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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 %
CH
1701
Cromwell Holdings
Wyoming
$486K – – –
AWE
1702
Avidian Wealth Enterprises
Texas
$484K +$484K +1,786 New
ACM
1703
Allred Capital Management
Texas
$484K +$542 +2 +0.1%
TIM
1704
Thompson Investment Management
Wisconsin
$483K -$20.3K -75 -4%
BFA
1705
Brown Financial Advisors
Ohio
$482K -$372K -1,372 -44%
BWM
1706
Birchcreek Wealth Management
Ohio
$481K +$24.7K +91 +5%
MTIC
1707
Missouri Trust & Investment Company
Missouri
$479K -$542 -2 -0.1%
NA
1708
Nottingham Advisors
New York
$479K – – –
MFC
1709
Mechanics Financial Corp
Ohio
$477K -$51.5K -190 -10%
FB
1710
First Bancorp
Maine
$477K -$24.4K -90 -5%
GCA
1711
Genesee Capital Advisors
New York
$477K +$51.8K +191 +12%
CT
1712
Clearstead Trust
Maine
$473K – – –
CFG
1713
Copley Financial Group
California
$473K +$473K +1,743 New
OCM
1714
Objective Capital Management
Ohio
$471K +$471K +1,736 New
RWPA
1715
Richard W. Paul & Associates
Michigan
$470K -$11.1K -41 -2%
WTB
1716
Washington Trust Bank
Washington
$470K +$8.68K +32 +2%
EWA
1717
Exencial Wealth Advisors
Oklahoma
$469K -$15.7K -58 -3%
BFG
1718
Berger Financial Group
Minnesota
$469K +$22K +81 +5%
WCM
1719
Windsor Capital Management
Arizona
$467K -$9.22K -34 -2%
W
1720
Wealthquest
Ohio
$466K +$1.34K +5 +0.3%
WG
1721
Wealth Group
North Carolina
$466K +$33.4K +123 +8%
MCM
1722
Mattern Capital Management
Colorado
$466K +$66.2K +244 +17%
CFG
1723
Cooper Financial Group
California
$463K +$89K +328 +24%
AWM
1724
Accel Wealth Management
Iowa
$462K +$16.3K +60 +4%
ZCI
1725
Zevenbergen Capital Investments
Washington
$461K – – –
67 68
69
70 71