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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 %
AA
2026
Alesco Advisors
New York
$233K +$24.3K +105 +12%
PWAM
2027
Pinnacle West Asset Management
Wyoming
$232K – – –
CAM
2028
Close Asset Management
United Kingdom
$232K – – –
TCM
2029
Tang Capital Management
California
$232K +$232K +1,001 New
OPOWM
2030
One Plus One Wealth Management
Florida
$232K -$301K -1,300 -57%
OSNBOA
2031
Old Second National Bank of Aurora
Illinois
$232K – – –
PCM
2032
Princeton Capital Management
New Jersey
$232K +$11.3K +49 +5%
Marshall Wace
2033
Marshall Wace
United Kingdom
$232K +$116K +500 +100%
NED
2034
Nancy E. Dempze
$232K +$232K +1,000 New
AGP
2035
Autumn Glory Partners
Texas
$232K +$232K +1,000 New
MCM
2036
Monument Capital Management
Virginia
$231K +$7.18K +31 +3%
FMII
2037
Farmers & Merchants Investments Inc
Nebraska
$230K -$926 -4 -0.4%
WCM
2038
Wedge Capital Management
North Carolina
$228K -$33.1K -143 -13%
ACM
2039
AlphaStar Capital Management
North Carolina
$228K +$228K +984 New
AWM
2040
Aprio Wealth Management
Georgia
$227K +$8.57K +37 +4%
MCP
2041
Mirador Capital Partners
California
$227K -$75K -324 -25%
Fidelity International
2042
Fidelity International
Bermuda
$227K -$8.8K -38 -4%
BW
2043
BIP Wealth
Georgia
$227K – – –
NF
2044
NavPoint Financial
Minnesota
$227K – – –
FBT
2045
First Bankers Trust
Kentucky
$227K +$23.2K +100 +11%
ATWA
2046
Arbor Trust Wealth Advisors
Michigan
$227K +$1.16K +5 +0.5%
TSMHT
2047
Thurston Springer Miller Herd & Titak
Indiana
$227K -$4.24M -18,326 -95%
AA
2048
Advisory Alpha
Michigan
$226K +$10.9K +47 +5%
APG
2049
Abacus Planning Group
South Carolina
$226K -$61.6K -266 -21%
AHL
2050
Abel Hall LLC
Louisiana
$226K +$9.03K +39 +4%
80 81
82
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