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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 %
IA
1251
IFG Advisors
Missouri
$1.03M +$1.16K +5 +0.1%
BA
1252
Bridgewater Associates
Connecticut
$1.02M -$2.87M -12,380 -74%
SRC
1253
Sage Rhino Capital
California
$1.02M -$2.08K -9 -0.2%
AB
1254
Atlas Brown
Kentucky
$1.02M +$2.32K +10 +0.2%
DFG
1255
Delta Financial Group
New Jersey
$1.02M -$34.5K -149 -3%
RMC
1256
Resources Management Corp
Connecticut
$1.02M -$5.79K -25 -0.6%
BAAM
1257
Baker Avenue Asset Management
California
$1.01M +$32K +138 +3%
MWA
1258
Midland Wealth Advisors
Illinois
$1.01M +$20.4K +88 +2%
SC
1259
Schulhoff & Co
Ohio
$1.01M – – –
GIM
1260
Guardian Investment Management
California
$1.01M – – –
OCM
1261
Orleans Capital Management
Louisiana
$1.01M +$127K +550 +14%
WAP
1262
Wealthcare Advisory Partners
Pennsylvania
$1.01M -$43.3K -187 -4%
BDFN
1263
Bond & Devick Financial Network
Minnesota
$1.01M – – –
Verition Fund Management
1264
Verition Fund Management
Connecticut
$1.01M -$7.34M -31,702 -88%
RDWM
1265
Red Door Wealth Management
Tennessee
$1M +$8.57K +37 +0.9%
BFC
1266
Bedel Financial Consulting
Indiana
$1M -$30.1K -130 -3%
CFM
1267
Capricorn Fund Managers
United Kingdom
$1M +$1M +4,330 New
FAFN
1268
First Affirmative Financial Network
Colorado
$998K -$40.8K -176 -4%
PWM
1269
Proathlete Wealth Management
Florida
$998K -$1.62K -7 -0.2%
PCH
1270
PGIM Custom Harvest
New Jersey
$997K +$997K +4,307 New
AFG
1271
Atomi Financial Group
New York
$996K +$257K +1,110 +35%
PWPS
1272
Pinnacle Wealth Planning Services
Ohio
$993K -$69.5K -300 -7%
SAM
1273
Sompo Asset Management
Japan
$986K -$23.2K -100 -2%
BMC
1274
Benin Management Corp
Connecticut
$985K – – –
SFS
1275
Solitude Financial Services
Virginia
$982K +$104K +447 +12%
49 50
51
52 53