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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 %
PHM
2126
Prospect Hill Management
New Jersey
$237K +$237K +875 New
FH
2127
FWG Holdings
Florida
$237K – – –
LK
2128
Lumbard & Kellner
New Hampshire
$236K – – –
CWM
2129
Connecticut Wealth Management
Connecticut
$236K – – –
DC
2130
DeDora Capital
California
$235K – – –
BCA
2131
Bay Colony Advisors
Massachusetts
$235K +$235K +867 New
JWM
2132
JGP Wealth Management
Oregon
$234K +$234K +864 New
MSF
2133
Mustard Seed Financial
Arkansas
$234K +$234K +863 New
SHWM
2134
Smith & Howard Wealth Management
Georgia
$233K +$233K +861 New
AIA
2135
Angeles Investment Advisors
California
$233K +$233K +859 New
OCM
2136
Osterweis Capital Management
California
$233K – – –
OC
2137
Oarsman Capital
Wisconsin
$232K -$25K -92 -10%
S
2138
Sunpointe
Missouri
$232K +$232K +856 New
SIGI
2139
Susquehanna International Group (Ireland)
Ireland
$232K +$232K +855 New
BWFA
2140
Baltimore-Washington Financial Advisors
Maryland
$232K +$232K +854 New
VPI
2141
Value Partners Investments
Manitoba, Canada
$231K +$231K +630 New
CCP
2142
Carmel Capital Partners
California
$231K +$231K +851 New
EM
2143
ELCO Management
New York
$231K +$231K +850 New
GB
2144
Goepper Burkhardt
South Carolina
$231K +$231K +850 New
FHC
2145
First Heartland Consultants
Missouri
$230K -$10K -37 -4%
AW
2146
Apricus Wealth
South Carolina
$230K +$230K +847 New
SSWM
2147
Sheets Smith Wealth Management
North Carolina
$230K +$230K +846 New
AFA
2148
American Financial Advisors
Georgia
$229K -$15.5K -57 -6%
NFC
2149
Northeast Financial Consultants
Connecticut
$229K +$229K +846 New
SIMG
2150
Sonora Investment Management Group
Arizona
$229K -$158K -582 -41%
84 85
86
87 88