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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 %
MAM
1526
MWA Asset Management
Massachusetts
$574K -$19.4K -84 -3%
AIM
1527
Achmea Investment Management
Netherlands
$574K – – –
CAM
1528
Covenant Asset Management
New Jersey
$570K – – –
BHWM
1529
Bar Harbor Wealth Management
New Hampshire
$565K -$61.8K -267 -10%
IPW
1530
Impact Partnership Wealth
Georgia
$562K +$560K +2,420 +34,571%
AA
1531
Auxano Advisors
Washington
$561K +$5.33K +23 +1%
AIM
1532
Acropolis Investment Management
Missouri
$561K -$22K -95 -4%
LA
1533
LM Advisors
California
$560K -$569K -2,460 -50%
SCA
1534
Stonebridge Capital Advisors
Minnesota
$560K -$3.47K -15 -0.6%
PCM
1535
Prelude Capital Management
New York
$559K -$33.1K -143 -6%
TAM
1536
Trillium Asset Management
Massachusetts
$559K -$20.1K -87 -3%
ACM
1537
AUA Capital Management
Pennsylvania
$558K – – –
WIM
1538
Wittenberg Investment Management
Massachusetts
$558K – – –
LIA
1539
LS Investment Advisors
Michigan
$557K – – –
CIM
1540
Confluence Investment Management
Missouri
$556K -$1.16K -5 -0.2%
DIP
1541
DT Investment Partners
Pennsylvania
$555K – – –
WIA
1542
Westbourne Investment Advisors
Maryland
$555K – – –
HCM
1543
Howland Capital Management
Massachusetts
$553K – – –
CCA
1544
Childress Capital Advisors
Texas
$552K -$10.7K -46 -2%
CST
1545
Charles Schwab Trust
Nevada
$551K +$5.33K +23 +1%
WCG
1546
Weaver Consulting Group
California
$551K – – –
MMG
1547
Monetary Management Group
Missouri
$550K -$7.41K -32 -1%
PGAM
1548
Princeton Global Asset Management
New Jersey
$548K – – –
MSA
1549
Marino Stram & Associates
Massachusetts
$545K – – –
DDPIC
1550
Deroy & Devereaux Private Investment Counsel
Michigan
$544K – – –
60 61
62
63 64