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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
1
Capital Wealth Planning
Florida
$337M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.98B
3
BlackRock
3
BlackRock
New York
$11.5B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$148M
5
AIM
5
Alphinity Investment Management
Australia
$835M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.36B
2
SWM
2
Scissortail Wealth Management
Oklahoma
$818K
3
Lazard Asset Management
3
Lazard Asset Management
New York
$456M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
2201
Chris Bulman
California
$209K +$22.8K +84 +12%
ST
2202
Somerset Trust
Pennsylvania
$209K +$209K +771 New
PCA
2203
Providence Capital Advisors
North Carolina
$209K – – –
SFA
2204
Semmax Financial Advisors
North Carolina
$208K +$289 +1 +0.1%
NQWM
2205
Northwest Quadrant Wealth Management
Oregon
$207K +$207K +765 New
SIC
2206
Samalin Investment Counsel
New York
$207K +$207K +762 New
WI
2207
Wedgewood Investors
Pennsylvania
$206K +$206K +758 New
TSWM
2208
Tyler-Stone Wealth Management
Ohio
$206K +$166K +613 +423%
CPL
2209
CAP Partners LLC
Tennessee
$205K +$205K +757 New
EWM
2210
Executive Wealth Management
Michigan
$205K +$205K +757 New
SW
2211
SkyOak Wealth
Michigan
$205K +$205K +755 New
CAWM
2212
Capital Advisors Wealth Management
Washington
$204K +$204K +751 New
MCA
2213
Magnolia Capital Advisors
Mississippi
$204K +$204K +751 New
EAM
2214
Everstar Asset Management
North Carolina
$203K +$203K +750 New
LIA
2215
LBMC Investment Advisors
Tennessee
$203K +$203K +750 New
BTWM
2216
Baker Tilly Wealth Management
Wisconsin
$203K -$72.4K -267 -26%
SA
2217
Shilanski & Associates
Alaska
$203K +$203K +749 New
AA
2218
Acorns Advisers
California
$203K +$203K +750 New
NWA
2219
Navis Wealth Advisors
New York
$202K +$202K +745 New
VC
2220
Vestor Capital
Illinois
$202K – – –
CJL
2221
Cyrus J. Lawrence
New York
$197K – – –
A
2222
AlphaQuest
New York
$195K -$860K -3,172 -82%
SGC
2223
Slocum, Gordon & Co
Rhode Island
$195K – – –
LI
2224
LRI Investments
Florida
$193K +$22.8K +79 +13%
JFGIW
2225
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$189K +$162K +596 +590%
87 88
89
90 91