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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 %
GCIM
2101
Gunn & Company Investment Management
Florida
$202K +$202K +874 New
PCA
2102
Prosperity Capital Advisors
Ohio
$202K -$279K -1,206 -58%
CWM
2103
Connecticut Wealth Management
Connecticut
$201K -$142K -612 -41%
LK
2104
Lumbard & Kellner
New Hampshire
$201K +$201K +870 New
DC
2105
DeDora Capital
California
$201K +$201K +868 New
EFM
2106
E Fund Management
China
$200K +$200K +865 New
OP
2107
ORG Partners
Indiana
$199K +$199K +851 New
OCM
2108
Osterweis Capital Management
California
$199K -$28.7K -124 -13%
VCM
2109
Versant Capital Management
Arizona
$193K +$40.3K +174 +26%
OCM
2110
Orion Capital Management
California
$192K – – –
1832 Asset Management
2111
1832 Asset Management
Ontario, Canada
$191K +$7.41K +32 +4%
FFC
2112
First Financial Corp
Indiana
$191K – – –
UWS
2113
Unique Wealth Strategies
Illinois
$189K +$189K +829 New
NECFA
2114
New England Capital Financial Advisors
Connecticut
$188K +$232 +1 +0.1%
GJWM
2115
Gilliland Jeter Wealth Management
Arkansas
$184K +$8.57K +37 +5%
KFS
2116
Kelly Financial Services
Massachusetts
$181K +$231 +1 +0.1%
CP
2117
Castleview Partners
Texas
$180K +$7.64K +33 +4%
PCA
2118
Providence Capital Advisors
North Carolina
$178K – – –
AWM
2119
Activest Wealth Management
Florida
$178K +$165K +713 +1,273%
FMP
2120
Financial Management Professionals
Texas
$177K -$1.16K -5 -0.7%
VC
2121
Vestor Capital
Illinois
$173K – – –
SFA
2122
Semmax Financial Advisors
North Carolina
$172K -$1.67K -7 -1%
FFO
2123
Fortitude Family Office
Arizona
$168K +$75K +324 +81%
SGC
2124
Slocum, Gordon & Co
Rhode Island
$166K +$56.7K +245 +52%
CJL
2125
Cyrus J. Lawrence
New York
$166K – – –
83 84
85
86 87