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American Express
AXP

Overview Fund Activity

2,431 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, 891 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,431
Holders Change
+109
Holders Change %
+4.69%
% of All Funds
35.16%
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
891
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
+$235M
3
BlackRock
BlackRock
New York
+$171M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$148M
5
AIM
Alphinity Investment Management
Australia
+$106M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$823M
2
SWM
Scissortail Wealth Management
Oklahoma
-$817M
3
Lazard Asset Management
Lazard Asset Management
New York
-$329M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$316M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
501
Meeder Asset Management
Ohio
$9.02M +$8.35M +30,788 +1,240%
LSWM
502
Lorne Steinberg Wealth Management
Canada
$9.02M -$45K -166 -0.5%
2
503
2Xideas
Switzerland
$9.01M -$4.36M -16,077 -33%
SCA
504
Stokes Capital Advisors
South Carolina
$8.99M -$12.2K -45 -0.1%
PWLP
505
Prio Wealth Limited Partnership
Massachusetts
$8.98M -$137K -507 -2%
DADC
506
D.A. Davidson & Co
Montana
$8.91M -$581K -2,143 -6%
KFP
507
KMG Fiduciary Partners
Ohio
$8.88M -$76.2K -281 -0.9%
Optiver Holding
508
Optiver Holding
Netherlands
$8.81M -$8.49M -31,315 -49%
MSRPS
509
Maryland State Retirement & Pension System
Maryland
$8.77M -$3.23M -11,905 -27%
BCV
510
Banque Cantonale Vaudoise
Switzerland
$8.77M +$202K +743 +2%
RIM
511
Rakuten Investment Management
Japan
$8.7M +$2.11M +7,778 +32%
LP
512
LB Partners
Virginia
$8.68M – – –
DJSG
513
D.J. St. Germain
Massachusetts
$8.66M -$148K -547 -2%
1SB
514
1ST Source Bank
Indiana
$8.65M -$205K -755 -2%
IC
515
IEQ Capital
California
$8.65M +$1.07M +3,955 +14%
LIM
516
Letson Investment Management
Georgia
$8.64M – – –
CA
517
Cornerstone Advisors
North Carolina
$8.62M – – –
WCM
518
Westend Capital Management
California
$8.61M +$130K +480 +2%
LSERS
519
Louisiana State Employees Retirement System
Louisiana
$8.57M -$136K -500 -2%
NSEDCP
520
NJ State Employees Deferred Compensation Plan
New Jersey
$8.57M – – –
LT
521
Legacy Trust
Michigan
$8.56M -$20.3K -75 -0.2%
WSCM
522
Wellington Shields Capital Management
New York
$8.52M +$27.9K +103 +0.3%
WSFS
523
Wilmington Savings Fund Society
Delaware
$8.52M +$6.35M +23,432 +293%
P
524
&Partners
Tennessee
$8.52M +$3.93M +14,530 +86%
ADL
525
Asset Dedication LLC
California
$8.51M -$855K -3,153 -9%
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