AXP icon

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 %
TCG
2226
Transcendent Capital Group
Oklahoma
$46.3K – – –
SA
2227
SRH Advisors
Kansas
$46.3K – – –
CIAS
2228
CBIZ Investment Advisory Services
Ohio
$46.3K – – –
FCMT
2229
Founders Capital Management (Texas)
Texas
$46.3K +$46.3K +200 New
AFS
2230
Annapolis Financial Services
Maryland
$46.1K – – –
IFS
2231
Intelligent Financial Strategies
Minnesota
$44.9K – – –
PIS
2232
POM Investment Strategies
North Carolina
$42.4K +$42.4K +183 New
AWM
2233
Abound Wealth Management
Tennessee
$39.6K +$1.39K +6 +4%
RTC
2234
Riverview Trust Company
Washington
$39.1K – – –
DFA
2235
DHJJ Financial Advisors
Illinois
$38.2K +$11.3K +49 +42%
WAM
2236
WFA Asset Management
Wisconsin
$37.4K +$231 +1 +0.6%
TCM
2237
Tradewinds Capital Management
Washington
$36.6K +$1.85K +8 +5%
CPG
2238
Custom Portfolio Group
Colorado
$36.1K – – –
SA
2239
Scarborough Advisors
Maryland
$33.6K +$2.78K +12 +9%
TSWM
2240
Tyler-Stone Wealth Management
Ohio
$33.6K – – –
GWSG
2241
GPS Wealth Strategies Group
Colorado
$31.3K – – –
NA
2242
Nordwand Advisors
Pennsylvania
$31.3K – – –
MSG
2243
Main Street Group
Virginia
$30.5K -$9.54K -41 -24%
AF
2244
Aviso Financial
Ontario, Canada
$30.3K +$30.3K +131 New
CH
2245
Canton Hathaway
Rhode Island
$30K – – –
AIC
2246
Archer Investment Corporation
Indiana
$29.9K – – –
VWWMG
2247
Vermillion & White Wealth Management Group
Pennsylvania
$29.6K – – –
CJ
2248
Caitlin John
Michigan
$29.1K +$5.31K +23 +22%
BCA
2249
Bray Capital Advisors
Florida
$25K – – –
VWM
2250
Valley Wealth Managers
New Jersey
$24.3K – – –
88 89
90
91 92