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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 %
MW
1726
MBL Wealth
North Carolina
$460K +$179K +660 +64%
WS
1727
Wela Strategies
Georgia
$460K -$18.4K -68 -4%
NRI
1728
NFP Retirement Inc
California
$460K – – –
OA
1729
Oxbow Advisors
Texas
$459K -$539K -1,986 -54%
KFGK
1730
Keystone Financial Group (Kentucky)
Kentucky
$458K +$49.4K +182 +12%
HTIM
1731
Harbour Trust & Investment Management
Indiana
$458K -$23.3K -86 -5%
PFA
1732
Pure Financial Advisors
California
$457K +$18.4K +68 +4%
GWM
1733
Gitterman Wealth Management
New Jersey
$457K – – –
FWIA
1734
Fort Washington Investment Advisors
Ohio
$457K -$99K -365 -18%
NCM
1735
Northside Capital Management
Oregon
$456K – – –
FM
1736
Foster & Motley
Ohio
$456K +$9.49K +35 +2%
IC
1737
Inscription Capital
Texas
$456K +$5.97K +22 +1%
HIG
1738
Heritage Investment Group
Florida
$456K – – –
HCA
1739
Hyperion Capital Advisors
New York
$456K – – –
RRA
1740
Round Rock Advisors
Connecticut
$456K -$21.1K -78 -4%
SL
1741
Sentinus LLC
Illinois
$455K +$6.51K +24 +1%
BC
1742
Burney Company
Virginia
$455K – – –
IRC
1743
Investors Research Corp
Georgia
$454K – – –
CWM
1744
Centric Wealth Management
Illinois
$453K – – –
VIP
1745
Vista Investment Partners
Oklahoma
$451K +$271 +1 +0.1%
LC
1746
LCNB Corp
Ohio
$451K – – –
CC
1747
Callan Capital
California
$450K +$106K +390 +31%
ACI
1748
Alpha Cubed Investments
California
$450K +$8.95K +33 +2%
SAM
1749
Strategy Asset Managers
California
$450K -$43.4K -160 -9%
TC
1750
Trilogy Capital
California
$449K +$12.7K +47 +3%
68 69
70
71 72