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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 %
JIP
1901
Jaffetilchin Investment Partners
Florida
$352K +$73.5K +271 +26%
MAG
1902
Mayfair Advisory Group
Alabama
$351K -$13.8K -50 -4%
YDMI
1903
Y.D. More Investments
Israel
$351K +$21.9K +81 +7%
BIP
1904
Blueprint Investment Partners
North Carolina
$349K -$147K -543 -30%
MCM
1905
Mainstream Capital Management
California
$349K +$349K +1,286 New
GFP
1906
Gryphon Financial Partners
Ohio
$348K +$16.3K +60 +5%
WH
1907
Willner & Heller
California
$348K +$53.2K +196 +18%
KCM
1908
Kathmere Capital Management
Pennsylvania
$348K +$41.8K +154 +14%
CAL
1909
Capital Advisors Ltd
Ohio
$347K +$4.06K +15 +1%
4WM
1910
4J Wealth Management
Virginia
$347K – – –
MA
1911
MJP Associates
Connecticut
$346K -$13K -48 -4%
BOPW
1912
Brandywine Oak Private Wealth
Pennsylvania
$346K – – –
BFG
1913
Bouchey Financial Group
New York
$345K -$83.3K -307 -19%
SAA
1914
Southeast Asset Advisors
Georgia
$345K +$814 +3 +0.2%
SWM
1915
Stockman Wealth Management
Montana
$344K -$1.63K -6 -0.5%
EPP
1916
ETF Portfolio Partners
Kansas
$344K – – –
LJHT
1917
Laurie J. Hall Trustee
$343K -$10.9K -40 -3%
VA
1918
Valmark Advisers
Ohio
$343K -$8.95K -33 -3%
TIM
1919
Tortoise Investment Management
New York
$342K +$30.6K +113 +10%
MF
1920
Manchester Financial
California
$341K -$1.9K -7 -0.6%
BP
1921
BBR Partners
New York
$340K -$15.5K -57 -4%
EC
1922
EntryPoint Capital
New York
$340K +$340K +1,254 New
EGA
1923
E&G Advisors
Texas
$339K +$271 +1 +0.1%
OWA
1924
One Wealth Advisors
California
$339K +$1.36K +5 +0.4%
TLA
1925
Tanglewood Legacy Advisors
Texas
$338K – – –
75 76
77
78 79