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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 %
PPWM
2101
PFG Private Wealth Management
Florida
$251K -$2.44K -9 -1%
EIA
2102
Edgemoor Investment Advisors
Maryland
$250K – – –
RWA
2103
Redhawk Wealth Advisors
Minnesota
$250K +$250K +920 New
WP
2104
WealthShield Partners
North Carolina
$250K +$250K +920 New
WI
2105
Wintrust Investments
Illinois
$249K -$2.26M -8,350 -90%
SC
2106
Stephenson & Company
California
$249K – – –
TAM
2107
Tucker Asset Management
Colorado
$249K +$249K +917 New
MSFS
2108
Main Street Financial Solutions
Pennsylvania
$248K -$13.3K -49 -5%
MPM
2109
Meritage Portfolio Management
Kansas
$247K – – –
OWP
2110
ORG Wealth Partners
Texas
$247K +$247K +909 New
PD
2111
Planning Directions
Pennsylvania
$246K +$271 +1 +0.1%
BWP
2112
Barlow Wealth Partners
Kentucky
$245K +$274 +1 +0.1%
AWP
2113
Accretive Wealth Partners
New Jersey
$244K -$1.09K -4 -0.4%
TF
2114
Talbot Financial
Washington
$244K – – –
CCM
2115
Conway Capital Management
California
$244K +$244K +900 New
IB
2116
Intrust Bank
Kansas
$243K – – –
QWM
2117
Quadcap Wealth Management
Texas
$242K +$271 +1 +0.1%
LA
2118
Latitude Advisors
Florida
$242K -$2.44K -9 -1%
WBC
2119
West Branch Capital
Massachusetts
$241K +$814 +3 +0.3%
NRC
2120
New Republic Capital
North Carolina
$239K +$239K +881 New
BA
2121
Bellwether Advisors
Nebraska
$238K +$238K +879 New
GAB
2122
German American Bancorp
Indiana
$238K -$4.61K -17 -2%
NEWAS
2123
N.E.W. Advisory Services
Wisconsin
$238K – – –
ZF
2124
Zega Financial
Florida
$238K +$238K +877 New
PWP
2125
Phillips Wealth Planners
Mississippi
$238K +$238K +844 New
83 84
85
86 87