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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 %
EPP
1901
ETF Portfolio Partners
Kansas
$294K – – –
CAL
1902
Capital Advisors Ltd
Ohio
$293K +$50.7K +219 +21%
MF
1903
Manchester Financial
California
$293K +$293K +1,264 New
SCA
1904
Sandy Cove Advisors
Massachusetts
$292K +$2.09K +9 +0.7%
IIA
1905
IPG Investment Advisors
California
$290K +$5.09K +22 +2%
EGA
1906
E&G Advisors
Texas
$290K -$23.2K -100 -7%
TLA
1907
Tanglewood Legacy Advisors
Texas
$289K – – –
AIA
1908
Alera Investment Advisors
Illinois
$289K +$289K +1,246 New
CSB
1909
City State Bank
Iowa
$288K – – –
EP
1910
Edgestream Partners
New Jersey
$288K -$3.26M -14,074 -92%
BSAM
1911
Blue Square Asset Management
New York
$287K – – –
KLCM
1912
KG&L Capital Management
Louisiana
$287K +$287K +1,240 New
MW
1913
Maia Wealth
Colorado
$286K +$286K +1,173 New
HPM
1914
Hoxton Planning & Management
West Virginia
$286K +$1.16K +5 +0.4%
NWM
1915
Northwest Wealth Management
Iowa
$286K +$1.62K +7 +0.6%
KFA
1916
Kapstone Financial Advisors
Ohio
$284K -$18.1K -78 -6%
GFP
1917
Gryphon Financial Partners
Ohio
$284K +$31.3K +135 +12%
CF
1918
Centaurus Financial
California
$283K +$232 +1 +0.1%
HWA
1919
Heartwood Wealth Advisors
Virginia
$283K – – –
HBT
1920
Heartland Bank & Trust
Illinois
$282K – – –
1IA
1921
1620 Investment Advisors
Massachusetts
$282K +$282K +1,220 New
WMP
1922
Wealth Management Partners
Arizona
$282K +$232 +1 +0.1%
MC
1923
Middleton & Co
Massachusetts
$282K -$11.6K -50 -4%
FCM
1924
Firestone Capital Management
Florida
$281K – – –
YDMI
1925
Y.D. More Investments
Israel
$281K +$86.9K +376 +45%
75 76
77
78 79