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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 %
BCM
751
Buckhead Capital Management
Georgia
$3.52M -$752K -3,246 -18%
DWM
752
Diversify Wealth Management
Utah
$3.52M +$3.52M +15,562 New
CWM
753
Compass Wealth Management
Connecticut
$3.47M -$14.6K -63 -0.4%
OCM
754
Olstein Capital Management
New York
$3.47M -$810K -3,500 -19%
AWM
755
AE Wealth Management
Kansas
$3.47M +$670K +2,894 +24%
SIA
756
Schechter Investment Advisors
Michigan
$3.46M +$78.7K +340 +2%
WC
757
Wynn Capital
Georgia
$3.44M +$42.8K +185 +1%
BBWA
758
Bell & Brown Wealth Advisors
California
$3.42M -$90.1K -389 -3%
PI
759
Pettee Investors
Connecticut
$3.41M -$153K -660 -4%
WAC
760
William Allan Corp
Colorado
$3.41M -$22.5K -97 -0.7%
WOC
761
West Oak Capital
California
$3.39M +$274K +1,185 +9%
KCM
762
Kerusso Capital Management
North Carolina
$3.37M +$3.37M +14,547 New
BFA
763
Benedict Financial Advisors
Georgia
$3.35M -$5.56K -24 -0.2%
ACP
764
Aviance Capital Partners
Florida
$3.34M +$10.7K +46 +0.3%
TH
765
TCTC Holdings
Texas
$3.33M +$25.9K +112 +0.8%
GIA
766
Gladstone Institutional Advisory
Florida
$3.32M +$891K +3,846 +37%
TF
767
Trek Financial
Arizona
$3.32M -$689K -2,975 -17%
CPC
768
Cookson Peirce & Co
Pennsylvania
$3.31M +$3.31M +14,275 New
S
769
SignatureFD
Georgia
$3.3M +$257K +1,108 +8%
CNBT
770
Canandaigua National Bank & Trust
New York
$3.3M -$126K -544 -4%
EWM
771
Evercore Wealth Management
New York
$3.3M -$54.9K -237 -2%
LWM
772
Lodestone Wealth Management
Washington
$3.27M -$560K -2,419 -15%
TA
773
Townsend & Associates
Colorado
$3.27M -$89.5K -364 -3%
BFA
774
Brendel Financial Advisors
New Hampshire
$3.25M – – –
EF
775
Empowered Funds
Pennsylvania
$3.24M +$354K +1,530 +12%
29 30
31
32 33