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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 %
LCGC
1626
Legacy Capital Group California
California
$561K +$561K +2,068 New
LA
1627
LM Advisors
California
$559K -$97.7K -360 -15%
RCA
1628
Ranch Capital Advisors
Florida
$557K – – –
APA
1629
Astoria Portfolio Advisors
New York
$557K +$91.4K +331 +20%
BLC
1630
Brown, Lisle/Cummings
Rhode Island
$555K – – –
SMC
1631
Smith, Moore & Co
Missouri
$554K -$18.7K -69 -3%
KP
1632
Keel Point
Alabama
$553K +$5.97K +22 +1%
QWP
1633
Quotient Wealth Partners
Texas
$553K +$19.8K +73 +4%
WA
1634
Waddell & Associates
Tennessee
$552K – – –
CAI
1635
Capital Advisors Inc
Oklahoma
$551K -$8.95K -33 -2%
FFS
1636
Founders Financial Securities
Maryland
$550K -$136K -502 -20%
KF
1637
KKM Financial
Illinois
$549K – – –
Members Trust
1638
Members Trust
Florida
$549K +$1.09K +4 +0.2%
PWP
1639
Precedent Wealth Partners
Texas
$548K – – –
OWA
1640
ORBA Wealth Advisors
Illinois
$546K – – –
LSIA
1641
LaSalle St. Investment Advisors
Illinois
$544K +$29.8K +110 +6%
AAP
1642
Arax Advisory Partners
Colorado
$544K +$5.15K +19 +1%
CHAM
1643
Clear Harbor Asset Management
Connecticut
$542K – – –
HA
1644
Harbor Advisors
Florida
$542K – – –
CIA
1645
Caerus Investment Advisors
Texas
$542K – – –
MCM
1646
Magnolia Capital Management
New York
$542K – – –
WC
1647
Waterloo Capital
Texas
$539K +$539K +1,989 New
AIM
1648
Allen Investment Management
New York
$536K – – –
CSWM
1649
Cassady Schiller Wealth Management
Ohio
$536K – – –
TFA
1650
Toth Financial Advisory
Virginia
$532K -$4.61K -17 -0.9%
64 65
66
67 68