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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 %
TCM
2376
TruNorth Capital Management
Michigan
$24.1K +$5.97K +22 +33%
GCGDR
2377
Geo Capital Gestora de Recursos
Brazil
$21K – – –
PP
2378
PFS Partners
New Jersey
$20.3K – – –
DF
2379
Dunhill Financial
United Kingdom
$17.1K +$272 +1 +2%
CWM
2380
Cranbrook Wealth Management
Michigan
$17.1K – – –
RL
2381
Rogco LP
Oklahoma
$16.3K – – –
VWA
2382
Valued Wealth Advisors
Utah
$14.9K +$815 +3 +6%
SIC
2383
SJS Investment Consulting
Ohio
$14.9K -$271 -1 -2%
LWMI
2384
Legacy Wealth Management (Idaho)
Idaho
$14.4K +$14.4K +50 New
LIS
2385
Legacy Investment Solutions
Idaho
$14.4K +$14.4K +50 New
ETS
2386
ESL Trust Services
New York
$13.6K – – –
DPW
2387
DiNuzzo Private Wealth
Pennsylvania
$13.6K – – –
CWM
2388
CarsonAllaria Wealth Management
Illinois
$13K – – –
RWA
2389
Redmont Wealth Advisors
Illinois
$12.7K – – –
PP
2390
Pacifica Partners
Canada
$12.2K – – –
CWC
2391
Carolinas Wealth Consulting
North Carolina
$12.2K +$1.36K +5 +13%
HCM
2392
Horrell Capital Management
Arkansas
$12K – – –
NAAA
2393
New Age Alpha Advisors
New York
$11.9K – – –
CWA
2394
Carolina Wealth Advisors
South Carolina
$11.9K +$7.59K +28 +175%
HWM
2395
HighMark Wealth Management
Minnesota
$11.5K +$268 +1 +2%
SHIM
2396
Stone House Investment Management
Pennsylvania
$11.5K – – –
SWM
2397
Sugarloaf Wealth Management
Georgia
$11.4K – – –
FFA
2398
Frazier Financial Advisors
Ohio
$11.1K -$4.61K -17 -29%
MBFW
2399
Morton Brown Family Wealth
Pennsylvania
$10.8K +$10.8K +40 New
DCM
2400
Davis Capital Management
Florida
$10.3K – – –
94 95
96
97 98