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American Express
AXP

Overview Fund Activity

2,291 hedge funds and large institutions have $139B invested in American Express in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 759 increasing their positions, 893 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,291
Holders Change
+122
Holders Change %
+5.62%
% of All Funds
33.21%
Holding in Top 10
76
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+28.81%
% of All Funds
1.1%
New
242
Increased
759
Reduced
893
Closed
93
Calls
$2.54B
Puts
$2.64B
Net Calls
-$95.9M
Net Calls Change
+$296M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$5.01B
2
AIM
Alphinity Investment Management
Australia
$434M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.85B
4
Barclays
Barclays
United Kingdom
$838M
5
Jane Street
Jane Street
New York
$227M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.03B
2
AllianceBernstein
AllianceBernstein
Tennessee
$425M
3
Vanguard Group
Vanguard Group
Pennsylvania
$10.3B
4
Holocene Advisors
Holocene Advisors
New York
$14.5M
5
BlackRock
BlackRock
New York
$9.81B
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
2351
Financial Advocates Investment Management
Washington
– -$249K -1,331 Closed
CG
2352
Cynosure Group
Utah
– -$241K -1,285 Closed
KLCM
2353
KG&L Capital Management
Louisiana
– -$237K -1,265 Closed
WC
2354
Waterloo Capital
Texas
– -$231K -1,232 Closed
KA
2355
Kure Advisory
Minnesota
– -$228K -1,217 Closed
SPA
2356
Sherbrooke Park Advisers
New York
– -$225K -1,202 Closed
SWA
2357
Sax Wealth Advisors
New Jersey
– -$219K -1,171 Closed
OP
2358
ORG Partners
Indiana
– -$215K -1,150 Closed
MM
2359
MQS Management
New York
– -$214K -1,144 Closed
GCIM
2360
Gunn & Company Investment Management
Florida
– -$213K -1,137 Closed
JJBC
2361
James J. Burns & Company
New York
– -$213K -1,135 Closed
FNB
2362
Farmers National Bank
Kentucky
– -$212K -1,133 Closed
GCM
2363
Gallacher Capital Management
Colorado
– -$200K -1,068 Closed
EAM
2364
EdenTree Asset Management
United Kingdom
– -$187K -1,000 Closed
FSCM
2365
Front Street Capital Management
Montana
– -$126K -675 Closed
TCWA
2366
Turtle Creek Wealth Advisors
Texas
– -$73.6K -393 Closed
NFA
2367
Northwest Financial Advisors
Virginia
– -$68.3K -364 Closed
PS
2368
Planned Solutions
California
– -$60.7K -324 Closed
EC
2369
EdgeRock Capital
Colorado
– -$63.1K -305 Closed
LF
2370
Lee Financial
Texas
– -$56.2K -300 Closed
AIMA
2371
Ables Iannone Moore & Associates
Georgia
– -$46.8K -250 Closed
DAC
2372
Dividend Assets Capital
South Carolina
– -$35K -186 Closed
POIA
2373
Pin Oak Investment Advisors
Texas
– -$31K -168 Closed
BWM
2374
BKM Wealth Management
Wisconsin
– -$28.1K -150 Closed
TVAMP
2375
Tennessee Valley Asset Management Partners
Tennessee
– -$28K -150 Closed
92 93 94
95
96