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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 %
RIA
1926
Regal Investment Advisors
Michigan
$337K -$108K -399 -24%
BSAM
1927
Blue Square Asset Management
New York
$336K – – –
BTWM
1928
Brass Tax Wealth Management
Ohio
$336K +$336K +1,239 New
AWM
1929
Austin Wealth Management
Texas
$334K – – –
NFG
1930
Nations Financial Group
Iowa
$334K +$94.2K +347 +39%
TFF
1931
The Family Firm
Maryland
$333K +$12.7K +47 +4%
GGI
1932
Godsey & Gibb Inc
Virginia
$333K +$11.1K +41 +3%
KFA
1933
Kapstone Financial Advisors
Ohio
$333K – – –
HBT
1934
Heartland Bank & Trust
Illinois
$332K +$1.36K +5 +0.4%
KFI
1935
Key Financial Inc
Pennsylvania
$331K +$2.44K +9 +0.7%
HWA
1936
Heartwood Wealth Advisors
Virginia
$331K – – –
WMP
1937
Wealth Management Partners
Arizona
$331K – – –
MC
1938
Middleton & Co
Massachusetts
$331K – – –
HIIFS
1939
Harel Insurance Investments & Financial Services
Israel
$330K -$67.7K -250 -17%
FCM
1940
Firestone Capital Management
Florida
$330K – – –
MCC
1941
Money Concepts Capital
Florida
$328K +$25.8K +95 +9%
CSB
1942
City State Bank
Iowa
$328K -$9.49K -35 -3%
HCP
1943
Hexagon Capital Partners
Arkansas
$327K -$30.1K -111 -8%
OFG
1944
Omega Financial Group
California
$325K – – –
VBFG
1945
Vishria Bird Financial Group
Tennessee
$325K +$325K +1,197 New
HPM
1946
Hoxton Planning & Management
West Virginia
$325K -$9.76K -36 -3%
HI
1947
Humankind Investments
New York
$324K +$7.05K +26 +2%
MCM
1948
Mendel Capital Management
Arkansas
$324K +$14.1K +52 +5%
CMS
1949
Capital Market Strategies
Florida
$324K -$2.44K -9 -0.7%
FAM
1950
Formidable Asset Management
Ohio
$323K -$99.5K -367 -24%
76 77
78
79 80