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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 %
BB
1326
Burford Brothers
Texas
$997K +$107K +395 +12%
MYIA
1327
Mount Yale Investment Advisors
Colorado
$996K -$218K -802 -18%
CWM
1328
Cornerstone Wealth Management
Missouri
$994K +$35.3K +130 +4%
PGCM
1329
Prescott Group Capital Management
Oklahoma
$993K – – –
SA
1330
Strategic Advisors
New York
$991K +$542 +2 +0.1%
AWM
1331
Aries Wealth Management
Maine
$991K -$9.76K -36 -1%
CHP
1332
Cable Hill Partners
Oregon
$987K +$42.6K +157 +5%
SMA
1333
Sage Mountain Advisors
Georgia
$983K +$51.3K +189 +6%
LFG
1334
Larson Financial Group
Missouri
$982K +$241K +890 +33%
PTC
1335
Philadelphia Trust Company
Pennsylvania
$979K +$4.34K +16 +0.4%
VEA
1336
Virtus ETF Advisers
New York
$977K +$11.1K +41 +1%
HP
1337
Holowesko Partners
Bahamas
$976K -$15.1M -55,600 -94%
SC
1338
Saybrook Capital
North Carolina
$976K – – –
PTP
1339
Platform Technology Partners
New York
$974K -$54K -199 -5%
HCM
1340
Howard Capital Management
Georgia
$971K +$971K +3,581 New
OAM
1341
Oak Asset Management
California
$971K – – –
LCM
1342
Lazari Capital Management
California
$970K -$17.6K -65 -2%
EAM
1343
Empirical Asset Management
Massachusetts
$965K +$965K +3,557 New
LA
1344
LVW Advisors
New York
$963K +$26.6K +98 +3%
UAML
1345
US Asset Management LLC
Pennsylvania
$960K -$2.3K -8 -0.2%
RWS
1346
Resolute Wealth Strategies
Mississippi
$959K +$29.3K +108 +3%
BWP
1347
BSW Wealth Partners
Colorado
$958K -$5.42K -20 -0.6%
CWG
1348
Cornerstone Wealth Group
North Carolina
$956K +$12.5K +46 +1%
HBT
1349
Hills Bank & Trust
Iowa
$956K – – –
MWM
1350
Meridian Wealth Management
Kentucky
$954K +$954K +3,517 New
52 53
54
55 56