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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 %
WGCA
901
Wolf Group Capital Advisors
Virginia
$2.28M -$299K -1,291 -12%
RT
902
Rockland Trust
Massachusetts
$2.28M -$17.8K -77 -0.8%
XWM
903
Xcel Wealth Management
Florida
$2.27M -$92.6K -400 -4%
FSA
904
Financial Security Advisor
Virginia
$2.27M -$6.25K -27 -0.3%
IPW
905
Inlet Private Wealth
Florida
$2.26M +$22.2K +96 +1%
AP
906
Americana Partners
Texas
$2.25M -$6.72K -29 -0.3%
WAM
907
Wolverine Asset Management
Illinois
$2.25M -$162K -698 -7%
TBNY
908
Trustco Bank (New York)
New York
$2.24M +$69.5K +300 +3%
LAM
909
L2 Asset Management
Massachusetts
$2.24M +$637K +2,752 +40%
KC
910
Knuff & Co
California
$2.23M – – –
MHIC
911
Marble Harbor Investment Counsel
Massachusetts
$2.23M -$23.2K -100 -1%
PIM
912
Penobscot Investment Management
Massachusetts
$2.22M – – –
KW
913
KWB Wealth
California
$2.22M -$21.2K -93 -0.9%
EAM
914
EFG Asset Management
Oregon
$2.21M +$339K +1,464 +18%
QI
915
Qtron Investments
Massachusetts
$2.21M +$36.6K +158 +2%
DEA
916
DoubleLine ETF Adviser
Florida
$2.21M -$102K -441 -4%
WWM
917
Wolff Wiese Magana
California
$2.21M +$2M +8,658 +1,001%
ET
918
Entropy Technologies
New York
$2.2M -$627K -2,708 -22%
AG
919
AlTi Global
New York
$2.18M +$1.39M +6,005 +176%
IFWM
920
Institute for Wealth Management
Colorado
$2.18M -$6.48K -28 -0.3%
BCM
921
Bridgeway Capital Management
Texas
$2.18M – – –
CPSC
922
Carl P. Sherr & Co
Massachusetts
$2.18M +$232 +1 +0%
SYBT
923
Stock Yards Bank & Trust
Kentucky
$2.17M -$90.3K -390 -4%
PL
924
Perpetual Ltd
Australia
$2.17M +$1.83M +7,922 +549%
ACL
925
Applied Capital LLC
Florida
$2.16M +$19K +82 +0.9%
35 36
37
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