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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 %
PMFA
1751
Plante Moran Financial Advisors
Michigan
$446K +$83K +306 +23%
ATI
1752
Act Two Investors
California
$446K – – –
KIG
1753
Kowal Investment Group
Wisconsin
$446K +$61.6K +227 +16%
AWA
1754
Acorn Wealth Advisors
Michigan
$446K – – –
WFAG
1755
Worth Financial Advisory Group
North Carolina
$446K -$8.68K -32 -2%
NAS
1756
Nicolet Advisory Services
Wisconsin
$445K +$48.6K +181 +12%
MIC
1757
Means Investment Company
Maine
$445K -$19.8K -73 -4%
MSCM
1758
McElhenny Sheffield Capital Management
Texas
$444K +$542 +2 +0.1%
LFS
1759
Legacy Financial Strategies
Kansas
$443K +$10.9K +40 +3%
SC
1760
Schubert & Co
Texas
$443K +$1.63K +6 +0.4%
SGK
1761
Steigerwald Gordon & Koch
Virginia
$442K – – –
MCWA
1762
Meadow Creek Wealth Advisors
Georgia
$441K – – –
TNBTD
1763
Trustmark National Bank Trust Department
Mississippi
$440K +$2.71K +10 +0.6%
EBA
1764
Eagle Bay Advisors
New York
$439K -$8.13K -30 -2%
SIAP
1765
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$439K – – –
SG
1766
StoneX Group
New York
$439K -$56.1K -207 -11%
KWM
1767
Kolinsky Wealth Management
New Jersey
$437K -$271 -1 -0.1%
PWS
1768
Peterson Wealth Services
Utah
$437K +$542 +2 +0.1%
WMWM
1769
Whitaker-Myers Wealth Managers
Ohio
$435K +$38.8K +143 +10%
CPIA
1770
Cornell Pochily Investment Advisors
New York
$435K +$814 +3 +0.2%
AA
1771
Alta Advisers
United Kingdom
$434K – – –
CS
1772
Capital Square
Tennessee
$433K -$77.8K -287 -15%
CHC
1773
City Holding Co
West Virginia
$433K – – –
MA
1774
MONECO Advisors
Connecticut
$432K +$10K +37 +2%
CBT
1775
Central Bank & Trust
Kentucky
$431K -$60.7K -224 -12%
69 70
71
72 73