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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
$2.98B
3
BlackRock
BlackRock
New York
$11.5B
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$148M
5
AIM
Alphinity Investment Management
Australia
$835M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.36B
2
SWM
Scissortail Wealth Management
Oklahoma
$818K
3
Lazard Asset Management
Lazard Asset Management
New York
$456M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
2051
Crestline Management
Texas
$271K +$271K +1,000 New
PWAM
2052
Pinnacle West Asset Management
Wyoming
$271K – – –
CAM
2053
Close Asset Management
United Kingdom
$271K – – –
MCM
2054
Monument Capital Management
Virginia
$270K – – –
SHFP
2055
Second Half Financial Partners
Florida
$270K +$270K +997 New
PAMG
2056
Patton Albertson Miller Group
Tennessee
$270K -$31.5K -116 -10%
TSMHT
2057
Thurston Springer Miller Herd & Titak
Indiana
$270K +$4.07K +15 +2%
SFG
2058
SevenBridge Financial Group
Pennsylvania
$270K – – –
EA
2059
Everpar Advisors
Oklahoma
$269K -$41.8K -154 -13%
FMII
2060
Farmers & Merchants Investments Inc
Nebraska
$269K – – –
FFA
2061
Florida Financial Advisors
Florida
$269K +$269K +990 New
AFP
2062
Ausdal Financial Partners
Iowa
$268K +$12.2K +45 +5%
CGFA
2063
Colton Groome Financial Advisors
North Carolina
$267K -$27.1K -100 -9%
AA
2064
Alesco Advisors
New York
$267K -$5.42K -20 -2%
VWA
2065
Visionary Wealth Advisors
Illinois
$267K +$267K +983 New
MCP
2066
Mirador Capital Partners
California
$266K – – –
NF
2067
NavPoint Financial
Minnesota
$266K – – –
CIAS
2068
Capital Investment Advisory Services
North Carolina
$266K +$10.3K +38 +4%
CL
2069
COWA LLC
Oklahoma
$264K – – –
NCTC
2070
New Covenant Trust Company
Indiana
$264K -$3.8K -14 -1%
NI
2071
NDVR Inc
Massachusetts
$263K +$263K +972 New
RFM
2072
Royal Fund Management
Florida
$263K – – –
FFA
2073
Fi3 Financial Advisors
Indiana
$262K +$262K +967 New
CVA
2074
Central Valley Advisors
California
$262K +$262K +967 New
MA
2075
Mezzasalma Advisors
New Jersey
$262K – – –
81 82
83
84 85