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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 %
SC
1651
Sierra Capital
Florida
$532K +$532K +1,960 New
ACM
1652
Arcataur Capital Management
Wisconsin
$529K -$1.36K -5 -0.3%
LI
1653
LMCG Investments
Massachusetts
$529K -$1.09K -4 -0.2%
RA
1654
Ruggaard & Associates
Ohio
$527K -$13.6K -50 -3%
WCM
1655
Whitener Capital Management
North Carolina
$526K -$19K -70 -3%
BBL
1656
Beck Bode LLC
Massachusetts
$526K +$526K +1,940 New
SLG
1657
Stanley-Laman Group
Pennsylvania
$525K +$525K +1,936 New
AWM
1658
Angeles Wealth Management
California
$525K +$67.8K +250 +15%
IFO
1659
Independent Family Office
New York
$524K – – –
FCM
1660
Fairbanks Capital Management
California
$524K -$46.1K -170 -8%
KMWM
1661
Keudell/Morrison Wealth Management
Oregon
$523K – – –
IIC
1662
Integrated Investment Consultants
Michigan
$521K +$44.7K +165 +9%
MAWA
1663
Moss Adams Wealth Advisors
Washington
$521K +$193K +711 +59%
DCM
1664
Donaldson Capital Management
Indiana
$521K +$3.53K +13 +0.7%
VV
1665
Verity & Verity
South Carolina
$521K +$12.5K +46 +2%
CA
1666
Calton & Associates
Florida
$519K +$519K +1,912 New
TA
1667
TrueWealth Advisors
Alabama
$518K -$10.3K -38 -2%
DW30
1668
Drucker Wealth 3.0
New Jersey
$518K +$3.8K +14 +0.7%
IAN
1669
Integrated Advisors Network
Texas
$518K -$4.88K -18 -0.9%
WKSWA
1670
White Knight Strategic Wealth Advisors
New Jersey
$517K +$542 +2 +0.1%
NA
1671
Navellier & Associates
Nevada
$515K -$414K -1,526 -45%
BIM
1672
Barton Investment Management
Pennsylvania
$515K – – –
KA
1673
Kozak & Associates
Colorado
$515K -$17.2K -61 -3%
D
1674
Diversified
Delaware
$515K -$542 -2 -0.1%
DE
1675
Diversified Enterprises
Delaware
$515K +$515K +1,900 New
65 66
67
68 69