American Express
AXP
2,346 hedge funds and large institutions have $140B invested in American Express in 2024 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 830 increasing their positions, 925 reducing their positions, and 107 closing their positions.
61% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 107
10% more call options, than puts
Call options by funds: $2.64B | Put options by funds: $2.39B
1% more funds holding
Funds holding: 2,314 → 2,346 (+32)
0.75% less ownership
Funds ownership: 84.68% → 83.92% (-0.75%)
7% less funds holding in top 10
Funds holding in top 10: 75 → 70 (-5)
10% less repeat investments, than reductions
Existing positions increased: 830 | Existing positions reduced: 925
25% less capital inflows, than outflows
Capital inflows: $4.99B | Capital outflows: $6.64B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$840M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$471M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$215M |
| 4 |
Alphinity Investment Management
Sydney,
Australia
|
+$182M |
| 5 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
+$178M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$707M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$675M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$425M |
| 4 |
Barclays
London,
United Kingdom
|
-$340M |
| 5 |
Lazard Asset Management
New York
|
-$273M |
AXP Hedge Fund Activity: Q2 2024 in Review
2,346 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q2 2024, worth a combined $140B — up 0.25% from $139B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new AXP positions and 107 closed out — a net gain of 65 holders — while 830 added to existing stakes and 925 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $840M. The largest seller was Harris Associates, cutting an estimated $707M.
- 2,346 institutional investors held American Express (AXP) as of Q2 2024, up from 2,314 in Q1 2024.
- Funds reported $140B of American Express stock for Q2 2024, up 0.25% quarter-over-quarter.
- 172 funds opened new American Express positions in Q2 2024 and 107 closed out, a net change of +65 holders.
- The largest American Express buyer in Q2 2024 was Capital World Investors, an estimated $840M added.
- The largest American Express seller in Q2 2024 was Harris Associates, an estimated $707M sold.
Based on aggregated 13F filings for Q2 2024.