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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 %
WCMN
2151
Westchester Capital Management (Nebraska)
Nebraska
$130K – – –
WPA
2152
West Paces Advisors
Georgia
$129K -$6.72K -29 -5%
CIA
2153
Cape Investment Advisory
Georgia
$121K +$2.32K +10 +2%
RFA
2154
Register Financial Advisors
Georgia
$121K – – –
T
2155
Tidemark
California
$120K +$7.87K +34 +7%
MFG
2156
Mosaic Financial Group
Illinois
$118K -$116K -500 -50%
SIS
2157
Sound Income Strategies
Florida
$117K +$2.55K +11 +2%
LCM
2158
Logan Capital Management
Pennsylvania
$116K +$23.9K +103 +26%
CL
2159
CSS LLC
Illinois
$116K +$116K +500 New
B
2160
Birchbrook
Maine
$114K – – –
TFIPS
2161
Towarzystwo Funduszy Inwestycyjnych PZU SA
$113K -$25.5K -110 -18%
NMG
2162
New Millennium Group
Utah
$113K +$113K +490 New
RA
2163
Rise Advisors
New York
$109K +$463 +2 +0.4%
JAM
2164
JCIC Asset Management
Ontario, Canada
$109K – – –
CB
2165
CNB Bank
Pennsylvania
$106K -$69.5K -300 -40%
FC
2166
Fairscale Capital
New Hampshire
$105K +$105K +419 New
PCFFS
2167
Pacific Center for Financial Services
California
$104K – – –
TC
2168
Tacita Capital
Ontario, Canada
$102K – – –
FFL
2169
Financial Freedom LLC
Ohio
$102K – – –
PP
2170
PrairieView Partners
Minnesota
$101K – – –
PCMC
2171
Planning Capital Management Corporation
Pennsylvania
$100K – – –
SL
2172
Salomon & Ludwin
Virginia
$99.3K -$235K -1,014 -70%
BHWM
2173
Bay Harbor Wealth Management
Maryland
$96.1K -$232 -1 -0.2%
HFS
2174
Hantz Financial Services
Michigan
$95K – – –
AF
2175
Advisornet Financial
Minnesota
$94.9K +$231 +1 +0.2%
85 86
87
88 89