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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 %
AF
1351
Alerus Financial
North Dakota
$822K – – –
DA
1352
Doliver Advisors
Texas
$819K +$182K +788 +29%
CWM
1353
Cornerstone Wealth Management
Missouri
$819K -$5.33K -23 -0.6%
HBT
1354
Hills Bank & Trust
Iowa
$816K -$926 -4 -0.1%
LW
1355
Linscomb Wealth
Texas
$813K – – –
PI
1356
Parkside Investments
Illinois
$810K +$810K +3,500 New
CHP
1357
Cable Hill Partners
Oregon
$806K +$806K +3,481 New
CWG
1358
Cornerstone Wealth Group
North Carolina
$805K +$30.3K +131 +4%
SWM
1359
Sendero Wealth Management
Texas
$802K -$3.08M -13,286 -79%
LA
1360
LVW Advisors
New York
$799K -$7.41K -32 -0.9%
SMA
1361
Sage Mountain Advisors
Georgia
$795K +$173K +746 +28%
MFG
1362
MidWestOne Financial Group
Iowa
$794K +$6.25K +27 +0.8%
NA
1363
Navellier & Associates
Nevada
$793K -$23.2K -100 -3%
RWS
1364
Resolute Wealth Strategies
Mississippi
$793K +$926 +4 +0.1%
RIA
1365
Richwood Investment Advisors
Ohio
$790K +$232 +1 +0%
KAM
1366
Knightsbridge Asset Management
California
$785K -$24.8K -107 -3%
TWM
1367
Tanager Wealth Management
United Kingdom
$784K – – –
IAIM
1368
International Assets Investment Management
Florida
$784K +$6.48K +28 +0.8%
LWL
1369
Leo Wealth LLC
Texas
$782K +$266K +1,141 +51%
QPWM
1370
Quadrant Private Wealth Management
Pennsylvania
$782K +$129K +557 +20%
DWM
1371
Defined Wealth Management
Oregon
$778K +$2.78K +12 +0.4%
UAML
1372
US Asset Management LLC
Pennsylvania
$774K -$25.9K -112 -3%
CTC
1373
Cetera Trust Company
Minnesota
$772K -$23.2K -100 -3%
BB
1374
Bell Bank
North Dakota
$770K – – –
LP
1375
LGL Partners
Pennsylvania
$770K -$75.7K -327 -9%
53 54
55
56 57