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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 %
R
1676
Rebalance
California
$430K – – –
TIM
1677
Thompson Investment Management
Wisconsin
$430K – – –
GA
1678
Gateway Advisory
New Jersey
$429K -$14.1K -61 -3%
FB
1679
First Bancorp
Maine
$428K -$14.1K -61 -3%
6F
1680
626 Financial
Michigan
$424K +$232 +1 +0.1%
BIP
1681
Blueprint Investment Partners
North Carolina
$424K -$23.6K -102 -5%
TWM
1682
Thrive Wealth Management
Pennsylvania
$423K +$5.79K +25 +1%
MPIA
1683
Mountain Pacific Investment Advisers
Idaho
$423K -$17.4K -75 -4%
SG
1684
StoneX Group
New York
$422K +$169K +729 +67%
1WA
1685
180 Wealth Advisors
Washington
$422K +$19.6K +82 +5%
BFC
1686
Blue Fin Capital
Rhode Island
$422K – – –
MIM
1687
Merrion Investment Management
New Jersey
$422K – – –
PWP
1688
PrairieView Wealth Partners
Illinois
$421K – – –
WCM
1689
Weaver Capital Management
Georgia
$421K +$421K +1,818 New
CBT
1690
Central Bank & Trust
Kentucky
$420K -$44.2K -191 -10%
KAS
1691
KPP Advisory Services
Kentucky
$419K +$926 +4 +0.2%
SWM
1692
Silverlake Wealth Management
Vermont
$419K -$97.3K -420 -19%
SWS
1693
SYSTM Wealth Solutions
Illinois
$418K -$307K -1,325 -42%
CH
1694
Cromwell Holdings
Wyoming
$415K +$415K +1,793 New
EWA
1695
Exencial Wealth Advisors
Oklahoma
$414K -$25.5K -110 -6%
ACM
1696
Allred Capital Management
Texas
$413K -$12.3K -53 -3%
RWPA
1697
Richard W. Paul & Associates
Michigan
$411K -$5.33K -23 -1%
OFS
1698
OneAscent Financial Services
Alabama
$411K +$84.2K +364 +26%
HTIM
1699
Harbour Trust & Investment Management
Indiana
$411K – – –
MTIC
1700
Missouri Trust & Investment Company
Missouri
$410K -$2.32K -10 -0.6%
66 67
68
69 70