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
+$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 %
SCP
626
Sandhill Capital Partners
New York
$5.21M -$169K -731 -3%
GIM
627
Grassi Investment Management
California
$5.2M -$116K -500 -2%
PIM
628
Plato Investment Management
Australia
$5.19M +$137K +590 +3%
CPBTD
629
Central Pacific Bank - Trust Division
Hawaii
$5.18M -$232K -1,000 -4%
CT
630
Chicago Trust
Illinois
$5.16M +$187K +808 +4%
FM
631
Family Management
New York
$5.13M +$1.16K +5 +0%
NGA
632
Naples Global Advisors
Florida
$5.13M -$11.6K -50 -0.2%
BIMC
633
Benson Investment Management Company
Virginia
$5.08M -$23.4K -101 -0.5%
SWM
634
Salvus Wealth Management
New Jersey
$5.07M +$225K +973 +5%
TLP
635
Trinity Legacy Partners
Texas
$5.06M +$36.8K +159 +0.7%
OAC
636
OMERS Administration Corp
Ontario, Canada
$5.06M +$5.06M +21,839 New
EWA
637
EP Wealth Advisors
California
$5.02M -$41.9K -181 -0.8%
FG
638
Fiduciary Group
Georgia
$4.99M +$11.6K +50 +0.2%
LCI
639
L1 Capital International
Australia
$4.98M +$4.98M +21,292 New
GT
640
Greenleaf Trust
Michigan
$4.94M +$32.9K +142 +0.7%
IP
641
Interval Partners
New York
$4.93M +$4.93M +21,294 New
OAM
642
Oppenheimer Asset Management
New York
$4.92M -$199K -858 -4%
BCM
643
Birmingham Capital Management
Alabama
$4.9M -$308K -1,331 -6%
FSA
644
Fort Sheridan Advisors
Illinois
$4.9M +$1.78M +7,700 +57%
CIM
645
Chapman Investment Management
California
$4.9M -$184K -794 -4%
Carson Wealth (CWM LLC)
646
Carson Wealth (CWM LLC)
Nebraska
$4.89M +$51.9K +224 +1%
KSWA
647
Kathleen S. Wright Associates
Pennsylvania
$4.88M – – –
BL
648
BFSG LLC
California
$4.86M -$22.2K -96 -0.5%
MA
649
Montag & Associates
Georgia
$4.85M -$6.72K -29 -0.1%
FTDI
650
First Trust Direct Indexing
Massachusetts
$4.84M +$479K +2,067 +11%
24 25
26
27 28