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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 %
OAM
801
Ostrum Asset Management
France
$3.01M -$154K -664 -5%
RCAG
802
Rehmann Capital Advisory Group
Michigan
$2.99M +$1.16K +5 +0%
TPCW
803
TD Private Client Wealth
New York
$2.99M -$833K -3,598 -22%
DAS
804
Dynamic Advisor Solutions
Arizona
$2.97M +$3.01K +13 +0.1%
PA
805
Profund Advisors
Maryland
$2.96M -$95.6K -413 -3%
ILI
806
Invesco LLC (Illinois)
Illinois
$2.96M -$12.5K -54 -0.4%
CCG
807
Ceeto Capital Group
Florida
$2.95M -$17.4K -75 -0.6%
SVWAG
808
Sound View Wealth Advisors Group
Georgia
$2.94M -$16.2K -70 -0.5%
QCG
809
Quadrant Capital Group
Ohio
$2.94M +$77.3K +334 +3%
GWCM
810
Godshalk Welsh Capital Management
Pennsylvania
$2.92M -$57.9K -250 -2%
FIA
811
Foundations Investment Advisors
Arizona
$2.91M -$167K -722 -5%
IIL
812
Insight Inv LLC
California
$2.91M -$23.2K -100 -0.8%
CC
813
Chicago Capital
Illinois
$2.91M +$301K +1,300 +12%
PS
814
Principal Securities
Iowa
$2.91M +$207K +896 +8%
SFA
815
Sequoia Financial Advisors
Ohio
$2.91M +$102K +440 +4%
COI
816
Connable Office Inc
Michigan
$2.91M -$601K -2,596 -17%
VIM
817
Vinva Investment Management
Australia
$2.9M -$163K -715 -5%
SC
818
Sawyer & Company
Massachusetts
$2.89M -$40.5K -175 -1%
AWM
819
Apollon Wealth Management
South Carolina
$2.88M -$393K -1,699 -12%
EHWM
820
Eads & Heald Wealth Management
Georgia
$2.88M -$154K -666 -5%
CIG
821
Cullen Investment Group
Louisiana
$2.87M -$86.8K -375 -3%
PCS
822
Personal CFO Solutions
New Jersey
$2.86M +$142K +613 +5%
AIM
823
AHL Investment Management
Florida
$2.86M -$12.7K -55 -0.4%
IAS
824
Insigneo Advisory Services
Florida
$2.85M -$339K -1,501 -11%
RG
825
Rathbones Group
United Kingdom
$2.81M -$7.18K -31 -0.3%
31 32
33
34 35