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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 %
FPW
1601
Flagship Private Wealth
Massachusetts
$488K +$18.5K +80 +4%
FCM
1602
Fairbanks Capital Management
California
$486K – – –
GIM
1603
Greylin Investment Management
Virginia
$486K -$11.6K -50 -2%
MIM
1604
Macroview Investment Management
Maryland
$486K -$3.01K -13 -0.6%
SNBOSD
1605
Security National Bank of So Dak
Iowa
$486K – – –
SGM
1606
Skye Global Management
Florida
$486K +$486K +2,100 New
USGIU
1607
U.S. Global Investors (USGI)
Texas
$486K +$486K +2,100 New
EIP
1608
Ellis Investment Partners
Pennsylvania
$486K -$202K -873 -29%
BPCE
1609
Bank Pictet & Cie (Europe)
Germany
$485K -$1.16K -5 -0.2%
AC
1610
AXQ Capital
New Jersey
$483K +$483K +2,085 New
BCM
1611
Blume Capital Management
California
$483K – – –
KP
1612
Keel Point
Alabama
$482K +$101K +421 +26%
GKWIM
1613
Gerber Kawasaki Wealth & Investment Management
California
$482K +$39.6K +171 +9%
HWA
1614
HCR Wealth Advisors
California
$480K -$14.8K -64 -3%
HWM
1615
Horizon Wealth Management
Illinois
$479K -$40.5K -175 -8%
WPC
1616
Waters Parkerson & Co
Louisiana
$479K -$195K -843 -29%
Bank Julius Baer & Co
1617
Bank Julius Baer & Co
Switzerland
$479K -$235K -910 -33%
CAI
1618
Capital Advisors Inc
Oklahoma
$478K +$24.5K +106 +5%
RZH
1619
Relyea Zuckerberg Hanson
Connecticut
$477K +$13K +56 +3%
M
1620
MOTCO
Texas
$476K +$141K +610 +42%
RCA
1621
Ranch Capital Advisors
Florida
$476K +$231 +1 +0%
FWIA
1622
Fort Washington Investment Advisors
Ohio
$475K – – –
BLC
1623
Brown, Lisle/Cummings
Rhode Island
$474K – – –
CA
1624
Claro Advisors
Massachusetts
$473K +$122K +527 +35%
SPA
1625
Sherbrooke Park Advisers
New York
$473K +$473K +2,041 New
63 64
65
66 67