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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 %
AWAU
1951
Alliance Wealth Advisors (Utah)
Utah
$322K +$3.53K +13 +1%
NWM
1952
Northwest Wealth Management
Iowa
$320K -$14.4K -53 -4%
EWA
1953
Encompass Wealth Advisors
Oregon
$320K – – –
SEA
1954
Stegent Equity Advisors
Texas
$319K +$319K +1,178 New
NFG
1955
Nadler Financial Group
Illinois
$319K +$29.8K +110 +10%
MIM
1956
Montgomery Investment Management
Maryland
$319K – – –
ODIJL
1957
One Day In July LLC
Vermont
$319K +$2.98K +11 +0.9%
RPWA
1958
Regent Peak Wealth Advisors
Georgia
$319K +$5.7K +21 +2%
AIA
1959
Alera Investment Advisors
Illinois
$318K -$19.5K -72 -6%
BSSFA
1960
Baron Silver Stevens Financial Advisors
Florida
$318K – – –
VC
1961
Vicus Capital
Pennsylvania
$317K -$132K -485 -29%
LCWP
1962
Legacy Capital Wealth Partners
Arkansas
$316K – – –
1WM
1963
1900 Wealth Management
Texas
$316K -$271 -1 -0.1%
SMWM
1964
Silvia McColl Wealth Management
California
$316K – – –
SIS
1965
Sound Income Strategies
Florida
$316K +$178K +657 +130%
ATS
1966
Ashton Thomas Securities
New York
$315K +$315K +1,163 New
JJBC
1967
James J. Burns & Company
New York
$315K – – –
FCA
1968
FLC Capital Advisors
California
$313K – – –
WRM
1969
Weybosset Research & Management
Rhode Island
$312K – – –
TNA
1970
True North Advisors
Texas
$312K – – –
SOW
1971
State of Wyoming
Wyoming
$311K -$15.2K -56 -5%
BCM
1972
BTC Capital Management
Iowa
$311K -$54.8K -202 -15%
BL
1973
Balentine LLC
Georgia
$309K +$271 +1 +0.1%
GFPC
1974
Global Financial Private Client
Florida
$309K +$7.32K +27 +2%
SI
1975
Seeds Investor
New York
$308K +$13K +48 +4%
77 78
79
80 81