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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 %
DWM
1576
Dechtman Wealth Management
Colorado
$607K +$1.9K +7 +0.3%
AWM
1577
Arista Wealth Management
Nevada
$607K +$7.05K +26 +1%
PWM
1578
Partnership Wealth Management
Maryland
$607K -$72.1K -266 -11%
LC
1579
Lavaca Capital
Texas
$605K -$921K -3,395 -60%
CD
1580
Chapin Davis
Maryland
$604K -$3.25K -12 -0.5%
Kayne Anderson Rudnick Investment Management
1581
Kayne Anderson Rudnick Investment Management
California
$600K – – –
SFG
1582
Sunburst Financial Group
Alabama
$600K – – –
CA
1583
Claro Advisors
Massachusetts
$599K +$44.8K +165 +8%
WA
1584
Wealth Architects
California
$598K -$5.7K -21 -0.9%
RWP
1585
Ridgecrest Wealth Partners
California
$597K -$2.71K -10 -0.5%
PWW
1586
Pettyjohn Wood & White
Virginia
$597K – – –
BSB
1587
Bangor Savings Bank
Maine
$597K – – –
AWM
1588
Aviso Wealth Management
Washington
$595K +$595K +2,195 New
MWM
1589
Merriman Wealth Management
Washington
$595K +$272K +1,002 +84%
PWA
1590
Phoenix Wealth Advisors
North Carolina
$594K -$2.17K -8 -0.4%
AC
1591
Addison Capital
Pennsylvania
$591K -$20.3K -75 -3%
SWMP
1592
Signature Wealth Management Partners
New Jersey
$589K – – –
MRCM
1593
M&R Capital Management
New Jersey
$589K +$271 +1 +0%
YC
1594
Yarbrough Capital
Tennessee
$586K – – –
HGERS
1595
Householder Group Estate & Retirement Specialist
Arizona
$586K -$508K -1,871 -46%
PCMC
1596
Private Capital Management (Colorado)
Colorado
$585K +$269K +991 +85%
PAI
1597
Pittenger & Anderson Inc
Nebraska
$585K -$122K -450 -17%
HBW
1598
Hazlett, Burt & Watson
West Virginia
$584K +$34.4K +127 +6%
ATC
1599
Adirondack Trust Company
New York
$582K -$4.07K -15 -0.7%
MAM
1600
Mystic Asset Management
Rhode Island
$581K – – –
62 63
64
65 66