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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 %
R
1776
Rebalance
California
$430K -$74K -273 -15%
KLI
1777
Kelman-Lazarov Inc
Tennessee
$428K – – –
WAS
1778
Wealth Advisory Solutions
Indiana
$427K – – –
BG
1779
Bahl & Gaynor
Ohio
$427K -$4.07K -15 -0.9%
RIM
1780
Rockbridge Investment Management
New York
$425K – – –
FWM
1781
Forza Wealth Management
Florida
$425K -$11.4K -42 -3%
HWM
1782
Hemington Wealth Management
Virginia
$424K +$3.78K +14 +0.9%
JWA
1783
JFS Wealth Advisors
Pennsylvania
$423K +$1.63K +6 +0.4%
KWM
1784
Keebeck Wealth Management
Illinois
$423K -$7.59K -28 -2%
SDAM
1785
Shulman DeMeo Asset Management
New York
$422K +$1.09K +4 +0.3%
AAS
1786
Annex Advisory Services
Wisconsin
$422K +$7.59K +28 +2%
SCM
1787
SKBA Capital Management
California
$420K -$27.1K -100 -6%
AWA
1788
Amplius Wealth Advisors
Pennsylvania
$420K +$542 +2 +0.1%
ST
1789
Sageworth Trust
Pennsylvania
$420K +$420K +1,550 New
BOM
1790
Bank of Marin
California
$419K – – –
TWP
1791
Tower Wealth Partners
Pennsylvania
$418K +$418K +1,541 New
FTIS
1792
First Trust Investment Solutions
Florida
$418K -$15.5K -57 -4%
KPWG
1793
KFA Private Wealth Group
Virginia
$416K – – –
BCFD
1794
Boit C.F. David
$413K – – –
MCM
1795
MV Capital Management
Maryland
$412K +$2.98K +11 +0.7%
ASG
1796
Ariston Services Group
California
$412K – – –
NB
1797
Northwest Bancshares
Pennsylvania
$409K – – –
MAG
1798
M3 Advisory Group
Massachusetts
$408K +$35K +129 +9%
PAS
1799
Professional Advisory Services
Florida
$407K – – –
FPFS
1800
First Personal Financial Services
North Carolina
$407K – – –
70 71
72
73 74