AXP icon

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 Holding Trade Value Shares
Change 		Shares
Change %
SEC
2401
Seven Eight Capital
New York
– -$213K -936 Closed
CPL
2402
CAP Partners LLC
Tennessee
– -$211K -927 Closed
SAW
2403
Signal Advisors Wealth
Michigan
– -$211K -925 Closed
AWM
2404
Alterna Wealth Management
Texas
– -$209K -920 Closed
CWA
2405
CM Wealth Advisors
Ohio
– -$214K -910 Closed
Financial Engines Advisors
2406
Financial Engines Advisors
California
– -$204K -895 Closed
WE
2407
Wealth Effects
Massachusetts
– -$200K -880 Closed
GB
2408
Goepper Burkhardt
South Carolina
– -$206K -850 Closed
AA
2409
AlphaMark Advisors
Kentucky
– -$118K -518 Closed
CWA
2410
Core Wealth Advisors
Florida
– -$113K -497 Closed
FIM
2411
Fernwood Investment Management
Massachusetts
– -$71.7K -315 Closed
EC
2412
EntryPoint Capital
New York
– -$71.3K -313 Closed
BSC
2413
Brown Shipley & Co
United Kingdom
– -$63.7K -280 Closed
QPBE
2414
Quintet Private Bank (Europe)
Luxembourg
– -$68K -259 Closed
NIC
2415
Northwest Investment Counselors
Oregon
– -$51.5K -226 Closed
LF
2416
LifeSteps Financial
California
– -$51.2K -225 Closed
LFA
2417
LGT Financial Advisors
Texas
– -$47.1K -207 Closed
GFL
2418
Granite FO LLC
New Hampshire
– -$26.7K -104 Closed
FGAM
2419
Financial Gravity Asset Management
Texas
– -$10.8K -49 Closed
MFG
2420
Mendota Financial Group
Wisconsin
– -$9.11K -40 Closed
FSWA
2421
Financial Synergies Wealth Advisors
Texas
– -$6.49K -29 Closed
TFA
2422
Transamerica Financial Advisors
Florida
– -$6K -23 Closed
MCM
2423
MidAtlantic Capital Management
Virginia
– -$5.01K -22 Closed
CMA
2424
Cedar Mountain Advisors
Oregon
– -$4.1K -18 Closed
PVH
2425
Psagot Value Holdings
Israel
– -$3K -13 Closed
94 95 96
97
98