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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 %
MCB
676
Morton Community Bank
Illinois
$4.99M -$167K -615 -3%
MVA
677
Mount Vernon Associates
Maryland
$4.97M +$67.8K +250 +1%
Envestnet Portfolio Solutions
678
Envestnet Portfolio Solutions
Illinois
$4.97M +$210K +773 +4%
ECM
679
Everence Capital Management
Indiana
$4.95M – – –
JCM
680
Jag Capital Management
Missouri
$4.94M +$101K +371 +2%
WIS
681
Wright Investors Service
Connecticut
$4.93M +$8.14K +30 +0.2%
SAM
682
Selway Asset Management
$4.93M – – –
VCA
683
Verdence Capital Advisors
Maryland
$4.92M +$188K +692 +4%
GT
684
Glenview Trust
Kentucky
$4.92M +$114K +420 +2%
EH
685
Equitable Holdings
New York
$4.91M +$479K +1,765 +11%
WAM
686
Weiss Asset Management
Massachusetts
$4.91M +$4.91M +18,092 New
N
687
Natixis
France
$4.9M -$14.9M -54,907 -75%
PCI
688
Pacifica Capital Investments
Texas
$4.89M – – –
NL
689
NVWM LLC
Pennsylvania
$4.87M +$420K +1,550 +9%
TA
690
TKG Advisors
Indiana
$4.85M +$2.59M +9,560 +115%
IWC
691
Integrated Wealth Concepts
Massachusetts
$4.85M +$10.6K +39 +0.2%
CL
692
Choreo LLC
Illinois
$4.84M +$661K +2,460 +16%
DWM
693
Dakota Wealth Management
Florida
$4.84M -$71.3K -263 -1%
MCM
694
Marsico Capital Management
Colorado
$4.84M -$10.1M -37,070 -67%
RBA
695
Richard Bernstein Advisors
New York
$4.84M – – –
CA
696
Callahan Advisors
Texas
$4.83M -$20.3K -75 -0.4%
NMIMC
697
Northwestern Mutual Investment Management Company
Wisconsin
$4.83M -$77K -284 -2%
TFA
698
Teamwork Financial Advisors
Texas
$4.81M +$205K +756 +4%
NP
699
NorthRock Partners
Minnesota
$4.8M +$53.7K +198 +1%
FMI
700
F/M Investments
District of Columbia
$4.77M -$2.95M -10,868 -38%
26 27
28
29 30