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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 %
RFS
2201
Richardson Financial Services
Massachusetts
$65.3K – – –
MWA
2202
MFA Wealth Advisors
Pennsylvania
$65.1K +$65.1K +281 New
CMP
2203
Coston McIsaac & Partners
Maine
$64K – – –
BHWM
2204
Beaird Harris Wealth Management
Texas
$63.2K -$53.7K -232 -46%
GWSA
2205
Global Wealth Strategies & Associates
Colorado
$63K – – –
AWM
2206
AllSquare Wealth Management
New York
$62.8K – – –
BCMLT
2207
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.7K +$9.95K +43 +19%
C
2208
Covestor
United Kingdom
$62K -$5.99K -26 -9%
WAG
2209
Wiser Advisor Group
Arizona
$60.6K +$462 +2 +0.8%
BP
2210
BNP Paribas
France
$59.7K +$19.2K +83 +47%
IGWM
2211
ICA Group Wealth Management
Colorado
$57.9K -$106K -458 -65%
CHA
2212
Carmichael Hill & Associates
Maryland
$57.7K – – –
GKIM
2213
GW&K Investment Management
Massachusetts
$56K +$12.8K +55 +30%
IFAM
2214
Institutional & Family Asset Management
Colorado
$55.5K -$2.78K -12 -5%
CAS
2215
Coppell Advisory Solutions
Texas
$55.1K +$55.1K +238 New
ACA
2216
Atlas Capital Advisors
Wyoming
$54.2K -$12K -52 -18%
FP
2217
Financial Perspectives
Minnesota
$53.3K – – –
WCM
2218
Winthrop Capital Management
Indiana
$53K – – –
S
2219
Sachetta
Massachusetts
$51.7K +$13.1K +52 +34%
FG
2220
Fairman Group
Pennsylvania
$50.9K – – –
NC
2221
Nixon Capital
Texas
$50.5K – – –
GEA
2222
Glen Eagle Advisors
New Jersey
$50.5K +$1.62K +7 +3%
GCM
2223
Gables Capital Management
Florida
$47.5K +$38.2K +165 +413%
JGIA
2224
Jackson Grant Investment Advisers
Connecticut
$47K – – –
CIAS
2225
CBIZ Investment Advisory Services
Ohio
$46.3K – – –
87 88
89
90 91