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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 %
SC
826
Scotia Capital
Ontario, Canada
$1.9M +$191K +1,097 +11%
MIA
827
MainStreet Investment Advisors
Illinois
$1.9M -$50.2K -288 -3%
BWM
828
BNC Wealth Management
Oregon
$1.89M +$1.57M +9,020 +488%
PT
829
Plimoth Trust
Massachusetts
$1.89M +$185K +1,064 +11%
SVWAG
830
Sound View Wealth Advisors Group
Georgia
$1.88M +$28.4K +163 +2%
B
831
Bailard
California
$1.88M -$103K -594 -5%
AFA
832
Abacus FCF Advisors
Florida
$1.87M +$82.7K +475 +5%
KW
833
KWB Wealth
California
$1.87M +$54.9K +315 +3%
SAM
834
Sawgrass Asset Management
Florida
$1.87M – – –
SFA
835
Sequoia Financial Advisors
Ohio
$1.86M -$116K -667 -6%
VT
836
Vise Technologies
New York
$1.85M +$57.8K +332 +3%
HI
837
Horizon Investments
North Carolina
$1.85M -$417K -2,404 -18%
MAS
838
Meeder Advisory Services
Ohio
$1.84M +$18.8K +108 +1%
SPC
839
Sigma Planning Corp
Michigan
$1.83M -$81.7K -469 -4%
SHWM
840
Silicon Hills Wealth Management
Texas
$1.83M – – –
VIM
841
Vinva Investment Management
Australia
$1.83M -$309K -1,795 -14%
WGCA
842
Wolf Group Capital Advisors
Virginia
$1.82M -$112K -691 -6%
WI
843
Wintrust Investments
Illinois
$1.82M -$76.7K -440 -4%
PIM
844
Penobscot Investment Management
Massachusetts
$1.81M +$20.9K +120 +1%
MSAM
845
Moloney Securities Asset Management
Missouri
$1.81M +$366K +2,100 +25%
GC
846
Guardian Capital
Ontario, Canada
$1.81M – – –
IPW
847
Inlet Private Wealth
Florida
$1.81M – – –
CAG
848
Csenge Advisory Group
Florida
$1.81M +$36.1K +207 +2%
USCWA
849
U.S. Capital Wealth Advisors
Texas
$1.8M +$1.57K +9 +0.1%
SIA
850
Schechter Investment Advisors
Michigan
$1.79M -$55.7K -320 -3%
32 33
34
35 36