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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 %
QI
826
QV Investors
Alberta, Canada
$2.16M -$52.5K -280 -2%
AIC
827
Argus Investors Counsel
New York
$2.15M +$126K +670 +6%
FMWA
828
Forvis Mazars Wealth Advisors
Missouri
$2.12M -$129K -687 -6%
HTC
829
Haverford Trust Company
Pennsylvania
$2.1M +$30.3K +162 +1%
PWP
830
Private Wealth Partners
California
$2.1M – – –
SJIM
831
St. Johns Investment Management
Florida
$2.1M +$30.2K +161 +1%
Empower Advisory Group
832
Empower Advisory Group
Colorado
$2.09M -$647K -3,451 -24%
NMG
833
New Millennium Group
Utah
$2.09M +$1.99M +10,636 +2,102%
DRS
834
Deane Retirement Strategies
Louisiana
$2.09M +$5.81K +31 +0.3%
FIA
835
Foundations Investment Advisors
Arizona
$2.08M +$116K +573 +6%
FNT
836
First National Trust
Pennsylvania
$2.07M -$644K -3,439 -24%
BFA
837
Buttonwood Financial Advisors
Maryland
$2.07M -$41.6K -222 -2%
IWS
838
Insight Wealth Strategies
California
$2.07M +$151K +807 +8%
SC
839
Syon Capital
California
$2.07M +$1.08M +5,750 +109%
GFA
840
Gifford Fong Associates
California
$2.06M – – –
AP
841
Americana Partners
Texas
$2.06M -$86.5K -438 -4%
PA
842
Parallel Advisors
California
$2.05M -$23K -123 -1%
FB
843
Fulton Bank
Pennsylvania
$2.05M +$111K +595 +6%
KW
844
KWB Wealth
California
$2.04M +$33.7K +180 +2%
P
845
&Partners
Tennessee
$2.04M +$38.6K +206 +2%
VT
846
Vise Technologies
New York
$2.03M +$54.7K +292 +3%
RG
847
Rathbones Group
United Kingdom
$2.03M -$2.25K -12 -0.1%
CW
848
CreativeOne Wealth
Kansas
$2M -$187 -1 -0%
PT
849
Plimoth Trust
Massachusetts
$1.98M -$11.1K -59 -0.6%
KIA
850
KCM Investment Advisors
California
$1.98M -$147K -787 -7%
32 33
34
35 36