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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 %
MGP
551
Metis Global Partners
California
$7.68M +$212K +780 +3%
AWM
552
Avitas Wealth Management
California
$7.61M +$107K +394 +1%
NMERB
553
New Mexico Educational Retirement Board
New Mexico
$7.53M -$325K -1,200 -4%
JEST
554
JTC Employer Solutions Trustee
Jersey
$7.46M – – –
FMTC
555
Farmers & Merchants Trust Company
California
$7.43M +$19.5K +72 +0.3%
EAM
556
Erste Asset Management
Austria
$7.41M +$1M +3,691 +16%
AM
557
AGF Management
Ontario, Canada
$7.39M -$424K -1,563 -5%
Acadian Asset Management
558
Acadian Asset Management
Massachusetts
$7.38M -$3.6M -13,279 -33%
CT
559
Coastline Trust
Rhode Island
$7.34M +$233K +858 +3%
RWP
560
RWA Wealth Partners
Massachusetts
$7.33M +$329K +1,213 +5%
Assenagon Asset Management
561
Assenagon Asset Management
Luxembourg
$7.33M +$463K +1,707 +7%
IMPI
562
Ilmarinen Mutual Pension Insurance
Finland
$7.32M – – –
CSPIA
563
Cary Street Partners Investment Advisory
Virginia
$7.18M -$62K -229 -0.9%
FG
564
Foster Group
Iowa
$7.02M -$2.98K -11 -0%
AIM
565
Arcadia Investment Management
Michigan
$7.01M +$39.1K +144 +0.6%
FNFDCM
566
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7M -$370K -1,365 -5%
RIM
567
Reliant Investment Management
Tennessee
$6.96M -$42.9K -158 -0.6%
ANTB
568
AMG National Trust Bank
Colorado
$6.95M -$2.08M -7,684 -23%
FIB
569
First Interstate Bank
Montana
$6.95M -$202K -745 -3%
ACM
570
Adalta Capital Management
New York
$6.94M – – –
RAM
571
Riggs Asset Management
Pennsylvania
$6.92M +$17.4K +64 +0.3%
Jones Financial Companies
572
Jones Financial Companies
Missouri
$6.9M +$3.14M +11,597 +84%
CCG
573
Chatham Capital Group
Georgia
$6.89M +$25.8K +95 +0.4%
MIS
574
Morningstar Investment Services
Illinois
$6.86M +$93.2K +344 +1%
BL
575
Bleichroeder LP
New York
$6.78M – – –
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