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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 %
AIA
2376
Angeles Investment Advisors
California
– – -1,453 Closed
RHAM
2377
Round Hill Asset Management
California
– – -1,432 Closed
ES
2378
Eagle Strategies
New York
– – -1,431 Closed
EL
2379
Envoi LLC
Minnesota
– – -1,350 Closed
CIG
2380
Cascade Investment Group
Colorado
– – -1,320 Closed
NL
2381
NWAM LLC
Washington
– – -1,302 Closed
NPA
2382
Nichols & Pratt Advisers
Massachusetts
– – -1,250 Closed
BWA
2383
Beam Wealth Advisors
Louisiana
– – -1,226 Closed
CCP
2384
Carmel Capital Partners
California
– – -1,201 Closed
OAM
2385
Oxford Asset Management
United Kingdom
– – -1,183 Closed
DWA
2386
Delap Wealth Advisory
Oregon
– – -1,121 Closed
IFU
2387
iSAM Funds (UK)
United Kingdom
– – -1,118 Closed
RIP
2388
RAM Investment Partners
Washington
– – -1,089 Closed
FRM
2389
Fox Run Management
Connecticut
– – -1,078 Closed
ICA
2390
Infrastructure Capital Advisors
New York
– – -1,039 Closed
ZF
2391
Zega Financial
Florida
– – -1,030 Closed
IF
2392
Intrua Financial
Texas
– – -1,016 Closed
CVA
2393
Central Valley Advisors
California
– – -1,007 Closed
CP
2394
Coho Partners
Pennsylvania
– – -1,000 Closed
WA
2395
Wealthstar Advisors
Texas
– – -998 Closed
FA
2396
FSA Advisors
Michigan
– – -993 Closed
OBWG
2397
Onyx Bridge Wealth Group
New York
– – -986 Closed
BFM
2398
Boothbay Fund Management
New York
– – -956 Closed
RWA
2399
Roberts Wealth Advisors
California
– – -950 Closed
MCM
2400
Marathon Capital Management
Maryland
– – -945 Closed
94 95
96
97 98