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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 %
OWM
1801
OneAscent Wealth Management
Alabama
$346K +$73.3K +317 +27%
CAAS
1802
Capital Asset Advisory Services
Michigan
$345K -$1.19K -5 -0.3%
HWA
1803
HHM Wealth Advisors
Tennessee
$344K – – –
DAM
1804
Delta Asset Management
Tennessee
$344K – – –
WAM
1805
Walker Asset Management
Missouri
$344K +$926 +4 +0.3%
GSEP
1806
Golden State Equity Partners
California
$343K +$343K +1,482 New
NAMP
1807
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$342K -$256K -1,106 -43%
TCOTS
1808
Trust Company of the South
North Carolina
$341K – – –
MCM
1809
Mattern Capital Management
Colorado
$341K +$96.6K +417 +39%
ECA
1810
Elevated Capital Advisors
Utah
$341K -$7.64K -33 -2%
FBFS
1811
First Business Financial Services
Wisconsin
$340K +$4.86K +21 +1%
CIA
1812
Compass Ion Advisors
Pennsylvania
$339K – – –
FNC
1813
First National Corp
Massachusetts
$339K +$58.1K +251 +21%
WMWM
1814
Whitaker-Myers Wealth Managers
Ohio
$339K +$53.5K +231 +19%
FOA
1815
Five Oceans Advisors
California
$338K -$16.2K -70 -5%
AAG
1816
Armstrong Advisory Group
Massachusetts
$338K -$25.7K -111 -7%
HIIFS
1817
Harel Insurance Investments & Financial Services
Israel
$338K +$115K +499 +51%
AA
1818
Aire Advisors
California
$338K -$33.1K -143 -9%
SWA
1819
Sax Wealth Advisors
New Jersey
$336K +$336K +1,453 New
CCM
1820
Crew Capital Management
Ohio
$335K – – –
VNA
1821
Valley National Advisers
Pennsylvania
$334K -$692 -3 -0.2%
ECAM
1822
East Coast Asset Management
Massachusetts
$334K – – –
SCP
1823
Sivia Capital Partners
California
$333K -$35K -151 -9%
WCA
1824
Westover Capital Advisors
Delaware
$333K -$4.63K -20 -1%
FA
1825
Financial Advisors
Massachusetts
$333K – – –
71 72
73
74 75