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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 %
HI
2301
Hoey Investments
Pennsylvania
$6.95K – – –
CAM
2302
ClariVest Asset Management
California
$6.23K -$3K -13 -33%
TFGT
2303
TS Financial Group (TSFG)
Illinois
$6K – – –
TWD
2304
True Wealth Design
Ohio
$5.89K – – –
FUBT
2305
First United Bank & Trust
Maryland
$5.79K – – –
AP
2306
Atwood & Palmer
Missouri
$5.33K -$6.72K -29 -56%
PA
2307
Pineridge Advisors
Missouri
$4.86K +$926 +4 +24%
WAS
2308
Winch Advisory Services
Wisconsin
$4.69K – – –
IA
2309
IFS Advisors
Kansas
$4.63K – – –
ECM
2310
Everence Capital Management
Indiana
$4.27K – – –
CWA
2311
Carolina Wealth Advisors
South Carolina
$3.71K – – –
BFPW
2312
BOK Financial Private Wealth
Colorado
$3.24K – – –
PS
2313
PayPay Securities
Japan
$2.78K -$463 -2 -14%
LIA
2314
Lynx Investment Advisory
District of Columbia
$2.78K +$2.78K +12 New
FIA
2315
FPC Investment Advisory
California
$2.75K – – –
TJHA
2316
Thomas J. Herzfeld Advisors
Florida
$2.32K +$2.32K +10 New
AP
2317
Aspect Partners
Virginia
$2.08K – – –
RWMG
2318
Redwood Wealth Management Group
New Jersey
$2.08K +$2.08K +9 New
SFCL
2319
Strengthening Families & Communities LLC
Massachusetts
$2K +$2K +8 New
HFS
2320
HBC Financial Services
Washington
$1K +$1K +7 New
WA
2321
WestEnd Advisors
North Carolina
$695 +$232 +1 +50%
CCMI
2322
Creative Capital Management Investments
California
$232 +$232 +1 New
FHC
2323
First Heartland Consultants
Missouri
$205 +$205 +886 New
DWM
2324
Dogwood Wealth Management
Kansas
$17 -$16 – –
SCA
2325
Southpoint Capital Advisors
New York
– -$61.5M -270,000 Closed
91 92
93
94 95