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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 %
SC
801
Sawyer & Company
Massachusetts
$3.38M -$6.24K -23 -0.2%
RCAG
802
Rehmann Capital Advisory Group
Michigan
$3.37M -$149K -547 -4%
CIG
803
Cullen Investment Group
Louisiana
$3.37M +$5.15K +19 +0.2%
OAM
804
Ostrum Asset Management
France
$3.37M -$161K -595 -5%
BFG
805
Bleakley Financial Group
New Jersey
$3.37M +$80.5K +297 +2%
ACM
806
Alight Capital Management
New York
$3.36M +$3.36M +12,400 New
VIM
807
Vinva Investment Management
Australia
$3.35M -$88.4K -326 -3%
FGA
808
Fortis Group Advisors
New Jersey
$3.34M -$200K -739 -6%
AIM
809
AHL Investment Management
Florida
$3.34M -$6.78K -25 -0.2%
RG
810
Rathbones Group
United Kingdom
$3.29M -$4.88K -18 -0.1%
FRA
811
Frank Rimerman Advisors
California
$3.28M +$279K +1,028 +9%
SCM
812
SOL Capital Management
Maryland
$3.27M +$6.78K +25 +0.2%
Two Sigma Investments
813
Two Sigma Investments
New York
$3.26M -$2.11M -7,773 -39%
III
814
Independent Investors Inc
New York
$3.25M – – –
CW
815
CreativeOne Wealth
Kansas
$3.25M -$27.9K -103 -0.9%
IIL
816
Insight Inv LLC
California
$3.25M -$163K -600 -5%
GWCM
817
Godshalk Welsh Capital Management
Pennsylvania
$3.24M -$176K -650 -5%
PA
818
Parallel Advisors
California
$3.23M +$243K +896 +8%
IAS
819
Insigneo Advisory Services
Florida
$3.23M -$185K -683 -5%
STA
820
Summit Trail Advisors
New York
$3.23M +$281K +1,036 +10%
KIA
821
KCM Investment Advisors
California
$3.22M +$29.3K +108 +0.9%
AWA
822
Arete Wealth Advisors
Illinois
$3.2M +$368K +1,383 +13%
GRP
823
Global Retirement Partners
California
$3.19M +$1.26M +4,632 +65%
PFSC
824
Peoples Financial Services Corp
Pennsylvania
$3.18M -$77K -284 -2%
FTWA
825
Fifth Third Wealth Advisors
Ohio
$3.18M +$143K +529 +5%
31 32
33
34 35