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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 %
CWP
2276
Concord Wealth Partners
Virginia
$114K +$10.8K +40 +10%
FC
2277
Fairscale Capital
New Hampshire
$114K – – –
HFS
2278
Hantz Financial Services
Michigan
$111K – – –
GG
2279
Gleason Group
Kentucky
$111K +$271 +1 +0.2%
FMB
2280
Field & Main Bank
Kentucky
$108K – – –
BHWM
2281
Bay Harbor Wealth Management
Maryland
$107K -$5.15K -19 -5%
GSEP
2282
Golden State Equity Partners
California
$107K -$295K -1,086 -73%
PB
2283
Pinnacle Bancorp
Nebraska
$104K – – –
IWMWV
2284
Ironwood Wealth Management (West Virginia)
West Virginia
$104K – – –
AEPWM
2285
Atlantic Edge Private Wealth Management
Florida
$102K – – –
VAMG
2286
Voisard Asset Management Group
Michigan
$100K +$3.8K +14 +4%
BIA
2287
Bell Investment Advisors
California
$100K – – –
NFA
2288
Northwest Financial Advisors
Virginia
$99K +$99K +365 New
SL
2289
Salomon & Ludwin
Virginia
$95.2K -$21.2K -78 -18%
CAC
2290
Core Alternative Capital
Georgia
$93.3K – – –
BCMLT
2291
Beacon Capital Management LLC (Tennessee)
Tennessee
$91.3K +$17.9K +66 +24%
CFD
2292
Creative Financial Designs
Indiana
$89.3K -$435K -1,601 -83%
HCM
2293
Hollencrest Capital Management
California
$88.7K – – –
GA
2294
GoalVest Advisory
New York
$88.4K – – –
BP
2295
BNP Paribas
France
$87.6K +$17.6K +65 +25%
CAM
2296
Creekmur Asset Management
Illinois
$86K -$24.4K -90 -22%
NCM
2297
Northwest Capital Management
Oregon
$84.9K – – –
PWMG
2298
Private Wealth Management Group
New Jersey
$84.3K -$2.98K -11 -3%
CHA
2299
Carmichael Hill & Associates
Maryland
$83.8K +$16.3K +60 +24%
GCM
2300
Gables Capital Management
Florida
$82.7K +$27.1K +100 +49%
90 91
92
93 94