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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 %
DA
1351
Doliver Advisors
Texas
$951K -$7.87K -29 -0.8%
AF
1352
Alerus Financial
North Dakota
$951K -$12.2K -45 -1%
USGIU
1353
U.S. Global Investors (USGI)
Texas
$949K +$380K +1,400 +67%
EFL
1354
ERn Financial LLC
Wisconsin
$947K +$124K +456 +15%
SWM
1355
Sendero Wealth Management
Texas
$939K – – –
ARMT
1356
Amica Retiree Medical Trust
Rhode Island
$933K +$933K +3,442 New
MFG
1357
MidWestOne Financial Group
Iowa
$930K – – –
EFG
1358
Everhart Financial Group
Ohio
$929K +$137K +507 +17%
SC
1359
Shay Capital
New York
$929K +$929K +3,425 New
1WA
1360
180 Wealth Advisors
Washington
$928K +$448K +1,652 +93%
OFG
1361
OmniStar Financial Group
North Carolina
$924K +$924K +3,402 New
KAM
1362
Knightsbridge Asset Management
California
$923K +$3.53K +13 +0.4%
DWM
1363
Defined Wealth Management
Oregon
$923K +$12.5K +46 +1%
LP
1364
LGL Partners
Pennsylvania
$919K +$16.8K +62 +2%
WGC
1365
Watts Gwilliam & Co
Arizona
$917K +$917K +3,407 New
TWM
1366
Tanager Wealth Management
United Kingdom
$915K -$2.98K -11 -0.3%
CG
1367
CFO4Life Group
Texas
$914K -$76.7K -283 -8%
ACGA
1368
Atlanta Consulting Group Advisors
Georgia
$908K +$7.6K +28 +0.8%
FFA
1369
First Foundation Advisors
California
$906K +$33.4K +123 +4%
BB
1370
Bell Bank
North Dakota
$905K +$2.98K +11 +0.3%
GA
1371
Geller Advisors
New York
$903K +$5.7K +21 +0.6%
CCG
1372
Catalina Capital Group
California
$901K +$80K +295 +10%
KA
1373
Kovack Advisors
Florida
$901K +$15.5K +57 +2%
RIA
1374
Richwood Investment Advisors
Ohio
$901K -$24.4K -90 -3%
SWM
1375
Spire Wealth Management
Virginia
$900K -$128K -473 -12%
53 54
55
56 57