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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 %
GWSG
2351
GPS Wealth Strategies Group
Colorado
$36.6K – – –
MSG
2352
Main Street Group
Virginia
$35.4K -$272 -1 -0.8%
PCMC
2353
Planning Capital Management Corporation
Pennsylvania
$35.3K -$82.4K -304 -70%
AIC
2354
Archer Investment Corporation
Indiana
$35.1K – – –
CH
2355
Canton Hathaway
Rhode Island
$35K – – –
VWWMG
2356
Vermillion & White Wealth Management Group
Pennsylvania
$34.7K – – –
OA
2357
Operose Advisors
Wisconsin
$34.7K +$8.14K +30 +31%
PS
2358
Planned Solutions
California
$33.6K +$33.6K +124 New
DFA
2359
DHJJ Financial Advisors
Illinois
$31.5K -$13.3K -49 -30%
TWD
2360
True Wealth Design
Ohio
$29.4K +$22.6K +83 +332%
BCA
2361
Bray Capital Advisors
Florida
$29.3K – – –
KSB
2362
Kennebec Savings Bank
Maine
$28.7K +$28.7K +106 New
GFL
2363
Granite FO LLC
New Hampshire
$28.2K +$28.2K +104 New
AFG
2364
Albion Financial Group
Utah
$27.9K – – –
RFG
2365
REAP Financial Group
Texas
$27.7K +$1.09K +4 +4%
ACA
2366
American Capital Advisory
Idaho
$27.3K – – –
BFA
2367
BBJS Financial Advisors
Washington
$27.2K – – –
DWA
2368
Delos Wealth Advisors
Texas
$27.1K – – –
AWM
2369
Atticus Wealth Management
Florida
$27.1K – – –
SCA
2370
Stuart Chaussee & Associates
California
$27.1K – – –
PPC
2371
Park Place Capital
Alabama
$27.1K – – –
FCM
2372
Fourpath Capital Management
Oklahoma
$27.1K +$27.1K +100 New
IRAG
2373
Investment Research & Advisory Group
Georgia
$26.8K +$814 +3 +3%
RWM
2374
Ruedi Wealth Management
Illinois
$24.4K -$1.09K -4 -4%
CWM
2375
Cedar Wealth Management
California
$24.1K – – –
93 94
95
96 97