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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 %
DM
1001
Delphi Management
Massachusetts
$1.83M +$10.2K +44 +0.6%
MME
1002
Meag Munich Ergo
Germany
$1.83M +$1.24M +5,364 +210%
ATPW
1003
Ashton Thomas Private Wealth
Arizona
$1.83M +$184K +793 +11%
IA
1004
IFP Advisors
Florida
$1.81M +$1.05M +4,540 +138%
SWA
1005
SOA Wealth Advisors
New York
$1.81M +$270K +1,164 +17%
VT
1006
Vise Technologies
New York
$1.8M -$72.2K -312 -4%
BHBT
1007
Burke & Herbert Bank & Trust
Virginia
$1.79M +$652K +2,814 +57%
OQS
1008
Occudo Quantitative Strategies
Florida
$1.79M +$1.79M +7,745 New
GM
1009
GeoWealth Management
Illinois
$1.79M +$710K +3,066 +66%
SGI
1010
Summit Global Investments
Utah
$1.79M +$1.21M +5,219 +207%
BZWA
1011
Blue Zone Wealth Advisors
California
$1.79M -$166K -716 -8%
IP
1012
Intellectus Partners
California
$1.78M -$34.7K -150 -2%
EM
1013
Excalibur Management
Massachusetts
$1.78M +$2.32K +10 +0.1%
ST
1014
Spinnaker Trust
Maine
$1.77M – – –
GI
1015
GLOBALT Investments
Georgia
$1.77M -$33.3K -144 -2%
DA
1016
Dover Advisors
Virginia
$1.77M +$46.8K +202 +3%
NHC
1017
Nicholas Hoffman & Company
Georgia
$1.77M -$224K -968 -11%
TFS
1018
Thoroughbred Financial Services
Tennessee
$1.76M +$892K +3,853 +102%
KS
1019
Karpas Strategies
Connecticut
$1.76M +$44.2K +191 +3%
CCFCSB
1020
Cape Cod Five Cents Savings Bank
Massachusetts
$1.75M -$84.3K -364 -5%
RCM
1021
RMR Capital Management
California
$1.75M -$16.4K -71 -0.9%
PAM
1022
Palisade Asset Management
Minnesota
$1.75M – – –
MA
1023
Mutual Advisors
Nebraska
$1.75M +$14.9K +60 +0.9%
NS
1024
NBC Securities
Alabama
$1.75M +$64.4K +278 +4%
VA
1025
Vident Advisory
Georgia
$1.75M +$76.2K +329 +5%
39 40
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