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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 %
FBFS
1826
First Business Financial Services
Wisconsin
$398K – – –
OFS
1827
OneAscent Financial Services
Alabama
$398K -$83.8K -309 -17%
SFG
1828
Sovereign Financial Group
Connecticut
$398K +$10.3K +38 +3%
PWA
1829
Physician Wealth Advisors
Utah
$398K +$3.33K +12 +0.8%
FOA
1830
Five Oceans Advisors
California
$397K +$1.09K +4 +0.3%
EA
1831
Enclave Advisors
Texas
$397K +$397K +1,462 New
WFA
1832
Wellspring Financial Advisors
Ohio
$396K +$396K +1,461 New
AAG
1833
Armstrong Advisory Group
Massachusetts
$396K – – –
AA
1834
Aire Advisors
California
$396K – – –
DTC
1835
Davidson Trust Company
Washington
$393K -$17.6K -65 -4%
CCM
1836
Crew Capital Management
Ohio
$392K – – –
ECAM
1837
East Coast Asset Management
Massachusetts
$391K – – –
WCA
1838
Westover Capital Advisors
Delaware
$391K – – –
FA
1839
Financial Advisors
Massachusetts
$391K – – –
THL
1840
Tillman Hartley LLC
Colorado
$389K – – –
CPC
1841
Consolidated Planning Corp
Georgia
$389K +$5.42K +20 +1%
KOC
1842
Koss-Olinger Consulting
Florida
$388K +$4.34K +16 +1%
FBC
1843
Fairfield, Bush & Co
Connecticut
$388K – – –
DWM
1844
Drive Wealth Management
Utah
$387K +$14.9K +55 +4%
KA
1845
KLCM Advisors
Wisconsin
$387K – – –
GLA
1846
Good Life Advisors
Pennsylvania
$387K +$387K +1,427 New
HWA
1847
Heritage Wealth Advisors
Virginia
$387K +$28.5K +105 +8%
KB
1848
Kimelman & Baird
New York
$386K – – –
FCM
1849
Family Capital Management
Michigan
$386K +$2.17K +8 +0.6%
CAAS
1850
Capital Asset Advisory Services
Michigan
$386K -$4.31K -16 -1%
72 73
74
75 76