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American Express
AXP

Overview Fund Activity

2,322 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, 820 increasing their positions, 919 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,322
Holders Change
+30
Holders Change %
+1.31%
% of All Funds
33.77%
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
820
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 %
MC
701
Mathes Company
New York
$4.09M +$109K +470 +3%
HTC
702
Haverford Trust Company
Pennsylvania
$4.09M +$1.43M +6,155 +53%
MAM
703
Magellan Asset Management
Australia
$4.09M -$36.8K -159 -0.9%
Envestnet Portfolio Solutions
704
Envestnet Portfolio Solutions
Illinois
$4.07M -$251K -1,084 -6%
NP
705
NorthRock Partners
Minnesota
$4.05M -$54.4K -235 -1%
FHB
706
First Hawaiian Bank
Hawaii
$4.04M -$1.4M -6,034 -26%
VCA
707
Verdence Capital Advisors
Maryland
$4.04M +$116K +503 +3%
SSW
708
Stone Summit Wealth
Florida
$4.04M -$68.3K -295 -2%
JA
709
JLB & Associates
Michigan
$4.03M +$1.2M +5,168 +42%
AWM
710
Avior Wealth Management
Nebraska
$4.02M -$305K -1,317 -7%
NW
711
NewEdge Wealth
Pennsylvania
$3.99M -$165K -711 -4%
BRWA
712
B. Riley Wealth Advisors
Florida
$3.98M -$870K -3,757 -18%
MAM
713
Milestone Asset Management
Pennsylvania
$3.97M -$1.18M -5,111 -23%
CCM
714
Condor Capital Management
New Jersey
$3.96M -$105K -455 -3%
BFA
715
Bill Few Associates
Pennsylvania
$3.94M -$119K -512 -3%
RCA
716
Resonant Capital Advisors
Wisconsin
$3.93M +$36.4K +157 +0.9%
TFA
717
Teamwork Financial Advisors
Texas
$3.93M +$808K +3,490 +26%
PTCG
718
Pring Turner Capital Group
California
$3.93M – – –
P
719
&Partners
Tennessee
$3.92M +$1.08M +4,648 +38%
SCM
720
Shelton Capital Management
Colorado
$3.91M -$116K -502 -3%
WG
721
Welch Group
Alabama
$3.9M +$810K +3,500 +26%
HWAM
722
Hennion & Walsh Asset Management
New Jersey
$3.86M -$144K -624 -4%
NRG
723
Nemes Rush Group
Michigan
$3.85M +$23.2K +100 +0.6%
NL
724
NVWM LLC
Pennsylvania
$3.8M -$205K -884 -5%
SC
725
Scotia Capital
Ontario, Canada
$3.8M +$1.03M +4,450 +37%
27 28
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