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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 %
AIC
951
Argus Investors Counsel
New York
$2.06M -$278K -1,199 -12%
DF
952
Donoghue Forlines
Massachusetts
$2.05M +$1.39M +5,995 +208%
CBA
953
Coastal Bridge Advisors
Connecticut
$2.05M +$5.79K +25 +0.3%
LSAG
954
Lake Street Advisors Group
New Hampshire
$2.05M -$3.94K -17 -0.2%
BEI
955
Benjamin Edwards Inc
Missouri
$2.05M -$292K -1,260 -12%
RA
956
RFG Advisory
Alabama
$2.04M -$67.6K -292 -3%
PWM
957
Pinnacle Wealth Management
California
$2.03M +$69.7K +301 +4%
SWMG
958
Signature Wealth Management Group
Georgia
$2.03M -$51.9K -224 -2%
PIMJS
959
PKO Investment Management Joint-Stock
Poland
$2.03M – – –
MG
960
Mather Group
Illinois
$2.02M +$784K +3,443 +63%
ALAM
961
Asahi Life Asset Management
Japan
$2.02M -$840K -3,628 -29%
BFA
962
Beaumont Financial Advisors
Massachusetts
$2.02M -$11.3K -49 -0.6%
AA
963
Argent Advisors
Louisiana
$2.01M -$67.8K -293 -3%
MPWT
964
MassMutual Private Wealth & Trust
Connecticut
$2.01M +$77.3K +334 +4%
PFBT
965
Parkside Financial Bank & Trust
Missouri
$2.01M +$23.6K +102 +1%
RIL
966
Rothschild Investment LLC
Illinois
$2M +$46.3K +200 +2%
BAM
967
Berkshire Asset Management
Pennsylvania
$2M -$12K -52 -0.6%
IA
968
IFG Advisory
Georgia
$2M +$2M +8,616 New
HCMG
969
Howard Capital Management Group
California
$1.99M – – –
WKWM
970
Walter & Keenan Wealth Management
Indiana
$1.99M – – –
FFO
971
Fiduciary Family Office
Florida
$1.98M -$67.6K -292 -3%
BONH
972
Bank of New Hampshire
New Hampshire
$1.98M +$122K +527 +7%
IGAM
973
iA Global Asset Management
Quebec, Canada
$1.98M -$494K -2,133 -20%
IAMOG
974
Investors Asset Management of Georgia
Georgia
$1.97M +$232 +1 +0%
SIG
975
Sargent Investment Group
Maryland
$1.97M +$675K +2,915 +52%
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