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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 %
ICP
1126
Interchange Capital Partners
Pennsylvania
$1.34M +$1.01M +4,342 +298%
GS
1127
GTS Securities
New York
$1.33M -$1.53M -6,601 -53%
JWCA
1128
J.W. Coons Advisors
Ohio
$1.33M +$46.3K +200 +4%
LNB
1129
Ledyard National Bank
$1.33M -$7.64K -33 -0.6%
WC
1130
Woodstock Corp
Massachusetts
$1.33M -$157K -678 -11%
TPI
1131
Trust Point Inc
Wisconsin
$1.32M -$114K -491 -8%
SP
1132
Stonebrook Private
Michigan
$1.32M +$12.7K +55 +1%
FCBT
1133
First Citizens Bank & Trust
North Carolina
$1.32M +$16K +69 +1%
AL
1134
Aspiriant LLC
California
$1.32M -$147K -634 -10%
SIA
1135
Strategic Investment Advisors
Michigan
$1.31M -$29.6K -128 -2%
PIM
1136
Profit Investment Management
Maryland
$1.31M – – –
JSW
1137
Journey Strategic Wealth
New Jersey
$1.31M +$257K +1,109 +24%
MAA
1138
Mraz Amerine & Associates
California
$1.31M +$8.8K +38 +0.7%
CAG
1139
Crestwood Advisors Group
Massachusetts
$1.31M -$164K -707 -11%
HCM
1140
Hall Capital Management
Rhode Island
$1.31M +$35K +151 +3%
PTC
1141
Private Trust Company
Ohio
$1.31M -$86.4K -373 -6%
HWM
1142
Hohimer Wealth Management
Washington
$1.31M -$10.7K -46 -0.8%
LC
1143
Lavaca Capital
Texas
$1.3M +$35.9K +155 +3%
DAS
1144
Diversify Advisory Services
Utah
$1.3M -$440K -1,852 -25%
SC
1145
Syon Capital
California
$1.29M +$8.57K +37 +0.7%
NWM
1146
Northcape Wealth Management
New York
$1.29M – – –
SB
1147
Simmons Bank
Arkansas
$1.29M -$231K -999 -15%
GBT
1148
Grove Bank & Trust
Florida
$1.29M -$245K -1,059 -16%
PVI
1149
Pine Valley Investments
New Jersey
$1.29M -$51.4K -222 -4%
IA
1150
Icon Advisers
Colorado
$1.29M – – –
44 45
46
47 48