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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 %
CW
1501
Channel Wealth
California
$596K +$281K +1,215 +90%
TW
1502
TritonPoint Wealth
Maryland
$595K -$4.4K -19 -0.7%
SCA
1503
Sippican Capital Advisors
Massachusetts
$593K – – –
PFGIA
1504
Patriot Financial Group Insurance Agency
Massachusetts
$591K -$22.5K -97 -4%
DSC
1505
Duncker Streett & Co
Missouri
$590K – – –
GCP
1506
GSA Capital Partners
United Kingdom
$590K +$590K +2,547 New
1WM
1507
1858 Wealth Management
Ohio
$590K -$76.6K -331 -12%
GTAM
1508
Global Trust Asset Management
Florida
$588K -$13.9K -60 -2%
HIM
1509
Harbour Investment Management
Washington
$588K – – –
SEIA
1510
Signature Estate & Investment Advisors
California
$588K +$588K +2,538 New
FFS
1511
Founders Financial Securities
Maryland
$586K +$245K +1,056 +72%
HAIM
1512
Hunter Associates Investment Management
Pennsylvania
$585K – – –
BWA
1513
Burt Wealth Advisors
Maryland
$582K – – –
TIA
1514
Traphagen Investment Advisors
New Jersey
$582K – – –
TSS
1515
Two Sigma Securities
New York
$581K -$10.8M -46,586 -95%
PVM
1516
Palogic Value Management
Texas
$580K – – –
EFSCE
1517
Enterprise Financial Services Corp (EFSC)
Missouri
$580K -$1.62K -7 -0.3%
PWM
1518
Partnership Wealth Management
Maryland
$579K -$57.9K -250 -9%
FFA
1519
Founders Financial Alliance
North Carolina
$579K -$21.5K -93 -4%
HC
1520
Hendley & Co
Ohio
$579K +$579K +2,500 New
ACM
1521
Accent Capital Management
Ohio
$579K – – –
RCG
1522
Regatta Capital Group
California
$578K – – –
BA
1523
Ballast Advisors
Minnesota
$578K +$26.6K +115 +5%
SCM
1524
Sage Capital Management
New Jersey
$577K – – –
MAM
1525
Meeder Asset Management
Ohio
$575K +$215K +930 +60%
59 60
61
62 63