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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 %
JWA
1776
JFS Wealth Advisors
Pennsylvania
$360K -$463 -2 -0.1%
HWM
1777
Hemington Wealth Management
Virginia
$360K +$8.79K +38 +3%
MA
1778
MONECO Advisors
Connecticut
$360K +$6.02K +26 +2%
SDAM
1779
Shulman DeMeo Asset Management
New York
$360K +$926 +4 +0.3%
AWA
1780
Amplius Wealth Advisors
Pennsylvania
$358K – – –
BOM
1781
Bank of Marin
California
$358K – – –
PWA
1782
Physician Wealth Advisors
Utah
$355K +$21.2K +85 +6%
KPWG
1783
KFA Private Wealth Group
Virginia
$355K +$7.64K +33 +2%
AAS
1784
Annex Advisory Services
Wisconsin
$354K – – –
BCFD
1785
Boit C.F. David
$353K – – –
NAS
1786
Nicolet Advisory Services
Wisconsin
$353K +$57.6K +241 +19%
ASG
1787
Ariston Services Group
California
$352K -$1.16K -5 -0.3%
RMDI
1788
R.M. Davis Inc
Maine
$352K -$79.4K -343 -18%
DTC
1789
Davidson Trust Company
Washington
$351K -$5.79K -25 -2%
MCM
1790
MV Capital Management
Maryland
$350K +$2.32K +10 +0.7%
NB
1791
Northwest Bancshares
Pennsylvania
$349K – – –
KFGK
1792
Keystone Financial Group (Kentucky)
Kentucky
$349K -$29.4K -127 -8%
CIS
1793
Custom Index Systems
New York
$349K -$402K -1,738 -54%
LWMG
1794
Levy Wealth Management Group
Pennsylvania
$348K +$92.8K +401 +36%
FPFS
1795
First Personal Financial Services
North Carolina
$347K -$44.9K -194 -11%
AAIM
1796
Asset Advisors Investment Management
Georgia
$347K -$23.2K -100 -6%
WA1
1797
Wimmer Associates 1
California
$347K – – –
PAS
1798
Professional Advisory Services
Florida
$347K – – –
PIA
1799
Perennial Investment Advisors
California
$347K +$4.4K +19 +1%
OL
1800
OneFund LLC
Florida
$346K +$5.56K +24 +2%
70 71
72
73 74