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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 %
MSWM
1401
McGlone Suttner Wealth Management
Wisconsin
$860K +$213K +786 +33%
EWA
1402
EverSource Wealth Advisors
Alabama
$858K -$86K -317 -9%
ERIM
1403
Eagle Ridge Investment Management
Connecticut
$854K +$2.44K +9 +0.3%
SAM
1404
SignalPoint Asset Management
Missouri
$853K -$1.9K -7 -0.2%
CYG
1405
Clean Yield Group
Vermont
$850K +$12.2K +45 +1%
LA
1406
Lifeworks Advisors
Michigan
$850K +$23.3K +86 +3%
TYCC
1407
Texas Yale Capital Corp
Florida
$847K +$54.8K +202 +7%
FPCG
1408
Fort Pitt Capital Group
Pennsylvania
$843K -$7.59K -28 -0.9%
WP
1409
Westmount Partners
California
$838K -$6.24K -23 -0.7%
RI
1410
Ridgewood Investments
New Jersey
$837K -$1.09K -4 -0.1%
CSPAM
1411
Cary Street Partners Asset Management
Virginia
$834K – – –
BST
1412
Bath Savings Trust
Maine
$831K – – –
PWM
1413
Purus Wealth Management
California
$828K -$15.5K -57 -2%
GCM
1414
Greenland Capital Management
New York
$826K +$91.9K +339 +13%
LW
1415
Linscomb Wealth
Texas
$824K -$128K -471 -13%
EB
1416
Exchange Bank
California
$823K -$27.7K -102 -3%
TWM
1417
Trueblood Wealth Management
Ohio
$823K +$121K +445 +17%
EFG
1418
Embree Financial Group
Illinois
$823K +$1.9K +7 +0.2%
CA
1419
Continuum Advisory
Idaho
$823K +$239K +829 +41%
PWG
1420
Portside Wealth Group
Utah
$822K +$42.9K +158 +6%
RMCM
1421
Reynders McVeigh Capital Management
Massachusetts
$821K -$13.8K -51 -2%
SWM
1422
Scissortail Wealth Management
Oklahoma
$818K -$817M -2,997 -100%
LWM
1423
LongView Wealth Management
Georgia
$817K -$7.32K -27 -0.9%
ARC
1424
Advisor Resource Council
Texas
$815K +$815K +3,006 New
GVAG
1425
Great Valley Advisor Group
Delaware
$815K +$52.6K +194 +7%
55 56
57
58 59