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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 %
FC
1301
Forte Capital
New York
$1.06M +$545K +2,011 +106%
CANC
1302
Culbertson A N & Co
Virginia
$1.06M – – –
KIM
1303
Kestra Investment Management
Texas
$1.06M +$171K +630 +19%
NLP
1304
Next Level Private
New York
$1.06M +$4.07K +15 +0.4%
SMH
1305
Sanders Morris Harris
Texas
$1.06M – – –
MIM
1306
MTM Investment Management
South Carolina
$1.05M – – –
CGL
1307
Clarius Group LLC
Washington
$1.05M -$35.7K -132 -3%
SAM
1308
Sompo Asset Management
Japan
$1.05M -$108K -400 -9%
LFM
1309
LGT Fund Management
Liechtenstein
$1.04M +$13.8K +51 +1%
AAS
1310
Ameritas Advisory Services
Nebraska
$1.04M -$1.8M -6,623 -63%
BIM
1311
Bridges Investment Management
Nebraska
$1.04M +$5.42K +20 +0.5%
ARA
1312
Alexander Randolph Advisory
Virginia
$1.03M -$28.5K -105 -3%
FWTB
1313
First Western Trust Bank
Colorado
$1.03M -$30.9K -114 -3%
UH
1314
Unigestion Holding
Switzerland
$1.03M +$1.03M +3,802 New
MWA
1315
Midland Wealth Advisors
Illinois
$1.03M -$154K -569 -13%
SFA
1316
Souders Financial Advisors
Ohio
$1.03M +$1.03M +3,792 New
GTAM
1317
Global Trust Asset Management
Florida
$1.03M +$340K +1,252 +49%
N
1318
Numerai
California
$1.02M +$1.02M +3,765 New
OW
1319
Olistico Wealth
Oklahoma
$1.02M +$57.2K +211 +6%
GWA
1320
Gratus Wealth Advisors
Virginia
$1.02M +$33.1K +121 +3%
MW
1321
Marcum Wealth
Ohio
$1.02M +$266K +982 +36%
MFA
1322
Mayflower Financial Advisors
Massachusetts
$1.01M -$59.4K -219 -6%
I
1323
InceptionR
California
$1.01M +$1.01M +3,723 New
KWA
1324
Kingswood Wealth Advisors
California
$997K +$253K +934 +34%
RIA
1325
Realta Investment Advisors
Delaware
$997K -$6.7M -24,219 -87%
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