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American Express
AXP

Overview Fund Activity

2,321 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, 819 increasing their positions, 919 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,321
Holders Change
+30
Holders Change %
+1.31%
% of All Funds
33.76%
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
819
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
$2.35B
3
UBS AM
UBS AM
Illinois
$1.01B
4
AIM
Alphinity Investment Management
Australia
$623M
5
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$197M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$216M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$4.42B
3
Bank of America
Bank of America
North Carolina
$2.21B
4
Barclays
Barclays
United Kingdom
$512M
5
Lazard Asset Management
Lazard Asset Management
New York
$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
2176
Creekmur Asset Management
Illinois
$94.2K -$4.4K -19 -4%
FMB
2177
Field & Main Bank
Kentucky
$92.6K – – –
IWMWV
2178
Ironwood Wealth Management (West Virginia)
West Virginia
$90K – – –
PB
2179
Pinnacle Bancorp
Nebraska
$88.9K – – –
CWP
2180
Concord Wealth Partners
Virginia
$88.5K -$20.6K -89 -19%
AEPWM
2181
Atlantic Edge Private Wealth Management
Florida
$86.6K – – –
BIA
2182
Bell Investment Advisors
California
$85.4K +$2.32K +10 +3%
VAMG
2183
Voisard Asset Management Group
Michigan
$82.2K – – –
CAC
2184
Core Alternative Capital
Georgia
$79.7K – – –
SP
2185
SWS Partners
Ohio
$77.2K +$77.2K +333 New
FCG
2186
Financial Connections Group
California
$77K – – –
HCM
2187
Hollencrest Capital Management
California
$75.7K – – –
GA
2188
GoalVest Advisory
New York
$75.5K – – –
PWMG
2189
Private Wealth Management Group
New Jersey
$74.6K +$232 +1 +0.3%
CCA
2190
Criterion Capital Advisors
Tennessee
$74.1K – – –
MS
2191
Mizuho Securities
Japan
$74.1K +$74.1K +320 New
NCM
2192
Northwest Capital Management
Oregon
$72.5K -$133K -575 -65%
NMM
2193
Naples Money Management
Florida
$70.3K – – –
OPTFSNA
2194
Old Point Trust & Financial Services N A
Virginia
$69.9K – – –
FIM
2195
FWL Investment Management
Texas
$69.5K – – –
WOSD
2196
WFA of San Diego
California
$69.2K +$69.2K +299 New
SC
2197
Stephens Consulting
Michigan
$68.3K +$8.57K +37 +14%
RDFA
2198
Ritter Daniher Financial Advisory
Ohio
$67.8K – – –
HC
2199
Hoese & Co
Minnesota
$67.2K – – –
FNWA
2200
Financial Network Wealth Advisors
Utah
$67.2K +$67.2K +290 New
86 87
88
89 90