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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 %
ACM
1651
Arcataur Capital Management
Wisconsin
$453K -$4.63K -20 -1%
LI
1652
LMCG Investments
Massachusetts
$452K -$28K -121 -6%
TA
1653
TrueWealth Advisors
Alabama
$452K +$101K +437 +29%
MFC
1654
Mechanics Financial Corp
Ohio
$452K – – –
CRC
1655
Curi RMB Capital
Illinois
$450K -$490K -2,116 -52%
SS
1656
Sunbelt Securities
Texas
$450K -$232 -1 -0.1%
IFO
1657
Independent Family Office
New York
$447K – – –
GAM
1658
Garrison Asset Management
Arkansas
$447K -$16.2K -70 -3%
CFD
1659
Creative Financial Designs
Indiana
$447K +$358K +1,547 +404%
MSWM
1660
McGlone Suttner Wealth Management
Wisconsin
$447K -$138K -739 -24%
KMWM
1661
Keudell/Morrison Wealth Management
Oregon
$446K -$5.79K -25 -1%
IAN
1662
Integrated Advisors Network
Texas
$446K -$4.42M -19,081 -91%
KA
1663
Kozak & Associates
Colorado
$446K -$196K -833 -31%
HT
1664
Headlands Technologies
Illinois
$442K +$205K +887 +87%
DCM
1665
Donaldson Capital Management
Indiana
$442K -$6.72K -29 -1%
SIA
1666
Soltis Investment Advisors
Utah
$441K +$41.5K +179 +10%
WKSWA
1667
White Knight Strategic Wealth Advisors
New Jersey
$441K +$463 +2 +0.1%
FC
1668
Forte Capital
New York
$441K -$85.2K -368 -16%
D
1669
Diversified
Delaware
$440K +$47.7K +206 +12%
CIG
1670
Cairn Investment Group
Washington
$440K – – –
BIM
1671
Barton Investment Management
Pennsylvania
$440K – – –
DW30
1672
Drucker Wealth 3.0
New Jersey
$439K +$439K +1,896 New
LSIA
1673
LaSalle St. Investment Advisors
Illinois
$439K -$5.66M -24,459 -93%
TCA
1674
Transcend Capital Advisors
New Jersey
$436K +$38.2K +165 +10%
VV
1675
Verity & Verity
South Carolina
$434K – – –
65 66
67
68 69