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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 %
CIG
1676
Cairn Investment Group
Washington
$515K – – –
SPWG
1677
Sage Private Wealth Group
Illinois
$515K -$17.4K -64 -3%
TCA
1678
Transcend Capital Advisors
New Jersey
$511K +$1.09K +4 +0.2%
APIM
1679
Agate Pass Investment Management
Washington
$511K -$33.4K -123 -6%
SMA
1680
Seven Mile Advisory
New Jersey
$511K +$33.6K +124 +7%
LWM
1681
Liberty Wealth Management
California
$510K -$621K -2,289 -55%
MPIA
1682
Mountain Pacific Investment Advisers
Idaho
$507K +$12.2K +45 +2%
SAI
1683
Savvy Advisors Inc
New York
$506K +$139K +514 +38%
HA
1684
Herold Advisors
New York
$503K -$81.1K -299 -14%
GAM
1685
Garrison Asset Management
Arkansas
$502K -$21.7K -80 -4%
GA
1686
Gateway Advisory
New Jersey
$501K -$2.17K -8 -0.4%
WFI
1687
West Family Investments
California
$500K +$192K +709 +63%
HR
1688
Howe & Rusling
New York
$497K +$53.2K +196 +12%
CCWM
1689
Cassaday & Co Wealth Management
Virginia
$497K +$41.2K +152 +9%
BFC
1690
Blue Fin Capital
Rhode Island
$495K – – –
LSPW
1691
Lake Street Private Wealth
Illinois
$494K -$1.28M -4,732 -72%
MIM
1692
Merrion Investment Management
New Jersey
$494K – – –
PWP
1693
PrairieView Wealth Partners
Illinois
$493K – – –
KAS
1694
KPP Advisory Services
Kentucky
$491K +$271 +1 +0.1%
SWM
1695
Silverlake Wealth Management
Vermont
$491K – – –
ZIMP
1696
Zimmermann Investment Management & Planning
Pennsylvania
$490K +$43.4K +160 +10%
EDRH
1697
Edmond de Rothschild Holding
Switzerland
$490K +$34.2K +126 +8%
AI
1698
AdvisorShares Investments
Maryland
$488K -$46.6K -172 -9%
TVAMP
1699
Tennessee Valley Asset Management Partners
Tennessee
$488K +$18K +66 +4%
EI
1700
Ecofi Investissements
France
$487K -$354K -1,600 -42%
66 67
68
69 70