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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 %
WSC
1276
Wellington Shields & Co
New York
$977K – – –
FFA
1277
Farther Finance Advisors
California
$976K +$343K +1,468 +54%
LWM
1278
Lyell Wealth Management
California
$974K – – –
CMANY
1279
Capital Management Associates (New York)
New York
$972K -$25.9K -112 -3%
SIC
1280
Salem Investment Counselors
North Carolina
$970K +$48.2K +208 +5%
PSFG
1281
Prairie Sky Financial Group
Illinois
$968K – – –
BMA
1282
Brooks Moore & Associates
Tennessee
$966K -$92.6K -400 -9%
CP
1283
Canopy Partners
Ohio
$966K +$92.4K +399 +11%
OC
1284
Oakworth Capital
Alabama
$966K +$69K +298 +8%
JPWM
1285
Jamison Private Wealth Management
Georgia
$964K -$143K -616 -13%
ANB
1286
Amarillo National Bank
Texas
$962K -$963K -4,157 -50%
APP
1287
Avantax Planning Partners
Iowa
$961K -$55.3K -239 -5%
EIM
1288
Essex Investment Management
Massachusetts
$960K -$605K -2,614 -39%
SA
1289
SRN Advisors
Pennsylvania
$960K -$553K -2,390 -37%
ANBT
1290
American National Bank & Trust
Texas
$956K +$23.6K +102 +3%
WA
1291
WBH Advisory
Maryland
$953K +$12.7K +55 +1%
BIM
1292
Baldwin Investment Management
Pennsylvania
$952K – – –
PAM
1293
Paradigm Asset Management
New York
$949K +$486K +2,100 +105%
EI
1294
Ellevest Inc
New York
$949K +$4.86K +21 +0.5%
EWM
1295
Evermay Wealth Management
Virginia
$936K – – –
MAM
1296
Morse Asset Management
Connecticut
$935K – – –
HGERS
1297
Householder Group Estate & Retirement Specialist
Arizona
$933K -$21.1K -91 -2%
BFM
1298
Boston Financial Management
Massachusetts
$933K -$47.5K -205 -5%
IIM
1299
Ipswich Investment Management
Massachusetts
$932K -$2.32K -10 -0.2%
CAL
1300
Capital Analysts LLC
Pennsylvania
$932K +$37.5K +162 +4%
50 51
52
53 54