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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 %
PI
1076
PFG Investments
New York
$1.69M -$68.6K -253 -4%
DI
1077
Diligent Investors
California
$1.69M +$271 +1 +0%
WTA
1078
Washington Trust Advisors
Massachusetts
$1.68M – – –
IA
1079
Insight Advisors
Pennsylvania
$1.67M -$64.3K -237 -4%
SGI
1080
Summit Global Investments
Utah
$1.67M -$432K -1,592 -21%
AWM
1081
Axxcess Wealth Management
California
$1.66M +$681K +2,510 +69%
AWC
1082
Abundance Wealth Counselors
Pennsylvania
$1.66M -$55.3K -204 -3%
WBC
1083
Westpac Banking Corp
Australia
$1.65M +$53.2K +196 +3%
YIA
1084
YHB Investment Advisors
Connecticut
$1.65M +$33.9K +125 +2%
ONB
1085
Old National Bancorp
Indiana
$1.65M +$250K +920 +18%
FWCM
1086
Ferguson Wellman Capital Management
Oregon
$1.64M +$13.6K +50 +0.8%
MYLI
1087
Meiji Yasuda Life Insurance
Japan
$1.64M -$2.77M -10,214 -63%
WC
1088
Weil Company
California
$1.64M – – –
MIA
1089
MainStreet Investment Advisors
Illinois
$1.63M -$235K -868 -13%
CB
1090
Community Bank
New York
$1.63M -$13.6K -50 -0.8%
BOH
1091
Bank of Hawaii
Hawaii
$1.63M -$56.1K -207 -3%
MPWS
1092
McCarter Private Wealth Services
Massachusetts
$1.63M +$1.63M +5,994 New
MFG
1093
Monte Financial Group
Connecticut
$1.62M -$275K -1,013 -14%
GS
1094
GTS Securities
New York
$1.62M +$64.5K +238 +4%
WFC
1095
Western Financial Corp
California
$1.61M +$359K +1,322 +29%
MG
1096
Mather Group
Illinois
$1.61M -$804K -2,963 -33%
PFS
1097
Prospera Financial Services
Texas
$1.61M -$12.2K -45 -0.8%
FCG
1098
Fielder Capital Group
Tennessee
$1.6M +$22K +81 +1%
FHA
1099
Flagship Harbor Advisors
Massachusetts
$1.6M +$1.6M +5,913 New
FFA
1100
Farther Finance Advisors
California
$1.6M +$469K +1,730 +41%
42 43
44
45 46