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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 %
FDDB
1876
Fidelity D&D Bancorp
Pennsylvania
$305K – – –
GDP
1877
Great Diamond Partners
Maine
$304K -$4.4K -19 -1%
SAM
1878
Summit Asset Management
Tennessee
$304K – – –
DPIM
1879
Duff & Phelps Investment Management
Illinois
$304K -$1.23M -5,321 -80%
BP
1880
BBR Partners
New York
$304K -$15.7K -68 -5%
HFS
1881
Heritage Financial Services
Massachusetts
$304K -$3.71K -16 -1%
MMHP
1882
Murphy Middleton Hinkle & Parker
Georgia
$302K – – –
AFT
1883
Alpha Family Trust
California
$302K – – –
LJHT
1884
Laurie J. Hall Trustee
$302K – – –
CAC
1885
Certified Advisory Corp
Florida
$302K +$11.6K +50 +4%
BCM
1886
Bayesian Capital Management
New York
$301K -$7.94M -34,306 -96%
WC
1887
Wexford Capital
Florida
$301K -$301K -1,300 -50%
LW
1888
Libra Wealth
California
$301K – – –
FA
1889
FDx Advisors
Illinois
$301K -$260K -1,125 -46%
AT
1890
Arden Trust
Delaware
$300K -$20.4K -88 -6%
VA
1891
Valmark Advisers
Ohio
$300K +$27.8K +120 +10%
AWM
1892
Austin Wealth Management
Texas
$297K +$1.19K +5 +0.4%
RWP
1893
Revolve Wealth Partners
New Jersey
$297K -$5.09K -22 -2%
NSAM
1894
North Star Asset Management
Wisconsin
$296K – – –
OWA
1895
One Wealth Advisors
California
$296K -$2.85K -12 -1%
4WM
1896
4J Wealth Management
Virginia
$296K – – –
SWM
1897
Stockman Wealth Management
Montana
$295K – – –
BOPW
1898
Brandywine Oak Private Wealth
Pennsylvania
$295K -$4.17K -18 -1%
SAA
1899
Southeast Asset Advisors
Georgia
$294K +$463 +2 +0.2%
CC
1900
Callan Capital
California
$294K +$15.3K +66 +5%
74 75
76
77 78