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American Express
AXP

Overview Fund Activity

2,430 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, 890 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+109
Holders Change %
+4.7%
% of All Funds
35.15%
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
890
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 %
CG
1976
Clifford Group
Massachusetts
$308K – – –
HI
1977
Hudock Inc
Pennsylvania
$307K – – –
XF
1978
XML Financial
Maryland
$306K +$27.4K +101 +10%
TC
1979
Truvestments Capital
Florida
$305K +$8.4K +31 +3%
NCM
1980
Novare Capital Management
North Carolina
$304K – – –
OPA
1981
Old Port Advisors
Maine
$304K +$22.2K +82 +8%
MHR
1982
Matthew Hamilton Rosenberg
$303K – – –
EGWAG
1983
Elwood & Goetz Wealth Advisory Group
Georgia
$303K +$303K +1,116 New
LWA
1984
Lineweaver Wealth Advisors
Ohio
$301K +$13.3K +49 +5%
EFG
1985
Ehrlich Financial Group
California
$300K +$1.63K +6 +0.5%
AFP
1986
Alpha Financial Partners
Kentucky
$300K +$300K +1,108 New
SSWM
1987
Strait & Sound Wealth Management
California
$300K -$74.6K -275 -20%
FA
1988
FDx Advisors
Illinois
$300K -$52.5K -194 -15%
DDC
1989
DF Dent & Co
Maryland
$300K -$13.6K -50 -4%
Fidelity International
1990
Fidelity International
Bermuda
$299K +$32.8K +121 +12%
RP
1991
Reinhart Partners
Wisconsin
$298K – – –
VNA
1992
Valley National Advisers
Pennsylvania
$298K -$94K -347 -24%
BWM
1993
Buckley Wealth Management
Nevada
$298K -$10.8K -40 -4%
RBFC
1994
Roman Butler Fullerton & Co
Missouri
$297K +$297K +1,070 New
HFS
1995
Howard Financial Services
Texas
$296K -$2.44K -9 -0.8%
VFA
1996
Voya Financial Advisors
Connecticut
$295K -$17.9K -66 -6%
PCMC
1997
Paragon Capital Management (Colorado)
Colorado
$295K – – –
GJIA
1998
Glass Jacobson Investment Advisors
Maryland
$294K – – –
PMSA
1999
Patrick M. Sweeney & Associates
Illinois
$293K +$5.42K +20 +2%
RIG
2000
RiverFront Investment Group
Virginia
$293K +$293K +1,081 New
78 79
80
81 82