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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 %
CRWM
2151
Castle Rock Wealth Management
California
$228K +$228K +832 New
FC
2152
Financial Council
Maryland
$227K +$227K +838 New
GWA
2153
GGM Wealth Advisors
Maryland
$227K +$227K +837 New
ATWA
2154
Arbor Trust Wealth Advisors
Michigan
$227K – – –
EFM
2155
E Fund Management
China
$226K -$8.14K -30 -3%
NFP
2156
Narus Financial Partners
Utah
$226K -$27.1K -100 -11%
RPCONE
2157
Retirement Planning Company of New England
Rhode Island
$226K +$226K +832 New
SFP
2158
Sandbox Financial Partners
Maryland
$226K +$226K +832 New
CCWM
2159
Correct Capital Wealth Management
Missouri
$226K +$226K +832 New
FVWA
2160
Foster Victor Wealth Advisors
South Carolina
$226K – – –
OCM
2161
Orion Capital Management
California
$225K – – –
WAM
2162
Wallington Asset Management
Indiana
$225K +$225K +829 New
JCM
2163
Jacobsen Capital Management
Utah
$224K +$224K +827 New
PCM
2164
Parsons Capital Management
Rhode Island
$224K +$224K +826 New
DF
2165
DecisionPoint Financial
Arizona
$224K – – –
HOWA
2166
Heritage Oak Wealth Advisors
Florida
$223K +$223K +821 New
NWWA
2167
New Wave Wealth Advisors
Arkansas
$223K +$223K +821 New
CWA
2168
Consilium Wealth Advisory
Texas
$222K +$222K +819 New
GWM
2169
GSB Wealth Management
Connecticut
$221K +$221K +815 New
NECFA
2170
New England Capital Financial Advisors
Connecticut
$221K +$542 +2 +0.2%
TCWA
2171
Turtle Creek Wealth Advisors
Texas
$221K +$221K +814 New
IWA
2172
IVC Wealth Advisors
Pennsylvania
$221K +$221K +814 New
CFSG
2173
Clark Financial Services Group
Missouri
$219K +$219K +807 New
OBWG
2174
Onyx Bridge Wealth Group
New York
$219K +$219K +807 New
SFS
2175
Stiles Financial Services
Minnesota
$219K +$219K +806 New
85 86
87
88 89