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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 %
AFG
2251
Albion Financial Group
Utah
$23.9K – – –
JFGIW
2252
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.4K -$926 -4 -4%
AWM
2253
Atticus Wealth Management
Florida
$23.2K – – –
DWA
2254
Delos Wealth Advisors
Texas
$23.2K – – –
SCA
2255
Stuart Chaussee & Associates
California
$23.2K – – –
PPC
2256
Park Place Capital
Alabama
$23.2K +$695 +3 +3%
BFA
2257
BBJS Financial Advisors
Washington
$23.2K +$23.2K +100 New
FRA
2258
Front Row Advisors
California
$22.7K -$1.16K -5 -5%
OA
2259
Operose Advisors
Wisconsin
$22.7K – – –
RFG
2260
REAP Financial Group
Texas
$22.7K – – –
IRAG
2261
Investment Research & Advisory Group
Georgia
$22.2K – – –
RWM
2262
Ruedi Wealth Management
Illinois
$21.8K +$926 +4 +4%
JWM
2263
Janiczek Wealth Management
Colorado
$21.1K +$695 +3 +3%
CWM
2264
Cedar Wealth Management
California
$20.6K – – –
RS
2265
Rakuten Securities
Japan
$20.4K -$33.3K -144 -62%
ACA
2266
American Capital Advisory
Idaho
$18.8K – – –
WIA
2267
Wetzel Investment Advisors
Indiana
$18.3K +$4.57K +20 +33%
GCGDR
2268
Geo Capital Gestora de Recursos
Brazil
$18K -$1.35M -5,833 -99%
PP
2269
PFS Partners
New Jersey
$17.4K – – –
CC
2270
Cypress Capital
Tennessee
$16K +$16K +69 New
TCM
2271
TruNorth Capital Management
Michigan
$15.5K +$15.5K +67 New
CWM
2272
Cranbrook Wealth Management
Michigan
$14.6K – – –
DF
2273
Dunhill Financial
United Kingdom
$14.4K +$232 +1 +2%
AFWM
2274
Abich Financial Wealth Management
Virginia
$14.1K +$7.18K +31 +103%
RL
2275
Rogco LP
Oklahoma
$13.9K -$5.09K -22 -27%
89 90
91
92 93