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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 %
SRC
1476
Shufro Rose & Co
New York
$626K +$39.8K +172 +7%
HIM
1477
Hillsdale Investment Management
Ontario, Canada
$625K +$480K +2,072 +330%
PCG
1478
PFC Capital Group
California
$625K – – –
T
1479
TNF
Montana
$622K -$3.86K -16 -0.6%
BAM
1480
Belpointe Asset Management
Nevada
$621K -$226K -976 -27%
AIM
1481
Athena Investment Management
California
$619K -$5.79K -25 -0.9%
RW
1482
REDW Wealth
New Mexico
$619K -$5.79K -25 -0.9%
LAM
1483
Lewis Asset Management
California
$618K +$20.8K +90 +3%
BDA
1484
Borer Denton & Associates
Pennsylvania
$616K -$232K -1,000 -27%
AFC
1485
AFT Forsyth & Company
Florida
$616K +$92.6K +400 +18%
LFA
1486
Legacy Financial Advisors
Kentucky
$615K +$43.5K +188 +8%
FCA
1487
FinTrust Capital Advisors
South Carolina
$614K +$28.9K +125 +5%
TIA
1488
Tiemann Investment Advisors
California
$614K – – –
JF
1489
Jump Financial
Illinois
$613K -$4.82M -20,815 -89%
FMLI
1490
Fukoku Mutual Life Insurance
Japan
$611K +$31.7K +137 +5%
CAS
1491
CTC Alternative Strategies
Illinois
$609K +$609K +2,629 New
OF
1492
Outfitter Financial
Maine
$608K – – –
PAI
1493
Pittenger & Anderson Inc
Nebraska
$604K +$118K +508 +24%
BWP
1494
Balboa Wealth Partners
Arizona
$603K +$603K +2,604 New
PTB
1495
Pioneer Trust Bank
Oregon
$602K – – –
MWA
1496
Meridian Wealth Advisors
Texas
$600K +$10.2K +44 +2%
TWM
1497
Trueblood Wealth Management
Ohio
$599K +$120K +517 +25%
MAM
1498
McLean Asset Management
Virginia
$598K +$7.88K +33 +1%
FCCM
1499
First City Capital Management
Georgia
$598K +$77.6K +335 +15%
MBTD
1500
Mechanics Bank - Trust Department
California
$597K – – –
58 59
60
61 62