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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 %
HI
1226
Harbour Investments
Wisconsin
$1.06M -$8.34K -36 -0.8%
SL
1227
Sentry LLC
Tennessee
$1.06M – – –
UAS
1228
United Asset Strategies
New York
$1.06M -$150K -649 -12%
PA
1229
PFG Advisors
Arizona
$1.06M +$33.8K +146 +3%
ACM
1230
Advisors Capital Management
New Jersey
$1.06M +$26.2K +113 +3%
FW
1231
FullCircle Wealth
Texas
$1.06M +$1.06M +4,386 New
TPWM
1232
Twelve Points Wealth Management
Massachusetts
$1.06M +$6.02K +26 +0.6%
TCM
1233
Tufton Capital Management
Maryland
$1.06M – – –
AFG
1234
Allegheny Financial Group
Pennsylvania
$1.05M +$463 +2 +0%
TWA
1235
TCI Wealth Advisors
Arizona
$1.05M -$21.5K -93 -2%
PPWP
1236
Premier Path Wealth Partners
New Jersey
$1.05M -$2.32K -10 -0.2%
ECU
1237
Eisler Capital (UK)
United Kingdom
$1.05M +$528K +2,279 +101%
SAIG
1238
Semper Augustus Investments Group
Colorado
$1.05M -$150K -648 -13%
AC
1239
Avestar Capital
New York
$1.04M +$400K +1,726 +62%
CI
1240
Conning Inc
Connecticut
$1.04M +$24.8K +107 +2%
BC
1241
Bridgefront Capital
Texas
$1.04M +$1.04M +4,505 New
MCM
1242
Manchester Capital Management
Vermont
$1.04M -$160K -691 -13%
SCP
1243
Stamos Capital Partners
California
$1.04M +$1.04M +4,500 New
EIM
1244
Ervin Investment Management
Washington
$1.04M – – –
RFG
1245
RFP Financial Group
Georgia
$1.04M – – –
MYIA
1246
Mount Yale Investment Advisors
Colorado
$1.04M +$7.41K +32 +0.7%
OFS
1247
Orrstown Financial Services
Pennsylvania
$1.04M – – –
BCM
1248
Becker Capital Management
Oregon
$1.04M -$4.63K -20 -0.4%
APC
1249
Aspire Private Capital
North Carolina
$1.03M +$47.9K +207 +5%
WA
1250
WealthTrust Axiom
Pennsylvania
$1.03M – – –
48 49
50
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