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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 %
EHC
1051
Everett Harris & Co
California
$1.66M – – –
CB
1052
Cadence Bank
Mississippi
$1.66M +$6.25K +27 +0.4%
VST
1053
Van Strum & Towne
California
$1.65M – – –
GRP
1054
Global Retirement Partners
California
$1.65M +$82.2K +355 +5%
BMCM
1055
Bryn Mawr Capital Management
Pennsylvania
$1.65M +$468K +1,919 +40%
AAM
1056
Auxier Asset Management
Oregon
$1.64M -$20.8K -90 -1%
LWCFA
1057
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.64M +$200K +800 +14%
AT
1058
American Trust
Kentucky
$1.63M -$481K -2,076 -23%
MFG
1059
Monte Financial Group
Connecticut
$1.62M -$11.6K -50 -0.7%
FPCP
1060
Fort Point Capital Partners
California
$1.62M -$1.62K -7 -0.1%
TAM
1061
Trust Asset Management
Texas
$1.61M – – –
RIM
1062
Redwood Investment Management
Arizona
$1.6M -$121K -530 -7%
AR
1063
Advisory Research
Illinois
$1.6M -$241K -1,041 -13%
CIA
1064
Citadel Investment Advisory
Ohio
$1.59M – – –
GSC
1065
G&S Capital
Colorado
$1.59M +$1.07M +4,372 +203%
MIA
1066
MainStreet Investment Advisors
Illinois
$1.59M -$502K -2,170 -24%
PSB
1067
Piscataqua Savings Bank
New Hampshire
$1.59M -$3.47K -15 -0.2%
BFG
1068
Beacon Financial Group
Texas
$1.56M -$14.1K -61 -0.9%
BO
1069
Bank OZK
Arkansas
$1.55M +$482K +2,082 +45%
DWM
1070
Dynasty Wealth Management
Florida
$1.55M +$25.5K +110 +2%
SF
1071
Symphony Financial
Texas
$1.54M -$9.37K -41 -0.6%
GAM
1072
Groupama Asset Management
France
$1.53M +$763K +3,297 +99%
FFM
1073
Forum Financial Management
Illinois
$1.53M -$83.8K -362 -5%
HNB
1074
Hilltop National Bank
Wyoming
$1.52M +$106K +457 +7%
AWA
1075
Arkadios Wealth Advisors
Georgia
$1.52M +$1.02M +4,422 +207%
41 42
43
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