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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 %
AIM
2476
Aigen Investment Management
New York
– -$721K -3,113 Closed
AWA
2477
Authentikos Wealth Advisory
California
– -$695K -3,000 Closed
XS
2478
XR Securities
Illinois
– -$677K -2,922 Closed
HIM
2479
Hillsdale Investment Management
Ontario, Canada
– -$625K -2,700 Closed
CST
2480
Charles Schwab Trust
Nevada
– -$551K -2,379 Closed
AC
2481
Allstate Corporation
Illinois
– -$540K -2,332 Closed
SGM
2482
Skye Global Management
Florida
– -$486K -2,100 Closed
AC
2483
AXQ Capital
New Jersey
– -$483K -2,085 Closed
SPA
2484
Sherbrooke Park Advisers
New York
– -$473K -2,041 Closed
HT
2485
Headlands Technologies
Illinois
– -$442K -1,910 Closed
SWS
2486
SYSTM Wealth Solutions
Illinois
– -$418K -1,807 Closed
SWA
2487
Sax Wealth Advisors
New Jersey
– -$336K -1,453 Closed
NFSG
2488
Newbridge Financial Services Group
Florida
– -$325K -1,405 Closed
DPIM
2489
Duff & Phelps Investment Management
Illinois
– -$304K -1,313 Closed
BCM
2490
Bayesian Capital Management
New York
– -$301K -1,300 Closed
FAM
2491
Fenimore Asset Management
New York
– -$256K -1,105 Closed
QT
2492
Quantbot Technologies
New York
– -$248K -1,070 Closed
CCIA
2493
Campbell & Co Investment Adviser
Maryland
– -$247K -1,068 Closed
CPP
2494
Capasso Planning Partners
South Carolina
– -$247K -1,067 Closed
JDR
2495
Jay D. Rosenbaum
– -$246K -1,063 Closed
A
2496
AJOVista
Massachusetts
– -$243K -1,048 Closed
OR
2497
Olympiad Research
Connecticut
– -$242K -1,047 Closed
OPOWM
2498
One Plus One Wealth Management
Florida
– -$232K -1,000 Closed
Marshall Wace
2499
Marshall Wace
United Kingdom
– -$232K -1,000 Closed
MCCA
2500
Mill Creek Capital Advisors
Pennsylvania
– -$219K -947 Closed
97 98 99
100
101