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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 %
ACGA
1376
Atlanta Consulting Group Advisors
Georgia
$768K – – –
AIM
1377
Aspen Investment Management
Michigan
$768K -$9.27K -40 -1%
GA
1378
Geller Advisors
New York
$766K -$232 -1 -0%
SA
1379
Strategic Advocates
Utah
$764K -$510K -2,201 -40%
KIM
1380
Kestra Investment Management
Texas
$760K +$760K +3,282 New
BB
1381
Burford Brothers
Texas
$760K +$102K +441 +16%
SIC
1382
Sigma Investment Counselors
Michigan
$758K – – –
KA
1383
Kovack Advisors
Florida
$756K -$20.1K -87 -3%
HFM
1384
Hartford Financial Management
Connecticut
$754K -$6.95K -30 -0.9%
KFS
1385
Kurt F. Somerville
$753K -$8.1K -35 -1%
ZIG
1386
Zullo Investment Group
Pennsylvania
$752K +$36.4K +157 +5%
PCP
1387
Proficio Capital Partners
Massachusetts
$750K -$1.79M -7,736 -70%
PL
1388
Plancorp LLC
Missouri
$750K -$39.1K -169 -5%
SWM
1389
SeaCrest Wealth Management
New York
$749K +$51.9K +224 +7%
CAM
1390
Cidel Asset Management
Ontario, Canada
$747K -$50.9K -220 -6%
SF
1391
Summit Financial
New Jersey
$746K +$746K +3,221 New
FMN
1392
Financial Management Network
California
$745K – – –
FFA
1393
First Foundation Advisors
California
$745K -$9.96K -43 -1%
TF
1394
Tompkins Financial
New York
$745K – – –
MAA
1395
Matrix Asset Advisors
New York
$744K -$3.71K -16 -0.5%
LJAC
1396
L.J. Altfest & Co
New York
$744K +$4.86K +21 +0.7%
FIBT
1397
First International Bank & Trust
North Dakota
$737K – – –
SAM
1398
SignalPoint Asset Management
Missouri
$731K -$11.6K -50 -2%
BFA
1399
Brown Financial Advisors
Ohio
$730K +$730K +3,151 New
WP
1400
Westmount Partners
California
$728K -$4.21K -18 -0.6%
54 55
56
57 58