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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 %
PI
1426
Parkside Investments
Illinois
$814K -$136K -500 -14%
LWMM
1427
Legacy Wealth Management (Mississippi)
Mississippi
$814K – – –
APW
1428
Acima Private Wealth
Virginia
$814K – – –
SA
1429
SRN Advisors
Pennsylvania
$811K -$314K -1,156 -28%
TWM
1430
Tradition Wealth Management
Minnesota
$807K +$5.43K +20 +0.7%
OWA
1431
Outlook Wealth Advisors
Texas
$807K -$17.9K -66 -2%
CAM
1432
Cidel Asset Management
Ontario, Canada
$802K -$72.1K -266 -8%
HC
1433
Hendley & Co
Ohio
$800K +$122K +450 +18%
SW
1434
SteelPeak Wealth
California
$795K -$5.62M -20,744 -88%
CB
1435
Centennial Bank
Arkansas
$795K – – –
PP
1436
PDS Planning
Ohio
$794K +$2.98K +11 +0.4%
TLCM
1437
Twin Lakes Capital Management
California
$790K +$1.09K +4 +0.1%
CA
1438
Cambridge Advisors
Nebraska
$789K -$14.9K -55 -2%
KCPG
1439
Kavar Capital Partners Group
Kansas
$789K +$11.4K +42 +1%
LAI
1440
Legal Advantage Investments
California
$786K – – –
ESB
1441
Essex Savings Bank
Connecticut
$786K -$30.1K -111 -4%
SFI
1442
SPC Financial Inc
Maryland
$786K -$46.6K -172 -6%
SB
1443
Strategic Blueprint
Georgia
$783K +$5.7K +21 +0.7%
HGA
1444
Hobbs Group Advisors
South Carolina
$776K – – –
CIC
1445
Carnegie Investment Counsel
Ohio
$776K +$198K +729 +34%
BWP
1446
Balboa Wealth Partners
Arizona
$775K +$68.6K +253 +10%
JWBC
1447
John W. Bristol & Co
New York
$773K – – –
V
1448
VeraBank
Texas
$772K – – –
GKWIM
1449
Gerber Kawasaki Wealth & Investment Management
California
$772K +$207K +764 +37%
ITIM
1450
Indiana Trust & Investment Management
Indiana
$771K -$10.8K -40 -1%
56 57
58
59 60