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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 %
HWAM
851
Hennion & Walsh Asset Management
New Jersey
$1.79M +$598K +3,435 +50%
GWMIA
852
Global Wealth Management Investment Advisory
Florida
$1.79M +$214K +1,228 +14%
CC
853
Constitution Capital
Connecticut
$1.77M -$740K -4,250 -30%
PWM
854
Pinnacle Wealth Management
California
$1.77M +$1.77M +10,142 New
ZCM
855
Ziegler Capital Management
Illinois
$1.76M +$30.1K +173 +2%
MWM
856
Mission Wealth Management
California
$1.76M +$94.4K +542 +6%
LOAMS
857
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.74M -$14.1M -80,703 -89%
BIA
858
Bigelow Investment Advisors
Maine
$1.73M +$56.3K +323 +3%
EHC
859
Everett Harris & Co
California
$1.72M +$7.32K +42 +0.4%
KC
860
Knuff & Co
California
$1.72M – – –
CC
861
Chicago Capital
Illinois
$1.72M – – –
IFWM
862
Institute for Wealth Management
Colorado
$1.69M -$10.6K -61 -0.6%
FWA
863
FOCUS Wealth Advisors
Texas
$1.69M -$175K -1,007 -9%
MC
864
Moors & Cabot
Massachusetts
$1.69M -$242K -1,387 -13%
BPWM
865
Badgley Phelps Wealth Managers
Washington
$1.69M +$1.39M +8,005 +478%
LCM
866
Linker Capital Management
Kentucky
$1.68M – – –
HF
867
HRT Financial
New York
$1.67M +$1.67M +9,615 New
ACL
868
Applied Capital LLC
Florida
$1.67M -$523 -3 -0%
CPSC
869
Carl P. Sherr & Co
Massachusetts
$1.66M +$348 +2 +0%
BB
870
Berkshire Bank
Massachusetts
$1.65M +$14.1K +81 +0.9%
GIA
871
Gateway Investment Advisers
Ohio
$1.63M -$20.4K -117 -1%
BIA
872
Beacon Investment Advisors
Maryland
$1.62M +$1.07M +6,138 +192%
WIC
873
Woodmont Investment Counsel
Tennessee
$1.62M -$52.3K -300 -3%
VAG
874
VisionPoint Advisory Group
Texas
$1.62M +$92.3K +530 +6%
NAM
875
NTV Asset Management
West Virginia
$1.62M +$109K +625 +7%
33 34
35
36 37