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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 %
RCIM
1451
Red Cedar Investment Management
Michigan
$652K +$652K +2,814 New
GLLW
1452
Graves Light Lenhart Wealth
Virginia
$651K – – –
GVAG
1453
Great Valley Advisor Group
Delaware
$650K -$35.9K -155 -5%
CBT
1454
CoreFirst Bank & Trust
Kansas
$650K -$3.47K -15 -0.5%
ME
1455
McIlrath & Eck
Washington
$649K – – –
MIM
1456
Meridiem Investment Management
United Kingdom
$649K – – –
KA
1457
Kearns & Associates
California
$648K – – –
PWP
1458
Pursue Wealth Partners
California
$648K +$69.5K +300 +12%
AF
1459
Arrow Financial
New York
$647K -$32.4K -140 -5%
HIP
1460
HUB Investment Partners
Texas
$645K +$47.2K +204 +8%
LC
1461
Lindbrook Capital
California
$641K +$38K +164 +6%
MW
1462
Marcum Wealth
Ohio
$640K -$19.2K -83 -3%
FFA
1463
Fortune Financial Advisors
Kansas
$638K -$6.02K -26 -0.9%
MIP
1464
Marietta Investment Partners
Wisconsin
$637K – – –
GWANC
1465
Guardian Wealth Advisors (North Carolina)
North Carolina
$636K -$695 -3 -0.1%
KWA
1466
Kingswood Wealth Advisors
California
$636K -$261K -1,129 -29%
RWM
1467
Revisor Wealth Management
Ohio
$632K -$630K -2,719 -50%
LFG
1468
Larson Financial Group
Missouri
$632K +$49.1K +212 +8%
MA
1469
MCF Advisors
Kentucky
$631K +$4.63K +20 +0.7%
MFA
1470
Millington Financial Advisors
Illinois
$631K – – –
MFG
1471
Midwest Financial Group
Kansas
$630K – – –
CTWM
1472
Cherry Tree Wealth Management
Minnesota
$629K +$10.2K +44 +2%
HDIM
1473
Hanson & Doremus Investment Management
Vermont
$628K -$12.3K -53 -2%
TSWM
1474
Triangle Securities Wealth Management
North Carolina
$628K – – –
GCM
1475
Greenland Capital Management
New York
$627K +$627K +2,706 New
57 58
59
60 61