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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 %
ERIM
1401
Eagle Ridge Investment Management
Connecticut
$727K – – –
EB
1402
Exchange Bank
California
$726K +$6.48K +28 +0.9%
FPCG
1403
Fort Pitt Capital Group
Pennsylvania
$726K +$7.87K +34 +1%
PHS
1404
Pekin Hardy Strauss
Illinois
$725K -$9.96K -43 -1%
AIM
1405
Aigen Investment Management
New York
$721K +$499K +2,153 +224%
PWM
1406
Purus Wealth Management
California
$721K +$926 +4 +0.1%
CYG
1407
Clean Yield Group
Vermont
$715K +$13.4K +58 +2%
RI
1408
Ridgewood Investments
New Jersey
$715K -$232 -1 -0%
RMCM
1409
Reynders McVeigh Capital Management
Massachusetts
$713K +$14.1K +61 +2%
CAM
1410
Cozad Asset Management
Illinois
$713K +$118K +508 +20%
CSPAM
1411
Cary Street Partners Asset Management
Virginia
$712K +$8.1K +35 +1%
SFI
1412
SPC Financial Inc
Maryland
$711K -$46.3K -200 -6%
BST
1413
Bath Savings Trust
Maine
$709K – – –
LA
1414
Lifeworks Advisors
Michigan
$706K -$69.2K -299 -9%
H
1415
HoyleCohen
California
$704K -$10.9K -47 -2%
OWA
1416
Outlook Wealth Advisors
Texas
$704K -$11.6K -50 -2%
LWM
1417
LongView Wealth Management
Georgia
$703K +$36.8K +159 +6%
EFL
1418
ERn Financial LLC
Wisconsin
$703K +$463 +2 +0.1%
EFG
1419
Embree Financial Group
Illinois
$701K +$18.1K +78 +3%
CCG
1420
Catalina Capital Group
California
$701K +$141K +611 +25%
APWA
1421
Atlas Private Wealth Advisors
New Jersey
$700K +$343K +1,483 +96%
AO
1422
Advisor OS
Illinois
$698K +$79.4K +343 +13%
ESB
1423
Essex Savings Bank
Connecticut
$697K -$25.5K -110 -4%
QC
1424
Quent Capital
New York
$696K +$6.02K +26 +0.9%
AWA
1425
Authentikos Wealth Advisory
California
$695K – – –
55 56
57
58 59