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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 %
EIM
1276
Essex Investment Management
Massachusetts
$1.12M – – –
BMC
1277
Benin Management Corp
Connecticut
$1.12M -$29.3K -108 -3%
ANBT
1278
American National Bank & Trust
Texas
$1.12M – – –
GL
1279
Graypoint LLC
New York
$1.11M +$87.1K +321 +8%
PAM
1280
Paradigm Asset Management
New York
$1.11M – – –
CT
1281
Colonial Trust
South Carolina
$1.11M +$44.5K +164 +4%
AWA
1282
Aaron Wealth Advisors
Illinois
$1.1M +$103K +381 +10%
MWM
1283
Modern Wealth Management
Kansas
$1.1M +$20.6K +76 +2%
EWM
1284
Evermay Wealth Management
Virginia
$1.1M – – –
MAM
1285
Morse Asset Management
Connecticut
$1.1M – – –
PWPS
1286
Pinnacle Wealth Planning Services
Ohio
$1.09M -$69.7K -257 -6%
EI
1287
Ellevest Inc
New York
$1.09M -$18.4K -68 -2%
IIM
1288
Ipswich Investment Management
Massachusetts
$1.09M – – –
SB
1289
Sunflower Bank
Texas
$1.09M +$43.9K +162 +4%
WA
1290
WBH Advisory
Maryland
$1.08M -$33.4K -123 -3%
AIM
1291
Alhambra Investment Management
Florida
$1.08M -$6.78K -25 -0.6%
EAM
1292
Evanson Asset Management
California
$1.08M +$271 +1 +0%
FAFN
1293
First Affirmative Financial Network
Colorado
$1.08M -$88.1K -325 -8%
FCP
1294
Fidelis Capital Partners
Florida
$1.08M +$31.7K +117 +3%
BW
1295
Bison Wealth
Georgia
$1.08M -$2.7M -9,965 -71%
CFIA
1296
Cantor Fitzgerald Investment Advisors
New York
$1.08M +$1.08M +3,978 New
BFM
1297
Boston Financial Management
Massachusetts
$1.08M -$14.9K -55 -1%
CA
1298
Centerpoint Advisors
Massachusetts
$1.08M – – –
WCF
1299
West Coast Financial
California
$1.07M – – –
EFS
1300
Essex Financial Services
Connecticut
$1.06M -$252K -924 -19%
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