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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 %
PFA
1751
Pure Financial Advisors
California
$375K +$2.32K +10 +0.6%
SIAP
1752
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$375K – – –
TNBTD
1753
Trustmark National Bank Trust Department
Mississippi
$373K +$135K +584 +57%
KWM
1754
Kolinsky Wealth Management
New Jersey
$373K +$8.57K +37 +2%
FWM
1755
Forza Wealth Management
Florida
$372K – – –
TC
1756
Trilogy Capital
California
$372K +$372K +1,608 New
PWS
1757
Peterson Wealth Services
Utah
$372K +$463 +2 +0.1%
CPIA
1758
Cornell Pochily Investment Advisors
New York
$371K +$463 +2 +0.1%
AA
1759
Alta Advisers
United Kingdom
$370K – – –
SC
1760
Schubert & Co
Texas
$370K – – –
FTIS
1761
First Trust Investment Solutions
Florida
$370K +$88.7K +383 +32%
CHC
1762
City Holding Co
West Virginia
$370K -$10.2K -44 -3%
WG
1763
Wealth Group
North Carolina
$369K -$463 -2 -0.1%
BG
1764
Bahl & Gaynor
Ohio
$368K -$98.6K -426 -21%
KWM
1765
Keebeck Wealth Management
Illinois
$367K – – –
NG
1766
Norden Group
Utah
$367K -$13.9K -60 -4%
TTWM
1767
TCV Trust & Wealth Management
Virginia
$366K -$30.8K -133 -8%
KLI
1768
Kelman-Lazarov Inc
Tennessee
$366K – – –
BFG
1769
Bouchey Financial Group
New York
$365K -$924 -4 -0.3%
WAS
1770
Wealth Advisory Solutions
Indiana
$365K – – –
OFG
1771
Oxford Financial Group
Indiana
$364K +$48.6K +210 +15%
RIM
1772
Rockbridge Investment Management
New York
$363K – – –
GCA
1773
Genesee Capital Advisors
New York
$363K +$363K +1,567 New
FAM
1774
Formidable Asset Management
Ohio
$361K +$361K +1,559 New
WCFA
1775
Walkner Condon Financial Advisors
Wisconsin
$361K -$175K -755 -33%
69 70
71
72 73