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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 %
FCCM
1501
First City Capital Management
Georgia
$700K – – –
CW
1502
Channel Wealth
California
$698K – – –
T
1503
TNF
Montana
$696K – – –
FFA
1504
Founders Financial Alliance
North Carolina
$695K +$16.5K +61 +2%
SCA
1505
Sippican Capital Advisors
Massachusetts
$694K – – –
PGAM
1506
Princeton Global Asset Management
New Jersey
$692K +$49.1K +181 +8%
WAM
1507
Weatherly Asset Management
California
$689K +$689K +2,542 New
HIM
1508
Harbour Investment Management
Washington
$689K – – –
HAIM
1509
Hunter Associates Investment Management
Pennsylvania
$685K – – –
1WM
1510
1858 Wealth Management
Ohio
$683K -$7.05K -26 -1%
PFA
1511
Pathway Financial Advisers
Indiana
$682K +$373K +1,377 +121%
BWA
1512
Burt Wealth Advisors
Maryland
$682K – – –
MWA
1513
Meridian Wealth Advisors
Texas
$680K -$23.1K -85 -3%
PVM
1514
Palogic Value Management
Texas
$680K – – –
TF
1515
Tompkins Financial
New York
$677K -$195K -718 -22%
SCM
1516
Sage Capital Management
New Jersey
$676K +$271 +1 +0%
PCM
1517
Prelude Capital Management
New York
$674K +$19K +70 +3%
CFP
1518
Catalyst Financial Partners
Massachusetts
$674K +$49.1K +181 +8%
DIP
1519
DT Investment Partners
Pennsylvania
$671K +$21.2K +78 +3%
MSA
1520
Marino Stram & Associates
Massachusetts
$671K +$32.5K +120 +5%
T
1521
TOBAM
France
$670K +$198K +729 +42%
SQA
1522
Simon Quick Advisors
New Jersey
$668K +$92.5K +341 +16%
RCG
1523
Regatta Capital Group
California
$667K -$10K -37 -1%
MAM
1524
MWA Asset Management
Massachusetts
$666K -$6.78K -25 -1%
MAM
1525
McLean Asset Management
Virginia
$666K -$25.4K -92 -4%
59 60
61
62 63