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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 %
RAM
1176
Ramirez Asset Management
New York
$1.21M – – –
MWM
1177
Mittelman Wealth Management
Massachusetts
$1.21M -$28.9K -125 -2%
HIA
1178
Harbor Investment Advisory
Maryland
$1.21M -$6.95K -30 -0.6%
RCM
1179
RB Capital Management
Nevada
$1.21M +$69.2K +299 +6%
PC
1180
Pecaut & Co
Iowa
$1.21M -$29.2K -126 -2%
YIH
1181
Y-Intercept (HK)
Hong Kong
$1.2M +$1.2M +5,201 New
FP
1182
Factorial Partners
New York
$1.2M – – –
CWS
1183
Cypress Wealth Services
California
$1.2M +$6.95K +30 +0.6%
VRM
1184
Vectors Research Management
New York
$1.2M -$23.2K -100 -2%
ONB
1185
Old National Bancorp
Indiana
$1.2M +$11.3K +49 +1%
MHS
1186
M Holdings Securities
Oregon
$1.19M +$1.19M +5,136 New
SWM
1187
Sterling Wealth Management
Illinois
$1.19M – – –
BIAS
1188
Beacon Investment Advisory Services
New Jersey
$1.17M +$695 +3 +0.1%
BCM
1189
Barden Capital Management
Texas
$1.17M -$59.1K -256 -5%
CPG
1190
Cornerstone Planning Group
New Jersey
$1.17M +$37.5K +166 +3%
LIM
1191
Leavell Investment Management
Alabama
$1.16M +$136K +588 +13%
SOAMC
1192
Spirit of America Management Corp
New York
$1.16M – – –
WA
1193
Wealth Alliance
New York
$1.15M -$66.7K -288 -5%
LA
1194
Legacy Advisors
Pennsylvania
$1.15M +$57.2K +247 +5%
CWS
1195
Confluence Wealth Services
Pennsylvania
$1.15M -$4.63K -20 -0.4%
LCS
1196
Levin Capital Strategies
New York
$1.14M -$46.3K -200 -4%
SI
1197
Saxon Interests
Texas
$1.13M +$20.1K +87 +2%
MSAM
1198
Moloney Securities Asset Management
Missouri
$1.13M -$754K -3,255 -40%
AP
1199
Adero Partners
California
$1.13M +$149K +645 +15%
EFS
1200
Essex Financial Services
Connecticut
$1.13M +$154K +659 +16%
46 47
48
49 50