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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 %
OPTFSNA
2301
Old Point Trust & Financial Services N A
Virginia
$81.9K – – –
NMM
2302
Naples Money Management
Florida
$81.5K – – –
FIM
2303
FWL Investment Management
Texas
$81.4K – – –
FNWA
2304
Financial Network Wealth Advisors
Utah
$80.7K +$2.17K +8 +3%
GWSA
2305
Global Wealth Strategies & Associates
Colorado
$79.7K +$5.97K +22 +8%
RDFA
2306
Ritter Daniher Financial Advisory
Ohio
$79.5K – – –
GKIM
2307
GW&K Investment Management
Massachusetts
$79K +$13.3K +49 +20%
WOSD
2308
WFA of San Diego
California
$78.9K -$2.17K -8 -3%
CAS
2309
Coppell Advisory Solutions
Texas
$77.3K +$12.7K +47 +20%
BHWM
2310
Beaird Harris Wealth Management
Texas
$76.3K +$2.44K +9 +3%
SC
2311
Stephens Consulting
Michigan
$76.2K -$3.8K -14 -5%
HC
2312
Hoese & Co
Minnesota
$75.9K – – –
OP
2313
ORG Partners
Indiana
$74.6K -$156K -576 -68%
CCA
2314
Criterion Capital Advisors
Tennessee
$74.1K – – –
C
2315
Covestor
United Kingdom
$73K -$547 -2 -0.7%
ACA
2316
Atlas Capital Advisors
Wyoming
$72.1K +$8.68K +32 +14%
WAG
2317
Wiser Advisor Group
Arizona
$71.1K – – –
FAM
2318
Flaharty Asset Management
Florida
$70.6K +$70.6K +260 New
FCMT
2319
Founders Capital Management (Texas)
Texas
$67.8K +$13.6K +50 +25%
GEA
2320
Glen Eagle Advisors
New Jersey
$67.6K +$8.41K +31 +14%
AWM
2321
AllSquare Wealth Management
New York
$66.2K -$7.32K -27 -10%
FWM
2322
FSA Wealth Management
Massachusetts
$65.9K +$65.9K +243 New
NIC
2323
Northwest Investment Counselors
Oregon
$65.4K +$65.4K +241 New
RFS
2324
Richardson Financial Services
Massachusetts
$65.3K – – –
FP
2325
Financial Perspectives
Minnesota
$62.5K +$271 +1 +0.4%
91 92
93
94 95