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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 %
CIS
1851
Capital International Sarl
California
$318K +$318K +1,375 New
MAG
1852
M3 Advisory Group
Massachusetts
$318K +$101K +438 +47%
DWM
1853
Drive Wealth Management
Utah
$318K +$8.57K +37 +3%
CW
1854
CIC Wealth
Maryland
$318K -$33.8K -146 -10%
HC
1855
Hamilton Capital
Ohio
$317K -$215K -929 -40%
1CP
1856
17 Capital Partners
Arizona
$317K -$7.41K -32 -2%
SAM
1857
Strategy Asset Managers
California
$317K +$27.9K +160 +10%
LPT
1858
Legacy Private Trust
Wisconsin
$316K – – –
PCWA
1859
Pacific Capital Wealth Advisors
California
$316K +$18.3K +79 +6%
MAG
1860
Mayfair Advisory Group
Alabama
$316K -$51.5K -216 -14%
SOS
1861
Silver Oak Securities
Tennessee
$314K +$48.4K +209 +18%
AA
1862
Ancora Advisors
Ohio
$314K – – –
HFRG
1863
Houlihan Financial Resource Group
Virginia
$314K – – –
CTA
1864
Colonial Trust Advisors
South Carolina
$314K -$4.17K -18 -1%
SAI
1865
Savvy Advisors Inc
New York
$313K +$77.6K +335 +33%
JWBC
1866
J.W. Burns & Co
New York
$313K -$695 -3 -0.2%
BCM
1867
BTC Capital Management
Iowa
$312K -$6.48K -28 -2%
PMFA
1868
Plante Moran Financial Advisors
Michigan
$310K -$9.73K -42 -3%
AMG
1869
Advisors Management Group
Wisconsin
$310K -$4.86K -21 -2%
TWP
1870
Tyche Wealth Partners
Texas
$308K +$232 +1 +0.1%
FFA
1871
Fragasso Financial Advisors
Pennsylvania
$308K -$141K -611 -31%
MA
1872
MJP Associates
Connecticut
$306K +$4.63K +20 +2%
SN
1873
Sittner & Nelson
Oregon
$306K +$232 +1 +0.1%
HWA
1874
Heritage Wealth Advisors
Virginia
$306K -$519K -2,240 -63%
HCP
1875
Hexagon Capital Partners
Arkansas
$305K -$1.62K -7 -0.5%
73 74
75
76 77