AXP icon

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 %
OL
2001
Optas LLC
Texas
$244K +$10.9K +47 +5%
MPW
2002
Monterey Private Wealth
California
$243K +$243K +1,051 New
LS
2003
Livforsakringsbolaget Skandia
Sweden
$243K -$92.6K -400 -28%
A
2004
AJOVista
Massachusetts
$243K – – –
HWP
2005
Hibernia Wealth Partners
Louisiana
$242K +$242K +1,048 New
OR
2006
Olympiad Research
Connecticut
$242K +$242K +1,047 New
CA
2007
Claris Advisors
Missouri
$241K +$4.17K +18 +2%
IBOK
2008
Independence Bank of Kentucky
Kentucky
$241K – – –
OPA
2009
Old Port Advisors
Maine
$241K +$241K +1,040 New
MW
2010
MBL Wealth
North Carolina
$240K +$3.94K +17 +2%
GWM
2011
Greenwich Wealth Management
Connecticut
$240K -$3.01K -13 -1%
DFA
2012
Davies Financial Advisors
California
$239K +$3.94K +17 +2%
NCTC
2013
New Covenant Trust Company
Indiana
$239K -$19.1K -79 -7%
AF
2014
Apexium Financial
Texas
$239K – – –
WWP
2015
WR Wealth Planners
Missouri
$239K +$21.3K +92 +10%
SFP
2016
Shepherd Financial Partners
Massachusetts
$238K -$4.4K -19 -2%
XF
2017
XML Financial
Maryland
$238K +$232 +1 +0.1%
JIP
2018
Jaffetilchin Investment Partners
Florida
$237K +$4.17K +18 +2%
SCM
2019
Stonebridge Capital Management
California
$236K – – –
CFS
2020
CRA Financial Services
New Jersey
$235K – – –
BTWM
2021
Baker Tilly Wealth Management
Wisconsin
$235K -$784K -3,386 -77%
JFA
2022
JNBA Financial Advisors
Minnesota
$234K -$82.2K -355 -26%
SCM
2023
Saxony Capital Management
Missouri
$233K +$19.7K +85 +9%
TA
2024
TFB Advisors
Kansas
$233K +$4.86K +21 +2%
MAWCM
2025
Mine & Arao Wealth Creation & Management
California
$233K – – –
79 80
81
82 83