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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 %
HFS
1976
Howard Financial Services
Texas
$255K +$3.47K +15 +1%
CCA
1977
Cottonwood Capital Advisors
Utah
$255K -$36.1K -152 -12%
TC
1978
Truvestments Capital
Florida
$254K +$232 +1 +0.1%
VIM
1979
Vista Investment Management
Pennsylvania
$253K +$11.3K +49 +5%
NAMNJ
1980
NorthStar Asset Management (New Jersey)
New Jersey
$253K +$18.5K +80 +8%
SI
1981
Seeds Investor
New York
$252K +$30.6K +132 +14%
PCMC
1982
Paragon Capital Management (Colorado)
Colorado
$252K – – –
WH
1983
Willner & Heller
California
$252K +$9.96K +43 +4%
CGFA
1984
Colton Groome Financial Advisors
North Carolina
$251K – – –
GJIA
1985
Glass Jacobson Investment Advisors
Maryland
$251K – – –
DFA
1986
Delta Financial Advisors
Louisiana
$250K -$6.95K -30 -3%
BA
1987
Bristlecone Advisors
Washington
$249K – – –
PA
1988
Probity Advisors
Texas
$249K -$232 -1 -0.1%
QT
1989
Quantbot Technologies
New York
$248K +$248K +1,070 New
CCIA
1990
Campbell & Co Investment Adviser
Maryland
$247K -$241K -1,041 -49%
CPP
1991
Capasso Planning Partners
South Carolina
$247K +$247K +1,067 New
NFG
1992
Nadler Financial Group
Illinois
$247K – – –
JDR
1993
Jay D. Rosenbaum
$246K – – –
PIAS
1994
PCA Investment Advisory Services
Ohio
$246K -$694 -3 -0.3%
PMSA
1995
Patrick M. Sweeney & Associates
Illinois
$246K +$5.79K +25 +2%
LWA
1996
Lineweaver Wealth Advisors
Ohio
$245K +$245K +1,058 New
CWA
1997
CJM Wealth Advisers
Virginia
$245K – – –
OPPS
1998
Obsidian Personal Planning Solutions
Maryland
$245K -$4.4K -19 -2%
FAM
1999
Family Asset Management
South Carolina
$245K +$20.4K +88 +9%
BWA
2000
Blodgett Wealth Advisors
California
$245K – – –
78 79
80
81 82