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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 %
AWA
876
Arete Wealth Advisors
Illinois
$2.43M -$23.8K -104 -1%
CIA
877
Concurrent Investment Advisors
Florida
$2.43M +$350K +1,510 +17%
AAS
878
Ameritas Advisory Services
Nebraska
$2.42M +$54.9K +237 +2%
GLR
879
Great Lakes Retirement
Ohio
$2.42M +$230K +994 +11%
BPWM
880
Badgley Phelps Wealth Managers
Washington
$2.42M +$3.94K +17 +0.2%
PCG
881
Prosperity Consulting Group
Maryland
$2.41M +$16.7K +72 +0.7%
FWA
882
FOCUS Wealth Advisors
Texas
$2.41M +$120K +518 +5%
GC
883
Guardian Capital
Ontario, Canada
$2.41M – – –
SAM
884
Sawgrass Asset Management
Florida
$2.4M +$9.49K +41 +0.4%
HH
885
Hilltop Holdings
Texas
$2.4M +$39.4K +170 +2%
AA
886
ALPS Advisors
Colorado
$2.39M -$194K -837 -8%
MWM
887
Mission Wealth Management
California
$2.39M +$23.6K +102 +1%
NAG
888
Northstar Advisory Group
New Jersey
$2.36M +$124K +535 +6%
BOS
889
Bank of Stockton
California
$2.36M -$430K -1,858 -15%
JIC
890
Joel Isaacson & Co
New York
$2.34M +$94.5K +408 +4%
GC
891
GFG Capital
Florida
$2.34M +$68.1K +294 +3%
CCP
892
Cunning Capital Partners
North Carolina
$2.33M – – –
B
893
Bailard
California
$2.33M +$1.16K +5 +0%
NAM
894
NTV Asset Management
West Virginia
$2.32M +$23.2K +100 +1%
Empower Advisory Group
895
Empower Advisory Group
Colorado
$2.31M -$272K -1,174 -11%
BIA
896
Bigelow Investment Advisors
Maine
$2.31M -$11.8K -51 -0.5%
UHC
897
Union Heritage Capital
Michigan
$2.31M – – –
WPC
898
Wedmont Private Capital
Pennsylvania
$2.31M +$86.1K +361 +4%
PT
899
Plimoth Trust
Massachusetts
$2.3M -$35.2K -152 -2%
DAM
900
Doheny Asset Management
California
$2.29M -$695 -3 -0%
34 35
36
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