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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 %
CA
1151
Crewe Advisors
Utah
$1.28M -$11.8K -51 -0.9%
LWANC
1152
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.28M -$27.8K -120 -2%
GWM
1153
Geneos Wealth Management
Colorado
$1.27M +$755K +3,262 +147%
WANY
1154
Wealthspire Advisors (New York)
New York
$1.27M -$75.3K -325 -6%
LKIM
1155
Lawson Kroeker Investment Management
Nebraska
$1.26M +$11.8K +51 +0.9%
EAM
1156
Eagle Asset Management
Florida
$1.26M +$189K +808 +18%
WPW
1157
Waldron Private Wealth
Pennsylvania
$1.26M +$42.6K +184 +3%
CFG
1158
Carr Financial Group
Massachusetts
$1.26M +$20.1K +87 +2%
GI
1159
GAMMA Investing
California
$1.26M +$296K +1,278 +31%
RCM
1160
RNC Capital Management
California
$1.26M -$415K -1,794 -25%
MIA
1161
MeadowBrook Investment Advisors
Michigan
$1.26M -$20.8K -90 -2%
MFG
1162
Magnus Financial Group
New York
$1.25M +$12K +52 +1%
ECG
1163
Edge Capital Group
Georgia
$1.24M -$25.2K -109 -2%
LFAS
1164
Level Four Advisory Services
Texas
$1.24M +$734K +3,168 +145%
MFS
1165
Mattson Financial Services
Michigan
$1.23M +$1.23M +5,316 New
KCM
1166
KRS Capital Management
Michigan
$1.23M -$12K -52 -1%
LCM
1167
Laurion Capital Management
New York
$1.23M +$1.23M +5,310 New
BTI
1168
Blue Trust Inc
Georgia
$1.23M +$262K +1,151 +27%
BJL
1169
Brighton Jones LLC
Washington
$1.23M +$68.8K +297 +6%
CI
1170
CX Institutional
Indiana
$1.22M +$131K +564 +12%
PP
1171
Paloma Partners
Connecticut
$1.22M -$1.58M -6,826 -56%
SAM
1172
S.A. Mason
Michigan
$1.22M +$28K +121 +2%
HCM
1173
Highview Capital Management
Illinois
$1.22M +$1.22M +5,277 New
GWP
1174
Gen-Wealth Partners
Michigan
$1.22M -$47K -203 -4%
CIP
1175
Convergence Investment Partners
Florida
$1.22M +$914K +3,949 +302%
45 46
47
48 49