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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 %
BA
2001
Bristlecone Advisors
Washington
$292K – – –
NAMNJ
2002
NorthStar Asset Management (New Jersey)
New Jersey
$291K -$5.16K -19 -2%
JF
2003
Jump Financial
Illinois
$290K -$428K -1,577 -60%
CCA
2004
Cottonwood Capital Advisors
Utah
$289K -$1.36K -5 -0.5%
APG
2005
Abacus Planning Group
South Carolina
$289K +$24.1K +89 +9%
AA
2006
Advisory Alpha
Michigan
$289K +$23.3K +86 +9%
AF
2007
Apexium Financial
Texas
$288K +$7.59K +28 +3%
PIAS
2008
PCA Investment Advisory Services
Ohio
$287K -$1.09K -4 -0.4%
CFO
2009
CVA Family Office
Colorado
$287K -$24.1K -89 -8%
VIM
2010
Vista Investment Management
Pennsylvania
$287K -$9.5K -35 -3%
TSS
2011
Two Sigma Securities
New York
$287K -$394K -1,452 -58%
FAM
2012
Family Asset Management
South Carolina
$287K – – –
GIA
2013
Guyasuta Investment Advisors
Pennsylvania
$286K +$286K +1,055 New
PA
2014
Probity Advisors
Texas
$286K -$5.7K -21 -2%
VCM
2015
Vivaldi Capital Management
Illinois
$285K +$285K +1,051 New
MPW
2016
Monterey Private Wealth
California
$285K – – –
ABLA
2017
Alan B. Lancz & Associates
Ohio
$285K +$27.1K +100 +11%
CWA
2018
CJM Wealth Advisers
Virginia
$284K – – –
FA
2019
Fiducient Advisors
Illinois
$284K -$335K -1,234 -54%
DFA
2020
Delta Financial Advisors
Louisiana
$284K -$9.5K -35 -3%
WWP
2021
WR Wealth Planners
Missouri
$284K +$3.8K +14 +1%
OPPS
2022
Obsidian Personal Planning Solutions
Maryland
$283K -$2.97K -11 -1%
CA
2023
Claris Advisors
Missouri
$282K – – –
AWM
2024
Aprio Wealth Management
Georgia
$282K +$15.7K +58 +6%
GWM
2025
Greenwich Wealth Management
Connecticut
$282K – – –
79 80
81
82 83