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American Express
AXP

Overview Fund Activity

2,031 hedge funds and large institutions have $108B invested in American Express in 2023 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 730 increasing their positions, 768 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,031
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
32.03%
Holding in Top 10
51
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15%
% of All Funds
0.8%
New
134
Increased
730
Reduced
768
Closed
127
Calls
$1.65B
Puts
$1.77B
Net Calls
-$119M
Net Calls Change
-$312M

Top Buyers

1
Swiss National Bank
Swiss National Bank
Switzerland
+$398M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$302M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$197M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$172M
5
Jennison Associates
Jennison Associates
New York
+$145M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$563M
2
EWA
EP Wealth Advisors
California
-$427M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$225M
4
SC
Samlyn Capital
New York
-$153M
5
Millennium Management
Millennium Management
New York
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBC
751
Fairfield, Bush & Co
Connecticut
$2.3M +$314K +1,800 +16%
PAM
752
Private Asset Management
California
$2.3M -$13.9K -80 -0.6%
TCPWM
753
Traverso Chambers Private Wealth Management
California
$2.3M -$871 -5 -0%
VFA
754
Valeo Financial Advisors
Indiana
$2.29M -$321K -1,841 -12%
OIA
755
OneDigital Investment Advisors
Kansas
$2.29M -$612K -3,514 -21%
NW
756
NewEdge Wealth
Pennsylvania
$2.29M +$2.02M +11,577 +731%
MGIA
757
Moneta Group Investment Advisors
Missouri
$2.29M +$42.5K +244 +2%
WOC
758
West Oak Capital
California
$2.29M +$43.2K +248 +2%
TMAM
759
Tokio Marine Asset Management
Japan
$2.28M +$74.7K +429 +3%
MWM
760
Madison Wealth Management
Ohio
$2.27M +$17.2K +99 +0.8%
BP
761
Ballentine Partners
Massachusetts
$2.27M -$195K -1,121 -8%
SC
762
SouthState Corp
Florida
$2.27M +$4.01K +23 +0.2%
CG
763
Caprock Group
Idaho
$2.27M +$105K +604 +5%
AWA
764
Aaron Wealth Advisors
Illinois
$2.26M +$16.2K +93 +0.7%
GSB
765
Greenfield Savings Bank
Massachusetts
$2.26M +$15.7K +90 +0.7%
RWP
766
RWA Wealth Partners
Massachusetts
$2.25M +$287K +1,645 +15%
SSWM
767
Smith Salley Wealth Management
North Carolina
$2.25M +$74.7K +429 +3%
XWM
768
Xcel Wealth Management
Florida
$2.23M +$52.3K +300 +2%
WA
769
Waverly Advisors
Alabama
$2.23M +$1.83M +10,511 +461%
BCM
770
Bridgeway Capital Management
Texas
$2.23M +$2.23M +12,788 New
BP
771
BBR Partners
New York
$2.22M -$8.19K -47 -0.4%
IIL
772
Insight Inv LLC
California
$2.22M +$132K +755 +6%
Two Sigma Investments
773
Two Sigma Investments
New York
$2.21M -$143M -818,292 -98%
Bank Julius Baer & Co
774
Bank Julius Baer & Co
Switzerland
$2.21M -$315K -1,809 -12%
AIM
775
AHL Investment Management
Florida
$2.21M +$1.57K +9 +0.1%
29 30
31
32 33