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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 %
KFI
1926
Key Financial Inc
Pennsylvania
$281K – – –
MAWA
1927
Moss Adams Wealth Advisors
Washington
$281K +$61.4K +265 +28%
SOW
1928
State of Wyoming
Wyoming
$279K -$21.8K -94 -7%
CMS
1929
Capital Market Strategies
Florida
$278K +$21.1K +91 +8%
OFG
1930
Omega Financial Group
California
$278K – – –
MWM
1931
Merriman Wealth Management
Washington
$276K -$9.96K -43 -3%
GGI
1932
Godsey & Gibb Inc
Virginia
$275K -$35K -151 -11%
TFF
1933
The Family Firm
Maryland
$274K +$695 +3 +0.3%
EWA
1934
Encompass Wealth Advisors
Oregon
$273K +$2.32K +10 +0.9%
MIM
1935
Montgomery Investment Management
Maryland
$272K – – –
BSSFA
1936
Baron Silver Stevens Financial Advisors
Florida
$272K -$30.8K -133 -10%
AWAU
1937
Alliance Wealth Advisors (Utah)
Utah
$272K +$6.72K +29 +3%
VCM
1938
Virtue Capital Management
Tennessee
$271K -$52K -210 -16%
HI
1939
Humankind Investments
New York
$270K -$13K -56 -5%
PCMC
1940
Private Capital Management (Colorado)
Colorado
$270K +$3.01K +13 +1%
LCWP
1941
Legacy Capital Wealth Partners
Arkansas
$270K -$22K -95 -8%
1WM
1942
1900 Wealth Management
Texas
$270K – – –
SMWM
1943
Silvia McColl Wealth Management
California
$270K – – –
ODIJL
1944
One Day In July LLC
Vermont
$270K +$10.7K +46 +4%
JJBC
1945
James J. Burns & Company
New York
$268K +$268K +1,159 New
DDC
1946
DF Dent & Co
Maryland
$267K – – –
FCA
1947
FLC Capital Advisors
California
$267K – – –
RPWA
1948
Regent Peak Wealth Advisors
Georgia
$267K +$926 +4 +0.3%
AGWCA
1949
Annis Gardner Whiting Capital Advisors
Florida
$267K +$6.25K +27 +2%
TNA
1950
True North Advisors
Texas
$266K – – –
76 77
78
79 80