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 %
ANTB
526
AMG National Trust Bank
Colorado
$7.71M +$1.67M +7,223 +28%
SCA
527
Stokes Capital Advisors
South Carolina
$7.69M +$605K +2,611 +9%
KFP
528
KMG Fiduciary Partners
Ohio
$7.65M -$263K -1,134 -3%
CTC
529
Central Trust Company
Missouri
$7.63M -$1.04M -4,482 -12%
SIM
530
Stratos Investment Management
Ohio
$7.59M +$1.54M +6,637 +25%
SAM
531
Securian Asset Management
Minnesota
$7.57M -$233K -1,008 -3%
1SB
532
1ST Source Bank
Indiana
$7.56M -$116K -500 -2%
DJSG
533
D.J. St. Germain
Massachusetts
$7.52M -$171K -738 -2%
BSW
534
Buckingham Strategic Wealth
Missouri
$7.51M +$150K +648 +2%
SWP
535
Stratos Wealth Partners
Ohio
$7.5M +$516K +2,229 +7%
LSERS
536
Louisiana State Employees Retirement System
Louisiana
$7.43M -$278K -1,200 -4%
LP
537
LB Partners
Virginia
$7.41M – – –
LIM
538
Letson Investment Management
Georgia
$7.37M – – –
GCA
539
Guardian Capital Advisors
Ontario, Canada
$7.36M -$545K -2,279 -7%
CA
540
Cornerstone Advisors
North Carolina
$7.36M -$648K -2,800 -8%
HAG
541
HighPoint Advisor Group
Illinois
$7.34M +$47.5K +188 +0.7%
FC
542
FORA Capital
Florida
$7.33M +$7.33M +31,639 New
LT
543
Legacy Trust
Michigan
$7.32M -$235K -1,014 -3%
NSEDCP
544
NJ State Employees Deferred Compensation Plan
New Jersey
$7.32M – – –
BCV
545
Banque Cantonale Vaudoise
Switzerland
$7.31M -$947K -4,092 -11%
WCM
546
Westend Capital Management
California
$7.31M +$2.13M +9,118 +41%
PD
547
Point72 (DIFC)
United Arab Emirates
$7.28M +$7.28M +31,441 New
CI
548
Ceera Investments
Texas
$7.28M -$49.8K -215 -0.7%
WSCM
549
Wellington Shields Capital Management
New York
$7.25M -$97.9K -423 -1%
AUB
550
Atlantic Union Bankshares
Virginia
$7.03M -$349K -1,509 -5%
20 21
22
23 24