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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 %
CL
2051
COWA LLC
Oklahoma
$226K – – –
FA
2052
Fiduciary Alliance
South Carolina
$225K +$225K +952 New
RFM
2053
Royal Fund Management
Florida
$224K -$3.94K -17 -2%
WFMPM
2054
Woodley Farra Manion Portfolio Management
Indiana
$224K +$5.33K +23 +2%
MA
2055
Mezzasalma Advisors
New Jersey
$224K -$197K -849 -47%
MSFS
2056
Main Street Financial Solutions
Pennsylvania
$223K +$12.5K +54 +6%
OWA
2057
Octavia Wealth Advisors
Ohio
$222K +$222K +958 New
AC
2058
Apella Capital
Connecticut
$221K +$238 +1 +0.1%
HG
2059
Harbor Group
New Hampshire
$221K +$463 +2 +0.2%
PC
2060
Port Capital
Illinois
$220K -$62.5K -270 -22%
ABLA
2061
Alan B. Lancz & Associates
Ohio
$220K +$220K +950 New
OC
2062
Oarsman Capital
Wisconsin
$220K -$12.3K -53 -5%
MCCA
2063
Mill Creek Capital Advisors
Pennsylvania
$219K +$219K +947 New
ACA
2064
Ackerman Capital Advisors
Texas
$219K – – –
AFP
2065
Ausdal Financial Partners
Iowa
$218K +$926 +4 +0.4%
WDC
2066
Woodward Diversified Capital
California
$218K +$218K +942 New
CIAS
2067
Capital Investment Advisory Services
North Carolina
$218K -$1.62K -7 -0.7%
GPI
2068
General Partner Inc
Pennsylvania
$217K – – –
PPWM
2069
PFG Private Wealth Management
Florida
$216K -$1.62K -7 -0.7%
NFP
2070
Narus Financial Partners
Utah
$216K -$232 -1 -0.1%
RCG
2071
Ruane, Cunniff & Goldfarb
New York
$216K – – –
BWP
2072
Barlow Wealth Partners
Kentucky
$216K +$216K +895 New
FH
2073
FWG Holdings
Florida
$215K – – –
AGA
2074
Arkos Global Advisors
Texas
$215K -$274K -1,183 -56%
DCM
2075
Driehaus Capital Management
Illinois
$214K +$214K +924 New
81 82
83
84 85