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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 %
WA
1626
Waddell & Associates
Tennessee
$471K – – –
SPI
1627
Sutton Place Investors
New York
$469K +$3.71K +16 +0.8%
HBW
1628
Hazlett, Burt & Watson
West Virginia
$469K -$18.5K -80 -4%
CA
1629
Continuum Advisory
Idaho
$469K -$4.17K -18 -0.9%
PWP
1630
Precedent Wealth Partners
Texas
$468K +$61.1K +264 +15%
Members Trust
1631
Members Trust
Florida
$468K -$1.62K -7 -0.3%
Capstone Investment Advisors
1632
Capstone Investment Advisors
New York
$467K -$702K -3,031 -60%
OWA
1633
ORBA Wealth Advisors
Illinois
$466K +$2.32K +10 +0.5%
WCM
1634
Whitener Capital Management
North Carolina
$465K – – –
APIM
1635
Agate Pass Investment Management
Washington
$465K -$41K -177 -8%
CHAM
1636
Clear Harbor Asset Management
Connecticut
$463K – – –
CP
1637
Cumberland Partners
Ontario, Canada
$463K – – –
HA
1638
Harbor Advisors
Florida
$463K – – –
CIA
1639
Caerus Investment Advisors
Texas
$463K – – –
MCM
1640
Magnolia Capital Management
New York
$463K – – –
RA
1641
Ruggaard & Associates
Ohio
$462K -$3.94K -17 -0.8%
AI
1642
AdvisorShares Investments
Maryland
$461K -$140K -597 -23%
CS
1643
Capital Square
Tennessee
$461K +$2.94K +12 +0.6%
AAP
1644
Arax Advisory Partners
Colorado
$460K +$43.8K +189 +11%
TFA
1645
Toth Financial Advisory
Virginia
$458K -$26.6K -115 -5%
AIM
1646
Allen Investment Management
New York
$458K – – –
CSWM
1647
Cassady Schiller Wealth Management
Ohio
$458K – – –
KF
1648
KKM Financial
Illinois
$455K – – –
QWP
1649
Quotient Wealth Partners
Texas
$455K +$54.9K +237 +14%
SPWG
1650
Sage Private Wealth Group
Illinois
$454K -$76.6K -331 -14%
64 65
66
67 68