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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 %
TIM
1951
Tortoise Investment Management
New York
$266K – – –
WRM
1952
Weybosset Research & Management
Rhode Island
$266K – – –
CFO
1953
CVA Family Office
Colorado
$266K +$3.24K +14 +1%
EA
1954
Everpar Advisors
Oklahoma
$266K +$31.7K +137 +14%
MCM
1955
Mendel Capital Management
Arkansas
$264K +$695 +3 +0.3%
VFA
1956
Voya Financial Advisors
Connecticut
$264K +$7.31K +32 +3%
BL
1957
Balentine LLC
Georgia
$264K -$1.34M -5,769 -84%
BWM
1958
Buckley Wealth Management
Nevada
$263K -$3.24K -14 -1%
CG
1959
Clifford Group
Massachusetts
$263K – – –
WFI
1960
West Family Investments
California
$262K -$463 -2 -0.2%
PFA
1961
Pathway Financial Advisers
Indiana
$262K +$32K +139 +14%
HI
1962
Hudock Inc
Pennsylvania
$262K – – –
KCM
1963
Kathmere Capital Management
Pennsylvania
$261K +$15.5K +67 +6%
MHR
1964
Matthew Hamilton Rosenberg
$261K – – –
BSHC
1965
Breed's Hill Capital
Massachusetts
$260K – – –
NCM
1966
Novare Capital Management
North Carolina
$260K -$12.7K -55 -5%
MCC
1967
Money Concepts Capital
Florida
$258K -$10.4K -45 -4%
C
1968
Certuity
Florida
$258K -$207K -893 -45%
CWP
1969
Capital Wealth Planning
Florida
$257K +$9.96K +43 +4%
GFPC
1970
Global Financial Private Client
Florida
$257K -$4.86K -21 -2%
PAMG
1971
Patton Albertson Miller Group
Tennessee
$257K +$53.3K +230 +26%
FAM
1972
Fenimore Asset Management
New York
$256K – – –
EFG
1973
Ehrlich Financial Group
California
$255K +$5.56K +24 +2%
CFM
1974
Catalyst Funds Management
Australia
$255K -$1.85M -8,000 -88%
RP
1975
Reinhart Partners
Wisconsin
$255K – – –
77 78
79
80 81