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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 %
WWM
2076
WT Wealth Management
Arizona
$214K – – –
EIA
2077
Edgemoor Investment Advisors
Maryland
$213K – – –
SFG
2078
SevenBridge Financial Group
Pennsylvania
$213K – – –
SC
2079
Stephenson & Company
California
$213K – – –
MPM
2080
Meritage Portfolio Management
Kansas
$210K – – –
PD
2081
Planning Directions
Pennsylvania
$210K +$463 +2 +0.2%
DOA
2082
D'Orazio & Associates
Virginia
$209K +$209K +904 New
AWP
2083
Accretive Wealth Partners
New Jersey
$209K +$926 +4 +0.4%
AFA
2084
American Financial Advisors
Georgia
$209K +$463 +2 +0.2%
LA
2085
Latitude Advisors
Florida
$209K -$1.85K -8 -0.9%
DF
2086
DecisionPoint Financial
Arizona
$209K – – –
TF
2087
Talbot Financial
Washington
$208K – – –
MWM
2088
Marietta Wealth Management
Georgia
$208K +$208K +900 New
AIA
2089
Allied Investment Advisors
Montana
$208K +$208K +900 New
WIA
2090
World Investment Advisors
California
$208K +$208K +898 New
KWA
2091
Kellett Wealth Advisors
Ohio
$208K +$208K +898 New
GAB
2092
German American Bancorp
Indiana
$207K +$207K +896 New
FVWA
2093
Foster Victor Wealth Advisors
South Carolina
$207K +$207K +831 New
IB
2094
Intrust Bank
Kansas
$207K -$232 -1 -0.1%
QWM
2095
Quadcap Wealth Management
Texas
$207K +$207K +893 New
PIP
2096
Peachtree Investment Partners
Florida
$207K +$207K +893 New
NFG
2097
Nations Financial Group
Iowa
$205K +$205K +884 New
WBC
2098
West Branch Capital
Massachusetts
$205K – – –
NEWAS
2099
N.E.W. Advisory Services
Wisconsin
$203K +$203K +877 New
CPSAC
2100
Chas P. Smith & Associates (CPS)
Florida
$202K -$69.4K -300 -26%
82 83
84
85 86