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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 %
UAS
1251
United Asset Strategies
New York
$1.19M -$56.1K -207 -5%
BDFN
1252
Bond & Devick Financial Network
Minnesota
$1.19M +$5.42K +20 +0.5%
SC
1253
Schulhoff & Co
Ohio
$1.19M – – –
GIM
1254
Guardian Investment Management
California
$1.18M – – –
BFC
1255
Bedel Financial Consulting
Indiana
$1.18M +$1.36K +5 +0.1%
RDWM
1256
Red Door Wealth Management
Tennessee
$1.18M – – –
LCM
1257
Landscape Capital Management
New Jersey
$1.18M +$1.18M +4,334 New
PWM
1258
Proathlete Wealth Management
Florida
$1.17M +$2.17K +8 +0.2%
OCM
1259
Orleans Capital Management
Louisiana
$1.17M -$13.6K -50 -1%
WI
1260
WBI Investments
New Jersey
$1.17M +$1.17M +4,310 New
SFS
1261
Solitude Financial Services
Virginia
$1.15M +$2.71K +10 +0.2%
AB
1262
Atlas Brown
Kentucky
$1.15M -$45K -166 -4%
PA
1263
Promethium Advisors
Maryland
$1.15M +$1.15M +4,226 New
CAMG
1264
CWA Asset Management Group
Florida
$1.15M +$1.15M +4,225 New
WSC
1265
Wellington Shields & Co
New York
$1.14M – – –
BIM
1266
Baldwin Investment Management
Pennsylvania
$1.14M +$27.1K +100 +2%
LWM
1267
Lyell Wealth Management
California
$1.14M – – –
CMANY
1268
Capital Management Associates (New York)
New York
$1.14M – – –
SIC
1269
Salem Investment Counselors
North Carolina
$1.14M – – –
PSFG
1270
Prairie Sky Financial Group
Illinois
$1.13M – – –
WB
1271
WesBanco Bank
West Virginia
$1.13M +$170K +627 +18%
BMA
1272
Brooks Moore & Associates
Tennessee
$1.13M – – –
JPWM
1273
Jamison Private Wealth Management
Georgia
$1.13M +$271 +1 +0%
ANB
1274
Amarillo National Bank
Texas
$1.13M – – –
SRL
1275
Scientech Research LLC
New Jersey
$1.13M +$1.13M +4,150 New
49 50
51
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