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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 %
WIM
2126
Westside Investment Management
California
$163K +$4.36K +19 +3%
AA
2127
Addison Advisors
Vermont
$162K +$47.4K +205 +41%
MWM
2128
Mascoma Wealth Management
New Hampshire
$162K -$25.2K -109 -13%
CB
2129
Chris Bulman
California
$159K +$159K +688 New
IHWM
2130
Iron Horse Wealth Management
Iowa
$159K +$136K +587 +587%
FMTCOCP
2131
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$159K – – –
FCT
2132
First Community Trust
Iowa
$159K – – –
AW
2133
Avion Wealth
Texas
$154K +$2.77K +12 +2%
AT
2134
Avalon Trust
New Mexico
$153K -$20.8K -90 -12%
LB
2135
Legacy Bridge
Iowa
$148K – – –
W
2136
WealthCollab
Washington
$148K – – –
BWL
2137
Bogart Wealth LLC
Virginia
$147K +$35.4K +153 +32%
WPWM
2138
Western Pacific Wealth Management
Illinois
$147K – – –
AT
2139
Arlington Trust
Alabama
$147K – – –
BGAI
2140
Bruce G. Allen Investments
Colorado
$144K -$8.57K -37 -6%
DMBA
2141
Deseret Mutual Benefit Administrators
Utah
$144K -$12.7K -55 -8%
TCA
2142
Trifecta Capital Advisors
Illinois
$143K -$11.6K -50 -8%
KWAG
2143
Kiely Wealth Advisory Group
North Carolina
$140K – – –
Walleye Capital
2144
Walleye Capital
New York
$140K -$43.3M -187,203 -100%
TFM
2145
TFC Financial Management
Massachusetts
$140K – – –
SNB
2146
Security National Bank
Nebraska
$139K – – –
LI
2147
LRI Investments
Florida
$137K +$44.3K +191 +48%
SIS
2148
Strategic Investment Solutions
Illinois
$134K +$134K +581 New
FPF
2149
First Pacific Financial
Washington
$131K -$1.39K -6 -1%
WBWA
2150
William B. Walkup & Associates
South Carolina
$131K +$131K +565 New
84 85
86
87 88