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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 %
BO
1051
Bank OZK
Arkansas
$1.81M -$14.1K -52 -0.8%
SSA
1052
Schonfeld Strategic Advisors
New York
$1.81M -$13M -47,867 -88%
PTC
1053
Private Trust Company
Ohio
$1.8M +$273K +1,007 +18%
DWP
1054
Daymark Wealth Partners
Ohio
$1.8M +$6.33K +356 +0.4%
AG
1055
Ascent Group
Virginia
$1.8M +$138K +509 +8%
JSW
1056
Journey Strategic Wealth
New Jersey
$1.79M +$255K +942 +17%
ML
1057
McAdam LLC
Pennsylvania
$1.79M -$166K -613 -9%
FFM
1058
Forum Financial Management
Illinois
$1.79M +$271 +1 +0%
UFF
1059
USA Financial Formulas
Michigan
$1.78M +$36.3K +134 +2%
FPAS
1060
Focus Partners Advisor Solutions
Missouri
$1.78M +$48.5K +179 +3%
VWM
1061
Venturi Wealth Management
Texas
$1.78M +$71.6K +264 +4%
GC
1062
GFG Capital
Florida
$1.77M +$43.3K +253 +3%
RIM
1063
Redwood Investment Management
Arizona
$1.76M -$131K -484 -7%
CWM
1064
Chesapeake Wealth Management
Virginia
$1.76M -$16.5K -61 -0.9%
RCM
1065
RB Capital Management
Nevada
$1.76M +$346K +1,274 +24%
GG
1066
Greenwood Gearhart
Arkansas
$1.76M -$6.78K -25 -0.4%
AR
1067
Advisory Research
Illinois
$1.76M -$116K -429 -6%
SF
1068
Symphony Financial
Texas
$1.75M -$75.1K -277 -4%
APW
1069
Aurora Private Wealth
New Jersey
$1.75M +$27.9K +103 +2%
BMCM
1070
Bryn Mawr Capital Management
Pennsylvania
$1.73M -$97.6K -360 -5%
SCI
1071
S&CO Inc
Massachusetts
$1.73M – – –
PGWM
1072
Parisi Gray Wealth Management
New Jersey
$1.72M +$1.36K +5 +0.1%
BB
1073
Busey Bank
Illinois
$1.7M +$8.41K +31 +0.5%
LDB
1074
Lee, Danner & Bass
Tennessee
$1.7M +$61K +225 +4%
SWA
1075
Stratos Wealth Advisors
Ohio
$1.69M -$10K -37 -0.6%
41 42
43
44 45