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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 %
OPCM
976
Osborne Partners Capital Management
California
$2.2M -$271 -1 -0%
PA
977
Procyon Advisors
Connecticut
$2.19M +$814 +3 +0%
SWA
978
SOA Wealth Advisors
New York
$2.18M +$56.7K +209 +3%
DIP
979
Davis Investment Partners
North Carolina
$2.17M +$11.4K +42 +0.5%
IA
980
IFP Advisors
Florida
$2.17M +$44.7K +165 +2%
ATPW
981
Ashton Thomas Private Wealth
Arizona
$2.16M +$21.2K +78 +1%
TFCM
982
Taylor Frigon Capital Management
Arizona
$2.16M -$57K -210 -3%
MAM
983
Magellan Asset Management
Australia
$2.14M -$2.65M -9,769 -55%
P
984
Pitcairn
Pennsylvania
$2.13M -$327K -1,207 -13%
MA
985
Mutual Advisors
Nebraska
$2.12M +$214K +794 +11%
ACA
986
Aptus Capital Advisors
Alabama
$2.12M +$376K +1,387 +22%
RT
987
Rockland Trust
Massachusetts
$2.1M -$570K -2,103 -21%
BHPW
988
Beverly Hills Private Wealth
California
$2.1M -$321K -1,184 -13%
BHBT
989
Burke & Herbert Bank & Trust
Virginia
$2.1M -$2.98K -11 -0.1%
HIC
990
Holderness Investments Company
North Carolina
$2.09M +$59.1K +218 +3%
CNBTD
991
Citizens National Bank Trust Department
Mississippi
$2.08M -$93K -343 -4%
PAM
992
Palisade Asset Management
Minnesota
$2.08M +$29K +107 +1%
EM
993
Excalibur Management
Massachusetts
$2.07M -$8.14K -30 -0.4%
IP
994
Intellectus Partners
California
$2.05M -$36.9K -136 -2%
RCM
995
RMR Capital Management
California
$2.05M – – –
DA
996
Dover Advisors
Virginia
$2.05M -$25.5K -94 -1%
OFS
997
Oldfather Financial Services
Nebraska
$2.04M +$4.07K +15 +0.2%
LFAS
998
Level Four Advisory Services
Texas
$2.03M +$588K +2,176 +41%
EAM
999
Eagle Asset Management
Florida
$2.03M +$475K +1,651 +31%
TFS
1000
Thoroughbred Financial Services
Tennessee
$2.03M -$39.9K -147 -2%
38 39
40
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