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American Express
AXP

Overview Fund Activity

2,429 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, 889 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,429
Holders Change
+109
Holders Change %
+4.7%
% of All Funds
35.14%
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
889
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 %
AWM
2326
Abound Wealth Management
Tennessee
$60.8K +$14.4K +53 +31%
FG
2327
Fairman Group
Pennsylvania
$59.7K – – –
S
2328
Sachetta
Massachusetts
$59.4K +$3.8K +14 +7%
NC
2329
Nixon Capital
Texas
$59.1K – – –
AF
2330
Aviso Financial
Ontario, Canada
$58.6K +$23.1K +85 +65%
JFA
2331
JNBA Financial Advisors
Minnesota
$58K -$216K -795 -79%
BFPW
2332
BOK Financial Private Wealth
Colorado
$57.5K +$53.7K +198 +1,414%
TPW
2333
Talon Private Wealth
Florida
$56.7K +$56.7K +209 New
JGIA
2334
Jackson Grant Investment Advisers
Connecticut
$55.1K – – –
SA
2335
SRH Advisors
Kansas
$54.2K – – –
CIAS
2336
CBIZ Investment Advisory Services
Ohio
$54.2K – – –
TCG
2337
Transcendent Capital Group
Oklahoma
$54.2K – – –
CCC
2338
Chelsea Counsel Company
California
$54.2K – – –
AFS
2339
Annapolis Financial Services
Maryland
$54K – – –
IFS
2340
Intelligent Financial Strategies
Minnesota
$52.6K – – –
RTC
2341
Riverview Trust Company
Washington
$48.3K +$2.44K +9 +5%
CPA
2342
Capital Performance Advisors
California
$47.6K +$47.6K +176 New
MSWM
2343
Mowery & Schoenfeld Wealth Management
Illinois
$46.1K +$46.1K +170 New
FCG
2344
Financial Connections Group
California
$44K -$45.1K -169 -51%
WAM
2345
WFA Asset Management
Wisconsin
$43.9K – – –
TCM
2346
Tradewinds Capital Management
Washington
$42.9K – – –
AWM
2347
Activest Wealth Management
Florida
$42.6K -$166K -612 -80%
WOC
2348
West Oak Capital
California
$38.7K -$1.03K -380 -3%
IUHSA
2349
Itau Unibanco Holding S.A.
Brazil
$38K +$38K +140 New
NA
2350
Nordwand Advisors
Pennsylvania
$36.6K – – –
92 93
94
95 96