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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 %
PAS
2451
Point72 Asia (Singapore)
Singapore
– -$5.55M -23,961 Closed
IP
2452
Interval Partners
New York
– -$4.93M -21,294 Closed
CG
2453
Caprock Group
Idaho
– -$4.33M -18,691 Closed
QIM
2454
Quantitative Investment Management
Virginia
– -$4.24M -18,295 Closed
VAS
2455
Valicenti Advisory Services
New York
– -$3.61M -15,605 Closed
TF
2456
Trek Financial
Arizona
– -$3.32M -14,336 Closed
SW
2457
SVB Wealth
Massachusetts
– -$3.23M -13,933 Closed
WAM
2458
Wolverine Asset Management
Illinois
– -$2.25M -9,721 Closed
ET
2459
Entropy Technologies
New York
– -$2.2M -9,484 Closed
RL
2460
Retireful LLC
Michigan
– -$2.14M -9,229 Closed
PIMJS
2461
PKO Investment Management Joint-Stock
Poland
– -$2.03M -8,753 Closed
LAM
2462
LECAP Asset Management
United Kingdom
– -$1.87M -8,064 Closed
ADIM
2463
Alpha DNA Investment Management
Maryland
– -$1.84M -7,956 Closed
OQS
2464
Occudo Quantitative Strategies
Florida
– -$1.79M -7,745 Closed
TAF
2465
Tredje AP-fonden
Sweden
– -$1.48M -6,406 Closed
LCM
2466
Laurion Capital Management
New York
– -$1.23M -5,310 Closed
MWM
2467
Mittelman Wealth Management
Massachusetts
– -$1.21M -5,229 Closed
YIH
2468
Y-Intercept (HK)
Hong Kong
– -$1.2M -5,201 Closed
MHS
2469
M Holdings Securities
Oregon
– -$1.19M -5,136 Closed
3IP
2470
3Chopt Investment Partners
Virginia
– -$1.1M -4,753 Closed
PTC
2471
Petrus Trust Company
Texas
– -$928K -4,008 Closed
JFG
2472
Jefferies Financial Group
New York
– -$903K -3,900 Closed
SP
2473
Symmetry Partners
Connecticut
– -$861K -3,718 Closed
Two Sigma Advisers
2474
Two Sigma Advisers
New York
– -$857K -3,700 Closed
QPWM
2475
Quadrant Private Wealth Management
Pennsylvania
– -$782K -3,376 Closed
97 98
99
100 101