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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 %
ISL
976
Ingalls & Snyder LLC
New York
$1.96M -$9.26K -40 -0.5%
SCM
977
Sirios Capital Management
Massachusetts
$1.96M +$145K +626 +8%
BB
978
Berkshire Bank
Massachusetts
$1.96M -$170K -734 -8%
PWP
979
Principle Wealth Partners
Connecticut
$1.94M – – –
ZF
980
Zhang Financial
Michigan
$1.93M +$258K +1,116 +15%
SIAG
981
Signet Investment Advisory Group
Rhode Island
$1.93M -$3.47K -15 -0.2%
TA
982
TKG Advisors
Indiana
$1.93M +$1.93M +8,337 New
OLVIG
983
Oliver Lagore Vanvalin Investment Group
Michigan
$1.91M +$1.83M +7,885 +2,196%
DIP
984
Davis Investment Partners
North Carolina
$1.9M +$249K +1,042 +15%
HR
985
Hardy Reed
Mississippi
$1.9M +$1.9M +8,199 New
HIS
986
Horizon Investment Services
Indiana
$1.89M +$1.89M +8,171 New
LFRG
987
Lazard Frères Gestion
France
$1.89M – – –
TFCM
988
Taylor Frigon Capital Management
Arizona
$1.89M -$84.3K -364 -4%
RWM
989
Ritholtz Wealth Management
New York
$1.88M -$66.7K -288 -3%
OPCM
990
Osborne Partners Capital Management
California
$1.88M -$23.2K -100 -1%
PA
991
Procyon Advisors
Connecticut
$1.87M +$652K +2,814 +54%
VWM
992
Vivid Wealth Management
Iowa
$1.87M +$1.17M +5,065 +168%
LAM
993
LECAP Asset Management
United Kingdom
$1.87M +$1.87M +8,064 New
FHA
994
First Horizon Advisors
Tennessee
$1.86M -$152K -656 -8%
EWM
995
Empirical Wealth Management
Washington
$1.86M +$308K +1,331 +20%
CNBTD
996
Citizens National Bank Trust Department
Mississippi
$1.86M -$2.32K -10 -0.1%
CS
997
Cannell & Spears
New York
$1.86M +$4.63K +20 +0.3%
WSFS
998
Wilmington Savings Fund Society
Delaware
$1.85M -$22K -95 -1%
ADIM
999
Alpha DNA Investment Management
Maryland
$1.84M -$99.6K -430 -5%
GPFA
1000
Game Plan Financial Advisors
Ohio
$1.84M +$1.81M +7,803 +6,002%
38 39
40
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