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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 %
MPM
1876
MBB Public Markets
Illinois
$366K -$10.6M -39,038 -97%
JWBC
1877
J.W. Burns & Co
New York
$366K – – –
VWM
1878
Vigilare Wealth Management
Arizona
$365K +$365K +1,346 New
TWP
1879
Tyche Wealth Partners
Texas
$362K +$1.36K +5 +0.4%
WCFA
1880
Walkner Condon Financial Advisors
Wisconsin
$361K -$61.6K -227 -15%
LI
1881
Lafayette Investments
Maryland
$359K -$27.9K -103 -7%
SN
1882
Sittner & Nelson
Oregon
$359K +$542 +2 +0.2%
AMG
1883
Advisors Management Group
Wisconsin
$358K -$5.15K -19 -1%
CF
1884
Centaurus Financial
California
$358K +$26.3K +97 +8%
FDDB
1885
Fidelity D&D Bancorp
Pennsylvania
$357K – – –
GDP
1886
Great Diamond Partners
Maine
$357K +$271 +1 +0.1%
SAM
1887
Summit Asset Management
Tennessee
$357K – – –
NSAM
1888
North Star Asset Management
Wisconsin
$356K +$8.95K +33 +3%
HFS
1889
Heritage Financial Services
Massachusetts
$356K – – –
SCA
1890
Sandy Cove Advisors
Massachusetts
$355K +$13K +48 +4%
SF
1891
Safeguard Financial
Wisconsin
$355K +$355K +1,309 New
MW
1892
Maia Wealth
Colorado
$354K +$37.5K +139 +12%
MMHP
1893
Murphy Middleton Hinkle & Parker
Georgia
$354K – – –
AFT
1894
Alpha Family Trust
California
$354K – – –
EWM
1895
EPG Wealth Management
Georgia
$354K +$354K +1,305 New
FA
1896
Fagan Associates
New York
$353K -$97.6K -360 -22%
MJP
1897
Michael J. Puzo
$353K -$27.1K -100 -7%
WC
1898
Wexford Capital
Florida
$353K – – –
LW
1899
Libra Wealth
California
$353K – – –
NL
1900
NWAM LLC
Washington
$352K +$352K +1,296 New
74 75
76
77 78