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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 %
IRC
1726
Investors Research Corp
Georgia
$388K – – –
WFAG
1727
Worth Financial Advisory Group
North Carolina
$388K -$194K -840 -33%
VIP
1728
Vista Investment Partners
Oklahoma
$385K – – –
LC
1729
LCNB Corp
Ohio
$385K – – –
FA
1730
Fagan Associates
New York
$384K – – –
IC
1731
Inscription Capital
Texas
$384K – – –
VC
1732
Vicus Capital
Pennsylvania
$383K +$79.2K +342 +26%
SL
1733
Sentinus LLC
Illinois
$383K +$7.87K +34 +2%
SCM
1734
SKBA Capital Management
California
$382K – – –
EBA
1735
Eagle Bay Advisors
New York
$382K -$77.1K -333 -17%
BFG
1736
Berger Financial Group
Minnesota
$381K +$695 +3 +0.2%
ZIMP
1737
Zimmermann Investment Management & Planning
Pennsylvania
$381K +$381K +1,647 New
FM
1738
Foster & Motley
Ohio
$381K -$1.85K -8 -0.5%
ATI
1739
Act Two Investors
California
$381K – – –
AWA
1740
Acorn Wealth Advisors
Michigan
$381K +$7.18K +31 +2%
AWM
1741
Accel Wealth Management
Iowa
$381K -$22.5K -97 -6%
RIA
1742
Regal Investment Advisors
Michigan
$380K +$27.1K +117 +8%
HR
1743
Howe & Rusling
New York
$379K -$6.95K -30 -2%
MSCM
1744
McElhenny Sheffield Capital Management
Texas
$379K +$2.78K +12 +0.7%
LWM
1745
Liberty Wealth Management
California
$378K +$240K +2,641 +173%
SGK
1746
Steigerwald Gordon & Koch
Virginia
$377K – – –
CWM
1747
Centric Wealth Management
Illinois
$377K – – –
ACI
1748
Alpha Cubed Investments
California
$376K -$333K -1,440 -47%
MCWA
1749
Meadow Creek Wealth Advisors
Georgia
$376K – – –
LFS
1750
Legacy Financial Strategies
Kansas
$375K +$1.65K +7 +0.4%
68 69
70
71 72