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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 %
WTA
1101
Washington Trust Advisors
Massachusetts
$1.43M -$54.6K -236 -4%
FCI
1102
Financial Counselors Inc
Kansas
$1.42M +$193K +832 +16%
AG
1103
Ascent Group
Virginia
$1.42M +$52.3K +226 +4%
FFN
1104
Focus Financial Network
Minnesota
$1.42M +$172K +687 +14%
PAM
1105
Panagora Asset Management
Massachusetts
$1.42M -$462K -1,995 -25%
MOS
1106
MGO One Seven
Ohio
$1.41M -$45.2K -195 -3%
CB
1107
Community Bank
New York
$1.4M -$34.7K -150 -2%
LDB
1108
Lee, Danner & Bass
Tennessee
$1.4M +$1.4M +6,040 New
WC
1109
Weil Company
California
$1.4M – – –
FWCM
1110
Ferguson Wellman Capital Management
Oregon
$1.39M -$2.32K -10 -0.2%
RSWM
1111
Robertson Stephens Wealth Management
California
$1.39M +$108K +467 +8%
AIP
1112
Ameritas Investment Partners
Nebraska
$1.38M -$47.7K -206 -3%
PFS
1113
Prospera Financial Services
Texas
$1.38M +$97.6K +421 +8%
CFGA
1114
Cambridge Financial Group (Arizona)
Arizona
$1.38M +$5.56K +24 +0.4%
YIA
1115
YHB Investment Advisors
Connecticut
$1.38M +$4.63K +20 +0.3%
TCM
1116
Twin Capital Management
Pennsylvania
$1.38M – – –
WBC
1117
Westpac Banking Corp
Australia
$1.37M – – –
WCM
1118
Weik Capital Management
Pennsylvania
$1.36M -$81K -350 -6%
SFO
1119
Stokes Family Office
Louisiana
$1.36M +$23.2K +100 +2%
AI
1120
AXS Investments
New York
$1.35M -$182K -785 -12%
CI
1121
Cigna Investments
Connecticut
$1.35M -$72.5K -313 -5%
FCG
1122
Fielder Capital Group
Tennessee
$1.35M -$27.1K -117 -2%
BCG
1123
BayBridge Capital Group
California
$1.35M -$9.03K -39 -0.7%
TW
1124
TrinityPoint Wealth
Connecticut
$1.35M +$2.32K +10 +0.2%
HWP
1125
Highline Wealth Partners
California
$1.35M +$1.16K +5 +0.1%
43 44
45
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