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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 %
SIA
1551
SkyView Investment Advisors
New Jersey
$544K +$59.3K +256 +12%
9WM
1552
9258 Wealth Management
Ohio
$542K -$2.55K -11 -0.5%
MFT
1553
Moisand Fitzgerald Tamayo
Florida
$541K – – –
AC
1554
Allstate Corporation
Illinois
$540K – – –
MWA
1555
Moser Wealth Advisors
Washington
$539K +$62.5K +270 +13%
RCM
1556
Raleigh Capital Management
North Carolina
$539K +$38.2K +165 +8%
SLA
1557
Silver Lake Advisory
Utah
$537K +$926 +4 +0.2%
SC
1558
Sapient Capital
Indiana
$537K -$25.9K -112 -5%
CFP
1559
Catalyst Financial Partners
Massachusetts
$533K +$21.8K +94 +4%
FA
1560
Fiducient Advisors
Illinois
$528K +$5.79K +25 +1%
PFS
1561
Physicians Financial Services
North Carolina
$526K – – –
ATFA
1562
All Terrain Financial Advisors
Minnesota
$523K – – –
AC
1563
Addison Capital
Pennsylvania
$522K – – –
BHIA
1564
Birch Hill Investment Advisors
Massachusetts
$521K – – –
ECM
1565
Estabrook Capital Management
New York
$520K -$316K -1,365 -38%
QPW
1566
Quantum Private Wealth
Florida
$519K – – –
CD
1567
Chapin Davis
Maryland
$518K +$43.3K +187 +9%
DWM
1568
Dechtman Wealth Management
Colorado
$517K +$1.39K +6 +0.3%
WA
1569
Wealth Architects
California
$515K -$4.63K -20 -0.9%
PHAM
1570
Palisades Hudson Asset Management
Florida
$514K – – –
UB
1571
Umpqua Bank
Oregon
$513K -$4.86K -21 -0.9%
Kayne Anderson Rudnick Investment Management
1572
Kayne Anderson Rudnick Investment Management
California
$513K +$2.09K +9 +0.4%
RWP
1573
Ridgecrest Wealth Partners
California
$512K – – –
SFG
1574
Sunburst Financial Group
Alabama
$512K -$15.5K -67 -3%
AWM
1575
Arista Wealth Management
Nevada
$512K +$512K +2,212 New
61 62
63
64 65