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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 %
GAMC
1851
Garner Asset Management Corp
Texas
$385K – – –
PG
1852
Patten Group
Tennessee
$384K – – –
TNAM
1853
Terra Nova Asset Management
New York
$383K +$1.09K +4 +0.3%
HWMO
1854
Heritage Wealth Management (Ohio)
Ohio
$382K – – –
PIP
1855
Peachtree Investment Partners
Florida
$382K +$140K +516 +58%
DS
1856
DRW Securities
Illinois
$382K -$4.02M -14,884 -91%
6F
1857
626 Financial
Michigan
$381K -$116K -427 -23%
OFG
1858
Oxford Financial Group
Indiana
$381K -$45.6K -168 -11%
ISWM
1859
Independent Solutions Wealth Management
New York
$380K -$6.51K -24 -2%
SW
1860
Simplicity Wealth
New Jersey
$380K -$3.28M -12,108 -90%
CAS
1861
CTC Alternative Strategies
Illinois
$379K -$334K -1,231 -47%
FA
1862
Fountainhead AM
New Jersey
$379K +$543 +2 +0.1%
FFA
1863
Fragasso Financial Advisors
Pennsylvania
$378K +$17.4K +64 +5%
SOS
1864
Silver Oak Securities
Tennessee
$374K +$8.35K +31 +2%
RPGK
1865
Retirement Planning Group (Kansas)
Kansas
$374K +$374K +1,379 New
PCWA
1866
Pacific Capital Wealth Advisors
California
$373K +$2.98K +11 +0.8%
FFBTD
1867
First Financial Bank - Trust Division
Ohio
$372K -$17.1K -63 -4%
CW
1868
CIC Wealth
Maryland
$372K – – –
PCA
1869
Prosperity Capital Advisors
Ohio
$372K +$136K +501 +58%
1CP
1870
17 Capital Partners
Arizona
$371K – – –
CIP
1871
Convergence Investment Partners
Florida
$370K -$1.06M -3,892 -74%
LPT
1872
Legacy Private Trust
Wisconsin
$370K – – –
AA
1873
Ancora Advisors
Ohio
$369K +$813 +3 +0.2%
HFRG
1874
Houlihan Financial Resource Group
Virginia
$368K – – –
CTA
1875
Colonial Trust Advisors
South Carolina
$368K – – –
73 74
75
76 77