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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 %
LNB
1126
Ledyard National Bank
$1.52M -$33.4K -123 -2%
JWCA
1127
J.W. Coons Advisors
Ohio
$1.52M -$36.6K -135 -2%
MCM
1128
Manchester Capital Management
Vermont
$1.51M +$293K +1,081 +24%
NWM
1129
Northcape Wealth Management
New York
$1.51M – – –
SCM
1130
Sirios Capital Management
Massachusetts
$1.51M -$782K -2,885 -34%
WC
1131
Woodstock Corp
Massachusetts
$1.51M -$40.7K -150 -3%
SB
1132
Simmons Bank
Arkansas
$1.51M +$542 +2 +0%
SC
1133
Syon Capital
California
$1.51M -$4.07K -15 -0.3%
PVI
1134
Pine Valley Investments
New Jersey
$1.5M -$6.51K -24 -0.4%
HCM
1135
Highview Capital Management
Illinois
$1.5M +$69.7K +257 +5%
TPW
1136
Transatlantique Private Wealth
New York
$1.5M -$469K -1,730 -24%
DAS
1137
Diversify Advisory Services
Utah
$1.5M +$7.63K +28 +0.5%
CA
1138
Crewe Advisors
Utah
$1.5M -$4.34K -16 -0.3%
KCM
1139
KRS Capital Management
Michigan
$1.5M +$56.7K +209 +4%
LWANC
1140
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.5M -$5.15K -19 -0.3%
CFGA
1141
Cambridge Financial Group (Arizona)
Arizona
$1.5M -$122K -450 -8%
IA
1142
Icon Advisers
Colorado
$1.49M – – –
CP
1143
Cumberland Partners
Ontario, Canada
$1.49M +$949K +3,500 +175%
CFG
1144
Carr Financial Group
Massachusetts
$1.48M +$4.61K +17 +0.3%
SP
1145
Stonebrook Private
Michigan
$1.48M -$68.1K -251 -4%
SIA
1146
Strategic Investment Advisors
Michigan
$1.48M -$59.4K -219 -4%
LKIM
1147
Lawson Kroeker Investment Management
Nebraska
$1.48M – – –
ABWM
1148
Alpine Bank Wealth Management
Colorado
$1.48M +$1.48M +5,445 New
SI
1149
Saxon Interests
Texas
$1.48M +$147K +541 +11%
ST
1150
Spinnaker Trust
Maine
$1.48M -$601K -2,215 -29%
44 45
46
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