AXP icon

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 %
WWM
1026
Western Wealth Management
Colorado
$1.74M +$61.8K +267 +4%
OFS
1027
Oldfather Financial Services
Nebraska
$1.74M -$115K -495 -6%
HIC
1028
Holderness Investments Company
North Carolina
$1.73M +$23.2K +100 +1%
RMAM
1029
Raab & Moskowitz Asset Management
New Jersey
$1.73M -$34K -147 -2%
BCM
1030
Boltwood Capital Management
California
$1.73M -$118K -508 -6%
OWP
1031
Obermeyer Wealth Partners
Colorado
$1.72M +$123K +532 +8%
BIC
1032
Beach Investment Counsel
Pennsylvania
$1.72M -$46.3K -200 -3%
CSC
1033
Caldwell Sutter Capital
California
$1.72M +$19.7K +85 +1%
GC
1034
Gratus Capital
Georgia
$1.72M +$141K +610 +9%
SP
1035
Stablepoint Partners
Massachusetts
$1.72M -$116K -468 -6%
IWA
1036
IBEX Wealth Advisors
New Jersey
$1.72M +$1.72M +7,410 New
FLPIM
1037
F.L. Putnam Investment Management
Massachusetts
$1.72M +$216K +935 +14%
VC
1038
Veracity Capital
Georgia
$1.71M +$1.16K +5 +0.1%
RWB
1039
RMR Wealth Builders
New Jersey
$1.71M +$149K +644 +10%
ABC
1040
Associated Banc-Corp
Wisconsin
$1.71M +$11.3K +49 +0.7%
USCWA
1041
U.S. Capital Wealth Advisors
Texas
$1.7M -$138K -598 -8%
AFCM
1042
Applied Finance Capital Management
Puerto Rico
$1.7M +$1.7M +7,345 New
GIA
1043
Gateway Investment Advisers
Ohio
$1.7M -$243K -1,049 -13%
NPT
1044
Nixon Peabody Trust
Massachusetts
$1.69M – – –
ZB
1045
Zions Bancorporation
Utah
$1.69M +$1.3M +5,601 +331%
BA
1046
Birinyi Associates
Connecticut
$1.68M – – –
ML
1047
McAdam LLC
Pennsylvania
$1.67M +$29.9K +129 +2%
CFFP
1048
Center for Financial Planning
Michigan
$1.67M – – –
TPW
1049
Transatlantique Private Wealth
New York
$1.67M +$25.3K +110 +2%
AG
1050
AIA Group
Hong Kong
$1.67M +$69.5K +300 +4%
40 41
42
43 44