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American Express
AXP

Overview Fund Activity

2,430 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, 890 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+109
Holders Change %
+4.7%
% of All Funds
35.15%
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
890
Closed
95
Calls
$3.08B
Puts
$2.77B
Net Calls
+$318M
Net Calls Change
+$70.2M

Top Buyers

1
CWP
Capital Wealth Planning
Florida
$337M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.98B
3
BlackRock
BlackRock
New York
$11.5B
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$148M
5
AIM
Alphinity Investment Management
Australia
$835M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.36B
2
SWM
Scissortail Wealth Management
Oklahoma
$818K
3
Lazard Asset Management
Lazard Asset Management
New York
$456M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
276
Amalgamated Bank
New York
$31.5M -$443K -1,634 -1%
QCM
277
QRG Capital Management
Illinois
$31.4M +$10.9M +40,195 +53%
CSIC
278
Clifford Swan Investment Counsel
California
$31.2M -$242K -892 -0.8%
CNB
279
Czech National Bank
Czech Republic
$31M +$1.66M +6,122 +6%
FDCP
280
Foster Dykema Cabot & Partners
Massachusetts
$31M -$523K -1,930 -2%
Balyasny Asset Management
281
Balyasny Asset Management
Illinois
$30.9M +$23.1M +85,277 +298%
Pathstone Holdings
282
Pathstone Holdings
New Jersey
$30.7M +$73.2K +270 +0.2%
Cambridge Investment Research Advisors
283
Cambridge Investment Research Advisors
Iowa
$30.4M +$6.1M +22,487 +25%
TNB
284
Thomasville National Bank
Georgia
$30M +$271K +1,000 +0.9%
FMI
285
Factory Mutual Insurance
Massachusetts
$29.4M -$488K -1,800 -2%
BSA
286
Braun Stacey Associates
New York
$29.3M -$199K -733 -0.7%
CIA
287
Capital Investment Advisors
Georgia
$28.9M -$1.11M -4,085 -4%
CIBC Asset Management
288
CIBC Asset Management
Ontario, Canada
$28.8M +$1.33M +4,906 +5%
PA
289
Paralel Advisors
Colorado
$28.5M – – –
NCM
290
Noesis Capital Mangement
Florida
$28.1M +$1.12M +4,122 +4%
VF
291
Vest Financial
Virginia
$27.8M +$1.69M +6,240 +6%
DnB Asset Management
292
DnB Asset Management
Norway
$27.8M -$7.45M -27,468 -21%
UM
293
UniSuper Management
Australia
$27.7M +$115K +425 +0.4%
DIA
294
Dana Investment Advisors
Wisconsin
$27.7M -$2.41M -8,900 -8%
CAM
295
Cresset Asset Management
Illinois
$27.6M +$912K +3,361 +3%
ATN
296
AMF Tjänstepension
Sweden
$27.4M – – –
BCWM
297
Bartlett & Co Wealth Management
Ohio
$27.3M -$70.2K -259 -0.3%
CGH
298
Crossmark Global Holdings
Texas
$27.3M +$694K +2,560 +3%
UCFA
299
United Capital Financial Advisors
Texas
$27.2M -$468K -1,726 -2%
X
300
Xponance
Pennsylvania
$27.2M +$3.53K +13 +0%
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