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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 %
GC
1201
Garde Capital
Washington
$1.12M -$40.5K -175 -3%
SIM
1202
Sentry Investment Management
Wisconsin
$1.12M -$229K -990 -17%
CPIG
1203
Chicago Partners Investment Group
Illinois
$1.12M +$11.4K +45 +1%
PG
1204
Prostatis Group
Maryland
$1.12M +$15.8K +67 +1%
BAM
1205
Beaumont Asset Management
Texas
$1.11M +$11.8K +51 +1%
VCP
1206
Verus Capital Partners
Arizona
$1.11M +$17.1K +74 +2%
LCM
1207
Leisure Capital Management
California
$1.11M – – –
LGA
1208
Lebenthal Global Advisors
New York
$1.11M +$114K +493 +11%
BAM
1209
Boyar Asset Management
New York
$1.11M – – –
PPWM
1210
Paragon Private Wealth Management
Kentucky
$1.11M +$42.4K +183 +4%
IP
1211
Ignite Planners
California
$1.1M +$10.1K +43 +0.9%
3IP
1212
3Chopt Investment Partners
Virginia
$1.1M +$1.1M +4,753 New
NSIM
1213
North Star Investment Management
Illinois
$1.09M -$219K -945 -17%
VAG
1214
VisionPoint Advisory Group
Texas
$1.09M -$47.5K -205 -4%
MWA
1215
Muirfield Wealth Advisors
North Carolina
$1.09M +$3.24K +14 +0.3%
IWM
1216
IHT Wealth Management
Illinois
$1.09M -$8.34K -36 -0.8%
FCAS
1217
First Command Advisory Services
Texas
$1.09M +$1.09M +4,709 New
LRPA
1218
L. Roy Papp & Associates
Arizona
$1.09M -$4.86K -21 -0.4%
WT
1219
Washington Trust
Rhode Island
$1.08M – – –
HFM
1220
Harvest Fund Management
China
$1.08M +$215K +929 +25%
Koshinski Asset Management
1221
Koshinski Asset Management
Illinois
$1.07M +$89.2K +375 +9%
BAM
1222
Byrne Asset Management
New Jersey
$1.07M -$1.08M -4,753 Closed
WFC
1223
Western Financial Corp
California
$1.07M +$1.07M +4,622 New
WP
1224
WMS Partners
Maryland
$1.07M +$513K +2,215 +92%
GITFIT
1225
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.07M – – –
47 48
49
50 51