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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 %
LP
2401
LMR Partners
United Kingdom
$9.22K +$9.22K +34 New
HFS
2402
HBC Financial Services
Washington
$9K +$7.25K +29 +414%
GIM
2403
Gold Investment Management
Alberta, Canada
$8.95K – – –
RTL
2404
Red Tortoise LLC
Georgia
$8.68K – – –
VWM
2405
Valley Wealth Managers
New Jersey
$8.14K -$20.3K -75 -71%
TFGT
2406
TS Financial Group (TSFG)
Illinois
$8K – – –
CJ
2407
Caitlin John
Michigan
$7.3K -$29.5K -101 -80%
HI
2408
Hoey Investments
Pennsylvania
$6.95K – – –
FUBT
2409
First United Bank & Trust
Maryland
$6.78K – – –
AFWM
2410
Abich Financial Wealth Management
Virginia
$6.51K -$10K -37 -61%
AP
2411
Atwood & Palmer
Missouri
$6.51K +$271 +1 +4%
CAM
2412
ClariVest Asset Management
California
$6.23K – – –
OAJ
2413
Ogorek Anthony Joseph
New York
$6K -$2.16K -9 -26%
WAS
2414
Winch Advisory Services
Wisconsin
$5.51K – – –
IA
2415
IFS Advisors
Kansas
$5.42K – – –
YAL
2416
Your Advocates Ltd
Texas
$5.42K +$5.42K +20 New
PA
2417
Pineridge Advisors
Missouri
$4.07K -$1.63K -6 -29%
PS
2418
PayPay Securities
Japan
$4.07K +$814 +3 +25%
IAIM
2419
International Assets Investment Management
Florida
$3.35K +$3.34K +906,353 +26,783%
FIA
2420
FPC Investment Advisory
California
$3.01K – – –
AP
2421
Aspect Partners
Virginia
$2.44K – – –
JFG
2422
JDM Financial Group
Texas
$2.44K +$2.44K +9 New
BWP
2423
Baldwin Wealth Partners
Massachusetts
$2.17K -$7.32K -27 -77%
TFA
2424
Transamerica Financial Advisors
Florida
$2K +$2K +5 New
UCI
2425
Uncommon Cents Investing
Wisconsin
$1.63K +$1.63K +6 New
95 96
97
98 99