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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 %
VI
851
Vestcor Inc
New Brunswick, Canada
$2.6M – – –
FTWA
852
Fifth Third Wealth Advisors
Ohio
$2.59M +$1.41M +6,088 +120%
MNBTD
853
Moody National Bank Trust Division
Texas
$2.58M +$22.7K +98 +0.9%
SIG
854
Stonegate Investment Group
Alabama
$2.57M -$2.44M -10,539 -49%
WIC
855
Wilkins Investment Counsel
Massachusetts
$2.57M +$39.4K +170 +2%
SPC
856
Sigma Planning Corp
Michigan
$2.56M +$47.7K +206 +2%
FRA
857
Frank Rimerman Advisors
California
$2.56M +$2.55M +11,015 +28,987%
PA
858
Parallel Advisors
California
$2.55M +$34K +147 +1%
OC
859
Optimas Capital
Hong Kong
$2.55M – – –
GFA
860
Gifford Fong Associates
California
$2.55M – – –
SAG
861
SageView Advisory Group
California
$2.54M +$532K +2,299 +27%
JSSH
862
J. Safra Sarasin Holding
$2.53M +$2.53M +10,905 New
STA
863
Summit Trail Advisors
New York
$2.52M -$39.6K -171 -2%
JWCA
864
J.W. Cole Advisors
Florida
$2.52M +$241K +1,039 +11%
SJIM
865
St. Johns Investment Management
Florida
$2.52M +$25.5K +110 +1%
SWP
866
Strategic Wealth Partners
Ohio
$2.51M -$5.41M -23,370 -68%
HIC
867
Hartline Investment Corp
Illinois
$2.51M +$2.51M +10,844 New
TW
868
Trajan Wealth
Arizona
$2.51M +$321K +1,388 +15%
DRS
869
Deane Retirement Strategies
Louisiana
$2.51M -$59.7K -258 -2%
SPG
870
Strategic Planning Group
Utah
$2.5M +$203K +875 +9%
FDS
871
First Dallas Securities
Texas
$2.48M -$280K -1,209 -10%
MPPLM
872
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.46M +$415K +1,793 +20%
BFA
873
Buttonwood Financial Advisors
Maryland
$2.46M -$85.7K -370 -3%
HI
874
Horizon Investments
North Carolina
$2.45M +$35.6K +154 +1%
FB
875
Fulton Bank
Pennsylvania
$2.43M -$175K -756 -7%
33 34
35
36 37