AXP icon

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 %
GWMIA
776
Global Wealth Management Investment Advisory
Florida
$3.24M +$117K +504 +4%
PMG
777
ProVise Management Group
Florida
$3.23M -$45.8K -198 -1%
IVP
778
Intrinsic Value Partners
Arizona
$3.23M -$88K -380 -3%
SW
779
SVB Wealth
Massachusetts
$3.23M -$509K -2,200 -14%
CIP
780
Chartwell Investment Partners
Pennsylvania
$3.22M +$56.5K +244 +2%
CAM
781
Columbia Asset Management
Michigan
$3.21M +$76.4K +330 +2%
Jones Financial Companies
782
Jones Financial Companies
Missouri
$3.21M +$2.06M +8,877 +178%
SC
783
SouthState Corp
Florida
$3.21M +$53.5K +231 +2%
CFGS
784
Concourse Financial Group Securities
Alabama
$3.2M +$170K +734 +6%
CII
785
Capital International Inc
California
$3.19M +$3.19M +13,792 New
BW
786
Bison Wealth
Georgia
$3.18M – – –
WB
787
Webster Bank
Connecticut
$3.16M -$148K -638 -4%
TBA
788
Tower Bridge Advisors
Pennsylvania
$3.16M – – –
MFG
789
Merit Financial Group
Georgia
$3.15M +$341K +1,474 +12%
BWM
790
BNC Wealth Management
Oregon
$3.14M +$351K +1,514 +13%
SW
791
Simplicity Wealth
New Jersey
$3.13M -$166K -716 -5%
GD
792
Grandfield & Dodd
New York
$3.12M -$2.08K -9 -0.1%
JCM
793
Jacobi Capital Management
Pennsylvania
$3.09M +$152K +656 +5%
HG
794
Herbst Group
Connecticut
$3.08M +$75.3K +325 +3%
SSWM
795
Smith Salley Wealth Management
North Carolina
$3.06M +$3.47K +15 +0.1%
IAS
796
Investment Advisory Services
Texas
$3.05M -$144K -620 -5%
GSB
797
Greenfield Savings Bank
Massachusetts
$3.05M -$15.3K -66 -0.5%
CCM
798
Coldstream Capital Management
Washington
$3.04M +$87.5K +378 +3%
MAS
799
Meeder Advisory Services
Ohio
$3.03M +$853K +3,682 +39%
FGA
800
Fortis Group Advisors
New Jersey
$3.03M +$3.03M +13,065 New
30 31
32
33 34