AXP icon

American Express
AXP

Overview Fund Activity

2,429 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, 889 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,429
Holders Change
+109
Holders Change %
+4.7%
% of All Funds
35.14%
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
889
Closed
95
Calls
$3.08B
Puts
$2.77B
Net Calls
+$318M
Net Calls Change
+$70.2M

Top Buyers

1
CWP
1
Capital Wealth Planning
Florida
$337M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.98B
3
BlackRock
3
BlackRock
New York
$11.5B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$148M
5
AIM
5
Alphinity Investment Management
Australia
$835M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.36B
2
SWM
2
Scissortail Wealth Management
Oklahoma
$818K
3
Lazard Asset Management
3
Lazard Asset Management
New York
$456M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
SR
2426
Syntax Research
Florida
$1.36K +$1.36K +5 New
WA
2427
WestEnd Advisors
North Carolina
$1.09K +$271 +1 +33%
MFG
2428
Mendota Financial Group
Wisconsin
$272 +$272 +1 New
CMP
2429
Coston McIsaac & Partners
Maine
$75 – – –
DWM
2430
Dogwood Wealth Management
Kansas
$21 -$17 – –
Norges Bank
2431
Norges Bank
Norway
– -$1.47B -6,366,820 Closed
CS
2432
Clear Street
New York
– -$98.4M -425,000 Closed
Parnassus Investments
2433
Parnassus Investments
California
– -$85.6M -369,561 Closed
Renaissance Technologies
2434
Renaissance Technologies
New York
– -$63.9M -276,026 Closed
Ohio Public Employees Retirement System (OPERS)
2435
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$59.9M -258,606 Closed
BBVA
2436
Banco Bilbao Vizcaya Argentaria
Spain
– -$38.5M -166,308 Closed
PCM
2437
Prana Capital Management
Connecticut
– -$33.3M -143,735 Closed
QC
2438
Quadrature Capital
United Kingdom
– -$33M -142,484 Closed
Voloridge Investment Management
2439
Voloridge Investment Management
Florida
– -$31.6M -136,655 Closed
SA
2440
Sanctuary Advisors
Indiana
– -$27.2M -115,293 Closed
TPSF
2441
Texas Permanent School Fund
Texas
– -$21.8M -94,086 Closed
SFC
2442
Strategic Financial Concepts
Texas
– -$7.43K -85,396 Closed
Point72 Asset Management
2443
Point72 Asset Management
Connecticut
– -$17.3M -74,742 Closed
WorldQuant Millennium Advisors
2444
WorldQuant Millennium Advisors
New York
– -$16.8M -72,690 Closed
Capital Fund Management (CFM)
2445
Capital Fund Management (CFM)
France
– -$12.9M -55,911 Closed
CSS
2446
Cubist Systematic Strategies
Connecticut
– -$12.3M -52,992 Closed
SIM
2447
Seaview Investment Managers
Florida
– -$9.6M -41,472 Closed
BAMF
2448
BI Asset Management Fondsmaeglerselskab
Denmark
– -$9.28M -40,086 Closed
FC
2449
FORA Capital
Florida
– -$7.33M -31,639 Closed
PD
2450
Point72 (DIFC)
United Arab Emirates
– -$7.28M -31,441 Closed
96 97
98
99 100