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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 %
QC
1376
Quent Capital
New York
$900K +$84.1K +310 +10%
AIM
1377
Aspen Investment Management
Michigan
$899K – – –
SIC
1378
Sigma Investment Counselors
Michigan
$897K +$8.95K +33 +1%
BC
1379
Bridgefront Capital
Texas
$896K -$325K -1,200 -27%
FMN
1380
Financial Management Network
California
$894K +$21K +76 +2%
SWM
1381
SeaCrest Wealth Management
New York
$891K +$13K +48 +1%
ZIG
1382
Zullo Investment Group
Pennsylvania
$886K +$5.43K +20 +0.6%
QFA
1383
Quantum Financial Advisors
California
$886K +$510K +1,881 +136%
PL
1384
Plancorp LLC
Missouri
$885K +$6.78K +25 +0.8%
ACM
1385
Aljian Capital Management
Nevada
$884K +$884K +3,260 New
CTC
1386
Cetera Trust Company
Minnesota
$884K -$20.3K -75 -2%
HFM
1387
Hartford Financial Management
Connecticut
$884K – – –
BIG
1388
Brooklyn Investment Group
New York
$882K +$99.8K +368 +13%
LWL
1389
Leo Wealth LLC
Texas
$882K -$29.6K -109 -3%
KFS
1390
Kurt F. Somerville
$881K – – –
LAM
1391
Lewis Asset Management
California
$881K +$157K +580 +22%
WP
1392
WMS Partners
Maryland
$878K -$374K -1,378 -30%
AO
1393
Advisor OS
Illinois
$876K +$57.8K +213 +7%
LJAC
1394
L.J. Altfest & Co
New York
$872K +$814 +3 +0.1%
MAA
1395
Matrix Asset Advisors
New York
$871K – – –
FIBT
1396
First International Bank & Trust
North Dakota
$870K +$6.24K +23 +0.7%
UCB
1397
United Community Bank
South Carolina
$869K -$179K -659 -17%
PHS
1398
Pekin Hardy Strauss
Illinois
$867K +$17.6K +65 +2%
WWS
1399
Wellington Wealth Strategies
Indiana
$866K +$866K +3,207 New
EW
1400
Elyxium Wealth
California
$865K +$865K +3,188 New
54 55
56
57 58