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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 %
SIG
1451
Stonegate Investment Group
Alabama
$770K -$2.24M -8,274 -74%
LC
1452
Lindbrook Capital
California
$768K +$17.6K +65 +2%
USB
1453
Union Savings Bank
Connecticut
$765K – – –
GWMR
1454
GC Wealth Management RIA
Massachusetts
$762K +$762K +2,810 New
CBT
1455
CoreFirst Bank & Trust
Kansas
$762K – – –
ME
1456
McIlrath & Eck
Washington
$760K – – –
KA
1457
Kearns & Associates
California
$759K – – –
PWP
1458
Pursue Wealth Partners
California
$759K – – –
AF
1459
Arrow Financial
New York
$756K -$1.09K -4 -0.1%
BDA
1460
Borer Denton & Associates
Pennsylvania
$756K +$33.9K +125 +5%
GLLW
1461
Graves Light Lenhart Wealth
Virginia
$755K – – –
CAM
1462
Cozad Asset Management
Illinois
$753K -$81.9K -302 -10%
BHB
1463
Bank Hapoalim BM
Israel
$753K -$24.9K -92 -3%
MIP
1464
Marietta Investment Partners
Wisconsin
$753K +$6.78K +25 +0.9%
CCA
1465
Cadent Capital Advisors
Oklahoma
$750K +$164K +606 +28%
LFA
1466
Legacy Financial Advisors
Kentucky
$750K +$30.1K +111 +4%
GWANC
1467
Guardian Wealth Advisors (North Carolina)
North Carolina
$747K +$1.36K +5 +0.2%
EGM
1468
Engineers Gate Manager
New York
$746K -$1.03M -3,806 -58%
PCP
1469
Proficio Capital Partners
Massachusetts
$745K -$134K -493 -15%
RWM
1470
Revisor Wealth Management
Ohio
$745K +$4.34K +16 +0.6%
AC
1471
ASB Consultores
Florida
$740K -$26.6K -98 -3%
MFA
1472
Millington Financial Advisors
Illinois
$740K – – –
MFG
1473
Midwest Financial Group
Kansas
$738K – – –
PHAM
1474
Palisades Hudson Asset Management
Florida
$738K +$136K +500 +23%
APP
1475
Avantax Planning Partners
Iowa
$738K -$387K -1,428 -34%
57 58
59
60 61