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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
+$471M
3
UBS AM
UBS AM
Illinois
+$215M
4
AIM
Alphinity Investment Management
Australia
+$182M
5
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$178M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$707M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$675M
3
Bank of America
Bank of America
North Carolina
-$425M
4
Barclays
Barclays
United Kingdom
-$340M
5
Lazard Asset Management
Lazard Asset Management
New York
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
601
Silvant Capital Management
Georgia
$5.76M -$45.4K -196 -0.8%
VVP
602
Venture Visionary Partners
Ohio
$5.75M +$148K +637 +3%
MIS
603
Morningstar Investment Services
Illinois
$5.71M -$22.2K -97 -0.4%
EOJOAM
604
E. Ohman J:or Asset Management
Sweden
$5.7M +$232K +1,000 +4%
KC
605
Kingfisher Capital
North Carolina
$5.69M -$56.7K -245 -1%
CWM
606
Concentric Wealth Management
California
$5.64M +$21.5K +93 +0.4%
LNWWM
607
Laird Norton Wetherby Wealth Management
California
$5.57M -$199K -859 -3%
RIM
608
Rakuten Investment Management
Japan
$5.55M +$2.02M +8,828 +57%
PAS
609
Point72 Asia (Singapore)
Singapore
$5.55M +$4.25M +18,351 +327%
CFSG
610
Community Financial Services Group
Vermont
$5.5M +$291K +1,258 +6%
WCM
611
Wisconsin Capital Management
Wisconsin
$5.5M +$111K +480 +2%
SW
612
SteelPeak Wealth
California
$5.48M -$50K -216 -0.9%
AC
613
Arjuna Capital
North Carolina
$5.42M +$843K +3,639 +18%
GFS
614
GYL Financial Synergies
Connecticut
$5.41M +$232 +1 +0%
EAM
615
Erste Asset Management
Austria
$5.41M -$1.44M -6,308 -21%
PWMAG
616
Pinnacle Wealth Management Advisory Group
New Jersey
$5.4M +$3.47K +15 +0.1%
BBNA
617
Bremer Bank National Association
Minnesota
$5.38M -$234K -1,011 -4%
FCH
618
Freestone Capital Holdings
Washington
$5.37M +$38K +164 +0.7%
RC
619
RBF Capital
California
$5.33M – – –
TCOV
620
Trust Company of Vermont
Vermont
$5.3M -$38K -164 -0.7%
HCM
621
Hutner Capital Management
Vermont
$5.27M – – –
TC
622
TownSquare Capital
Utah
$5.27M +$303K +1,308 +6%
RJT
623
Raymond James Trust
Florida
$5.26M -$414K -1,786 -7%
SF
624
Synovus Financial
Georgia
$5.24M -$21.8K -94 -0.4%
AAS
625
Avantax Advisory Services
Texas
$5.24M +$1.65M +7,110 +46%
23 24
25
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