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American Express
AXP

Overview Fund Activity

2,320 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, 918 reducing their positions, and 106 closing their positions.

Holders
2,320
Holders Change
+30
Holders Change %
+1.31%
% of All Funds
33.75%
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
918
Closed
106
Calls
$2.64B
Puts
$2.39B
Net Calls
+$248M
Net Calls Change
+$344M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$840M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.35B
3
UBS AM
3
UBS AM
Illinois
$1.01B
4
AIM
4
Alphinity Investment Management
Australia
$623M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$197M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$216M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.42B
3
Bank of America
3
Bank of America
North Carolina
$2.21B
4
Barclays
4
Barclays
United Kingdom
$512M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$670M
Name Market Value Shares Shares
Change 		Shares
Change %
VI
2351
Versor Investments
New York
– – -4,202 Closed
RGI
2352
River Global Investors
United Kingdom
– – -3,803 Closed
PSB
2353
Passumpsic Savings Bank
Vermont
– – -3,734 Closed
FF
2354
Friedenthal Financial
New Jersey
– – -3,653 Closed
Wolverine Trading
2355
Wolverine Trading
Illinois
– – -3,371 Closed
MS
2356
Maven Securities
Jersey
– – -3,288 Closed
TCM
2357
Teza Capital Management
Illinois
– – -3,196 Closed
ARC
2358
Advisor Resource Council
Texas
– – -3,167 Closed
MWM
2359
Meridian Wealth Management
Kentucky
– – -3,015 Closed
MSS
2360
Mitchell Sinkler & Starr
Pennsylvania
– – -3,000 Closed
WWS
2361
Wellington Wealth Strategies
Indiana
– – -2,884 Closed
I
2362
InceptionR
California
– – -2,614 Closed
HA
2363
HC Advisors
Georgia
– – -2,114 Closed
EAM
2364
Empirical Asset Management
Massachusetts
– – -2,019 Closed
VF
2365
Virtu Financial
New York
– – -1,989 Closed
CBFP
2366
Cedar Brook Financial Partners
Ohio
– – -1,978 Closed
DFCM
2367
Dark Forest Capital Management
Puerto Rico
– – -1,828 Closed
SRL
2368
Scientech Research LLC
New Jersey
– – -1,791 Closed
GCA
2369
Greenwood Capital Associates
South Carolina
– – -1,786 Closed
FFM
2370
Fullerton Fund Management
Singapore
– – -1,775 Closed
BBNB
2371
Baker Boyer National Bank
Washington
– – -1,678 Closed
WI
2372
WBI Investments
New Jersey
– – -1,659 Closed
FFP
2373
FourThought Financial Partners
Florida
– – -1,613 Closed
OMC
2374
Overbrook Management Corp
New York
– – -1,583 Closed
PPP
2375
Private Portfolio Partners
New Jersey
– – -1,556 Closed
93 94
95
96 97