AXP icon

American Express
AXP

Overview Fund Activity

2,170 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 332 funds opening new positions, 710 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,170
Holders Change
+187
Holders Change %
+9.43%
% of All Funds
31.81%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.86%
New
332
Increased
710
Reduced
803
Closed
111
Calls
$2B
Puts
$2.4B
Net Calls
-$392M
Net Calls Change
+$306M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Harris Associates
Harris Associates
Illinois
+$391M
3
BlackRock
BlackRock
New York
+$269M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$204M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$172M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$468M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$207M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$183M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$144M
5
Norges Bank
Norges Bank
Norway
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
701
Shelton Capital Management
Colorado
$3.22M -$1.18M -6,312 -27%
BW
702
Bison Wealth
Georgia
$3.22M -$601K -3,208 -16%
PTCG
703
Pring Turner Capital Group
California
$3.18M – – –
PAM
704
Panagora Asset Management
Massachusetts
$3.17M -$5.41M -28,896 -63%
NP
705
NorthRock Partners
Minnesota
$3.15M +$2.26M +12,068 +253%
RCA
706
Resonant Capital Advisors
Wisconsin
$3.14M -$236K -1,260 -7%
LWM
707
Lodestone Wealth Management
Washington
$3.13M -$26.2K -140 -0.8%
NRG
708
Nemes Rush Group
Michigan
$3.12M -$22.7K -121 -0.7%
NW
709
NewEdge Wealth
Pennsylvania
$3.09M +$555K +2,960 +22%
CNBT
710
Canandaigua National Bank & Trust
New York
$3.07M -$105K -562 -3%
IWC
711
Integrated Wealth Concepts
Massachusetts
$3.05M -$372K -1,986 -11%
WSTAM
712
Wilbanks Smith & Thomas Asset Management
Virginia
$3.01M -$77.4K -413 -3%
OAM
713
Ostrum Asset Management
France
$3M +$280K +1,497 +10%
BAM
714
Brave Asset Management
New Jersey
$3M +$7.87K +42 +0.3%
BP
715
Ballentine Partners
Massachusetts
$2.96M +$552K +2,945 +23%
ACIM
716
Azimuth Capital Investment Management
Michigan
$2.96M -$457K -2,439 -13%
Acadian Asset Management
717
Acadian Asset Management
Massachusetts
$2.96M +$1.62M +8,652 +121%
LC
718
Lincoln Capital
Nebraska
$2.95M +$14.1K +75 +0.5%
SW
719
SVB Wealth
Massachusetts
$2.93M -$1.01M -5,379 -26%
VFA
720
Valeo Financial Advisors
Indiana
$2.93M +$264K +1,407 +10%
BFIM
721
Beese Fulmer Investment Management
Ohio
$2.91M -$39.7K -212 -1%
Envestnet Portfolio Solutions
722
Envestnet Portfolio Solutions
Illinois
$2.9M +$288K +1,538 +11%
EFMC
723
Empire Financial Management Company
New York
$2.89M +$60.9K +325 +2%
BBWA
724
Bell & Brown Wealth Advisors
California
$2.88M +$2.88M +15,390 New
PI
725
Pettee Investors
Connecticut
$2.88M -$37.5K -200 -1%
27 28
29
30 31