AXP icon

American Express
AXP

Overview Fund Activity

2,321 hedge funds and large institutions have $139B invested in American Express in 2024 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 819 increasing their positions, 919 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,321
Holders Change
+30
Holders Change %
+1.31%
% of All Funds
33.76%
Holding in Top 10
70
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.89%
% of All Funds
1.02%
New
170
Increased
819
Reduced
919
Closed
106
Calls
$2.64B
Puts
$2.39B
Net Calls
+$248M
Net Calls Change
+$344M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$840M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.35B
3
UBS AM
UBS AM
Illinois
$1.01B
4
AIM
Alphinity Investment Management
Australia
$623M
5
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$197M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$216M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$4.42B
3
Bank of America
Bank of America
North Carolina
$2.21B
4
Barclays
Barclays
United Kingdom
$512M
5
Lazard Asset Management
Lazard Asset Management
New York
$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
476
WoodTrust Financial
Wisconsin
$9.45M -$101K -436 -1%
Pacer Advisors
477
Pacer Advisors
Pennsylvania
$9.39M +$406K +1,754 +5%
Acadian Asset Management
478
Acadian Asset Management
Massachusetts
$9.37M +$7.51M +32,451 +404%
MPM
479
MBB Public Markets
Illinois
$9.35M +$9.35M +40,388 New
IIC
480
Ironwood Investment Counsel
Arizona
$9.33M -$140K -606 -1%
BAMF
481
BI Asset Management Fondsmaeglerselskab
Denmark
$9.28M -$456K -1,971 -5%
Bessemer Group
482
Bessemer Group
New Jersey
$9.28M +$134K +577 +1%
WA
483
Waverly Advisors
Alabama
$9.25M +$1.65M +7,131 +22%
SMI
484
Shelter Mutual Insurance
Missouri
$9.24M – – –
SBIA
485
Sheaff Brock Investment Advisors
Indiana
$9.24M -$6.43M -27,773 -41%
FCT
486
Family Capital Trust
Massachusetts
$9.21M -$417K -1,802 -4%
KPWS
487
Kestra Private Wealth Services
Texas
$9.2M +$159K +687 +2%
SVCP
488
Silicon Valley Capital Partners
California
$9.2M +$617K +2,663 +7%
JC
489
Jacobs & Co
California
$9.19M -$180K -778 -2%
IG
490
ING Group
Netherlands
$9.19M -$306K -1,320 -3%
IAA
491
Independent Advisor Alliance
North Carolina
$9.12M +$1.08M +4,649 +13%
HCMT
492
Highland Capital Management (Tennessee)
Tennessee
$9.05M +$922K +3,980 +11%
BCPWM
493
Bradley & Co Private Wealth Management
Florida
$8.96M -$324K -1,398 -3%
TRCT
494
Tower Research Capital (TRC)
New York
$8.92M -$6.17M -26,657 -41%
SWIG
495
Strategic Wealth Investment Group
Kentucky
$8.92M +$8.92M +38,155 New
SCP
496
Seizert Capital Partners
Michigan
$8.91M -$4.61M -19,916 -34%
NG
497
NatWest Group
United Kingdom
$8.89M +$3.27M +14,124 +58%
CCT
498
Chemung Canal Trust
New York
$8.87M -$850K -3,671 -9%
WTC
499
WhitTier Trust Company
Nevada
$8.81M +$41.7K +180 +0.5%
HVIA
500
Hudson Valley Investment Advisors
New York
$8.81M -$883K -4,669 -9%
18 19
20
21 22