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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 %
SWM
1326
Spire Wealth Management
Virginia
$878K -$121K -522 -12%
PTP
1327
Platform Technology Partners
New York
$878K +$878K +3,792 New
GL
1328
Graypoint LLC
New York
$875K +$190K +822 +28%
GWA
1329
Gratus Wealth Advisors
Virginia
$872K +$28.1K +116 +3%
SP
1330
Symmetry Partners
Connecticut
$861K -$125K -540 -13%
Two Sigma Advisers
1331
Two Sigma Advisers
New York
$857K -$1.74M -7,500 -67%
AWA
1332
Aaron Wealth Advisors
Illinois
$855K +$98.6K +426 +13%
AWM
1333
Aries Wealth Management
Maine
$854K +$17.4K +75 +2%
OA
1334
Oxbow Advisors
Texas
$852K -$156K -675 -16%
BCG
1335
Breakwater Capital Group
New Jersey
$852K -$6.95K -30 -0.8%
PGCM
1336
Prescott Group Capital Management
Oklahoma
$848K – – –
CG
1337
CFO4Life Group
Texas
$846K +$846K +3,654 New
SA
1338
Strategic Advisors
New York
$846K -$210K -907 -20%
AI
1339
Accredited Investors
Minnesota
$846K -$40.5K -175 -5%
LCM
1340
Lazari Capital Management
California
$844K +$26.2K +113 +3%
AWM
1341
Axxcess Wealth Management
California
$840K -$1.2M -5,186 -59%
SC
1342
Saybrook Capital
North Carolina
$834K – – –
EI
1343
Ecofi Investissements
France
$833K +$833K +3,800 New
PTC
1344
Philadelphia Trust Company
Pennsylvania
$832K +$55.1K +238 +7%
OAM
1345
Oak Asset Management
California
$829K – – –
SAM
1346
Smartleaf Asset Management
Massachusetts
$826K +$166K +727 +25%
VEA
1347
Virtus ETF Advisers
New York
$824K -$121K -521 -13%
OW
1348
Olistico Wealth
Oklahoma
$822K +$94.2K +407 +13%
WB
1349
WesBanco Bank
West Virginia
$822K -$1.85K -8 -0.2%
BWP
1350
BSW Wealth Partners
Colorado
$822K -$1.16K -5 -0.1%
52 53
54
55 56