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American Express

2,338 hedge funds and large institutions have $140B invested in American Express in 2024 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 825 increasing their positions, 924 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 108

10% more call options, than puts

Call options by funds: $2.64B | Put options by funds: $2.39B

1% more funds holding

Funds holding: 2,3082,338 (+30)

0% more capital invested

Capital invested by funds: $139B → $140B (+$350M)

0.76% less ownership

Funds ownership: 84.69%83.93% (-0.76%)

8% less funds holding in top 10

Funds holding in top 10: 7670 (-6)

11% less repeat investments, than reductions

Existing positions increased: 825 | Existing positions reduced: 924

Holders
2,338
Holders Change
+30
Holders Change %
+1.3%
% of All Funds
33.76%
Holding in Top 10
70
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.89%
% of All Funds
1.01%
New
171
Increased
825
Reduced
924
Closed
108
Calls
$2.64B
Puts
$2.39B
Net Calls
+$248M
Net Calls Change
+$344M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1951
Humankind Investments
New York
$270K -$13K -56 -5%
PCMC
1952
Private Capital Management (Colorado)
Colorado
$270K +$3.01K +13 +1%
LCWP
1953
Legacy Capital Wealth Partners
Arkansas
$270K -$22K -95 -8%
1WM
1954
1900 Wealth Management
Texas
$270K
SMWM
1955
Silvia McColl Wealth Management
California
$270K
ODIJL
1956
One Day In July LLC
Vermont
$270K +$10.7K +46 +4%
BEW
1957
Burton Enright Welch
California
$269K -$24.5K -106 -8%
JJBC
1958
James J. Burns & Company
New York
$268K +$268K +1,159 New
DDC
1959
DF Dent & Co
Maryland
$267K
FCA
1960
FLC Capital Advisors
California
$267K
RPWA
1961
Regent Peak Wealth Advisors
Georgia
$267K +$926 +4 +0.3%
AGWCA
1962
Annis Gardner Whiting Capital Advisors
Florida
$267K +$6.25K +27 +2%
TNA
1963
True North Advisors
Texas
$266K
TIM
1964
Tortoise Investment Management
New York
$266K
WRM
1965
Weybosset Research & Management
Rhode Island
$266K
CFO
1966
CVA Family Office
Colorado
$266K +$3.24K +14 +1%
EA
1967
Everpar Advisors
Oklahoma
$266K +$31.7K +137 +14%
MCM
1968
Mendel Capital Management
Arkansas
$264K +$695 +3 +0.3%
VFA
1969
Voya Financial Advisors
Connecticut
$264K +$7.41K +32 +3%
BL
1970
Balentine LLC
Georgia
$264K -$1.34M -5,769 -84%
BWM
1971
Buckley Wealth Management
Nevada
$263K -$3.24K -14 -1%
CG
1972
Clifford Group
Massachusetts
$263K
WFI
1973
West Family Investments
California
$262K -$463 -2 -0.2%
PFA
1974
Pathway Financial Advisers
Indiana
$262K +$32.2K +139 +14%
HI
1975
Hudock Inc
Pennsylvania
$262K

AXP Hedge Fund Activity: Q2 2024 in Review

2,338 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q2 2024, worth a combined $140B — up 0.25% from $139B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new AXP positions and 108 closed out — a net gain of 63 holders — while 825 added to existing stakes and 924 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $840M. The largest seller was Harris Associates, cutting an estimated $707M.

  • 2,338 institutional investors held American Express (AXP) as of Q2 2024, up from 2,308 in Q1 2024.
  • Funds reported $140B of American Express stock for Q2 2024, up 0.25% quarter-over-quarter.
  • 171 funds opened new American Express positions in Q2 2024 and 108 closed out, a net change of +63 holders.
  • The largest American Express buyer in Q2 2024 was Capital World Investors, an estimated $840M added.
  • The largest American Express seller in Q2 2024 was Harris Associates, an estimated $707M sold.

Based on aggregated 13F filings for Q2 2024.