
New York
$2.23M +$52.6K +194 +2%
SEC
974
Seven Eight Capital
New York
$2.22M +$2.22M +8,193 New
EWM
975
Empirical Wealth Management
Washington
$2.21M +$34.4K +127 +2%
37 38
39
40 41