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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 %
NA
1701
Nottingham Advisors
New York
$409K – – –
WS
1702
Wela Strategies
Georgia
$408K -$232 -1 -0.1%
SMA
1703
Seven Mile Advisory
New Jersey
$408K -$77.3K -334 -16%
RRA
1704
Round Rock Advisors
Connecticut
$407K +$18.3K +79 +5%
WCM
1705
Windsor Capital Management
Arizona
$407K -$3.01K -13 -0.7%
CT
1706
Clearstead Trust
Maine
$404K – – –
T
1707
TOBAM
France
$403K -$172K -742 -30%
EWS
1708
Evergreen Wealth Solutions
Pennsylvania
$402K +$402K +1,734 New
W
1709
Wealthquest
Ohio
$401K – – –
IIC
1710
Integrated Investment Consultants
Michigan
$400K – – –
TVAMP
1711
Tennessee Valley Asset Management Partners
Tennessee
$400K +$400K +1,726 New
MIC
1712
Means Investment Company
Maine
$397K -$11.1K -48 -3%
WTB
1713
Washington Trust Bank
Washington
$394K -$81.7K -353 -17%
ZCI
1714
Zevenbergen Capital Investments
Washington
$394K – – –
NRI
1715
NFP Retirement Inc
California
$392K – – –
APA
1716
Astoria Portfolio Advisors
New York
$391K +$14.4K +62 +4%
GWM
1717
Gitterman Wealth Management
New Jersey
$390K – – –
AWM
1718
Angeles Wealth Management
California
$390K +$1.16K +5 +0.3%
NCM
1719
Northside Capital Management
Oregon
$390K -$28.2K -122 -7%
BWM
1720
Birchcreek Wealth Management
Ohio
$389K +$13.2K +57 +4%
CCWM
1721
Cassaday & Co Wealth Management
Virginia
$389K -$3.24K -14 -0.8%
EDRH
1722
Edmond de Rothschild Holding
Switzerland
$389K -$137K -592 -26%
HCA
1723
Hyperion Capital Advisors
New York
$389K -$116K -500 -23%
HIG
1724
Heritage Investment Group
Florida
$389K – – –
BC
1725
Burney Company
Virginia
$388K +$20.8K +90 +6%
67 68
69
70 71