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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 %
FMTCOCP
2226
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$187K – – –
IHWM
2227
Iron Horse Wealth Management
Iowa
$187K +$271 +1 +0.1%
FCT
2228
First Community Trust
Iowa
$186K – – –
PWMG
2229
Prestige Wealth Management Group
New Jersey
$185K -$389K -1,434 -68%
AF
2230
Advisornet Financial
Minnesota
$184K +$73K +269 +66%
AW
2231
Avion Wealth
Texas
$182K +$1.89K +7 +1%
FMP
2232
Financial Management Professionals
Texas
$181K -$25.7K -95 -12%
MWM
2233
Mascoma Wealth Management
New Hampshire
$179K -$10.8K -40 -6%
WIM
2234
Westside Investment Management
California
$177K – – –
IAS
2235
IMA Advisory Services
Colorado
$175K +$175K +644 New
KWAG
2236
Kiely Wealth Advisory Group
North Carolina
$174K – – –
LB
2237
Legacy Bridge
Iowa
$174K – – –
W
2238
WealthCollab
Washington
$173K – – –
BWL
2239
Bogart Wealth LLC
Virginia
$172K – – –
WPWM
2240
Western Pacific Wealth Management
Illinois
$172K – – –
AT
2241
Arlington Trust
Alabama
$172K – – –
BGAI
2242
Bruce G. Allen Investments
Colorado
$171K +$1.9K +7 +1%
1IA
2243
1620 Investment Advisors
Massachusetts
$170K -$160K -591 -48%
AA
2244
Addison Advisors
Vermont
$169K -$21.4K -79 -11%
TCA
2245
Trifecta Capital Advisors
Illinois
$167K – – –
PW
2246
Paladin Wealth
Minnesota
$165K +$165K +609 New
AT
2247
Avalon Trust
New Mexico
$161K -$17.9K -66 -10%
FFO
2248
Fortitude Family Office
Arizona
$161K -$36.1K -133 -18%
SIS
2249
Strategic Investment Solutions
Illinois
$159K +$1.9K +7 +1%
RS
2250
Rakuten Securities
Japan
$159K +$135K +497 +565%
88 89
90
91 92