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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 %
APW
1426
Acima Private Wealth
Virginia
$695K – – –
SWM
1427
Scissortail Wealth Management
Oklahoma
$695K – – –
LWMM
1428
Legacy Wealth Management (Mississippi)
Mississippi
$695K – – –
CA
1429
Cambridge Advisors
Nebraska
$687K +$12.7K +55 +2%
TWM
1430
Tradition Wealth Management
Minnesota
$685K +$2.08K +9 +0.3%
CB
1431
Centennial Bank
Arkansas
$679K +$14.1K +61 +2%
XS
1432
XR Securities
Illinois
$677K +$677K +2,922 New
TYCC
1433
Texas Yale Capital Corp
Florida
$676K +$1.16K +5 +0.2%
EFG
1434
Everhart Financial Group
Ohio
$676K +$126K +546 +23%
PP
1435
PDS Planning
Ohio
$676K +$695 +3 +0.1%
TLCM
1436
Twin Lakes Capital Management
California
$674K +$695 +3 +0.1%
LAI
1437
Legal Advantage Investments
California
$671K – – –
ITIM
1438
Indiana Trust & Investment Management
Indiana
$667K +$79.9K +345 +14%
NP
1439
Nilsine Partners
Colorado
$667K +$8.8K +38 +1%
PWG
1440
Portside Wealth Group
Utah
$665K -$50.5K -218 -7%
BHB
1441
Bank Hapoalim BM
Israel
$665K – – –
KCPG
1442
Kavar Capital Partners Group
Kansas
$664K – – –
SB
1443
Strategic Blueprint
Georgia
$663K +$22K +95 +3%
HGA
1444
Hobbs Group Advisors
South Carolina
$663K +$663K +2,863 New
JWBC
1445
John W. Bristol & Co
New York
$660K – – –
V
1446
VeraBank
Texas
$659K -$11.6K -50 -2%
AC
1447
Abbrea Capital
California
$657K -$47.5K -205 -7%
BIG
1448
Brooklyn Investment Group
New York
$657K – – –
AC
1449
ASB Consultores
Florida
$655K -$260K -1,123 -28%
USB
1450
Union Savings Bank
Connecticut
$653K -$22.2K -96 -3%
56 57
58
59 60