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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 %
GCM
2076
Gallacher Capital Management
Colorado
$260K +$260K +960 New
SCP
2077
Stamos Capital Partners
California
$260K -$960K -3,540 -79%
SFG
2078
Shum Financial Group
California
$260K +$260K +943 New
DFA
2079
Davies Financial Advisors
California
$260K -$20.1K -74 -7%
AC
2080
Apella Capital
Connecticut
$260K +$7.86K +29 +3%
HG
2081
Harbor Group
New Hampshire
$259K +$542 +2 +0.2%
SCM
2082
Sterneck Capital Management
Missouri
$259K +$259K +955 New
OWA
2083
Octavia Wealth Advisors
Ohio
$257K -$2.71K -10 -1%
ACA
2084
Ackerman Capital Advisors
Texas
$257K – – –
PL
2085
Perpetual Ltd
Australia
$256K -$2.28M -8,422 -90%
PC
2086
Port Capital
Illinois
$256K -$1.35K -5 -0.5%
CPSAC
2087
Chas P. Smith & Associates (CPS)
Florida
$256K +$19K +70 +8%
WWM
2088
WT Wealth Management
Arizona
$255K – – –
4WM
2089
49 Wealth Management
Texas
$254K +$254K +937 New
SIC
2090
Sterling Investment Counsel
New York
$254K +$254K +936 New
GPI
2091
General Partner Inc
Pennsylvania
$254K – – –
MFGM
2092
Marshall Financial Group (Maryland)
Maryland
$254K +$254K +935 New
WMA
2093
West Michigan Advisors
Michigan
$253K +$253K +934 New
VCM
2094
Versant Capital Management
Arizona
$253K +$27.4K +101 +12%
CMTU
2095
Capital Markets Trading (UK)
United Kingdom
$253K -$5.38M -19,815 -96%
MC
2096
Marest Capital
California
$253K +$253K +933 New
RCG
2097
Ruane, Cunniff & Goldfarb
New York
$253K – – –
BSHC
2098
Breed's Hill Capital
Massachusetts
$252K -$52.9K -195 -17%
WCM
2099
Wedge Capital Management
North Carolina
$251K -$15.7K -58 -6%
WFMPM
2100
Woodley Farra Manion Portfolio Management
Indiana
$251K -$11.4K -42 -4%
82 83
84
85 86