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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 %
KSWA
876
Kathleen S. Wright Associates
Pennsylvania
$1.62M -$1.03M -5,900 -39%
TBNY
877
Trustco Bank (New York)
New York
$1.62M +$12.7K +73 +0.8%
IWS
878
Insight Wealth Strategies
California
$1.61M +$3.14K +18 +0.2%
MHIC
879
Marble Harbor Investment Counsel
Massachusetts
$1.61M – – –
SIAG
880
Signet Investment Advisory Group
Rhode Island
$1.61M -$113K -650 -7%
LTI
881
Laffer Tengler Investments
Tennessee
$1.61M +$61K +350 +4%
CP
882
CenterBook Partners
Connecticut
$1.61M -$2.54M -14,594 -61%
NFA
883
Northern Financial Advisors
Michigan
$1.6M +$70.7K +406 +5%
HIC
884
Hartline Investment Corp
Illinois
$1.6M – – –
CCFCSB
885
Cape Cod Five Cents Savings Bank
Massachusetts
$1.59M -$5.92K -34 -0.4%
AR
886
Advisory Research
Illinois
$1.59M +$188K +1,079 +13%
TC
887
TAGStone Capital
North Carolina
$1.59M +$6.45K +37 +0.4%
BZWA
888
Blue Zone Wealth Advisors
California
$1.59M – – –
FA
889
FDx Advisors
Illinois
$1.58M -$129K -739 -8%
CDH
890
Charles D. Hyman
$1.58M – – –
FB
891
Fulton Bank
Pennsylvania
$1.57M -$3.48K -20 -0.2%
FMI
892
F/M Investments
District of Columbia
$1.57M +$1.57M +9,028 New
JWCA
893
J.W. Cole Advisors
Florida
$1.56M -$375K -2,155 -19%
AA
894
Argent Advisors
Louisiana
$1.56M +$44.2K +254 +3%
ISL
895
Ingalls & Snyder LLC
New York
$1.56M +$131K +750 +9%
RCM
896
RNC Capital Management
California
$1.55M -$176K -1,010 -10%
EH
897
Equitable Holdings
New York
$1.55M +$687K +3,941 +80%
BAM
898
Berkshire Asset Management
Pennsylvania
$1.55M +$174 +1 +0%
MFG
899
Merit Financial Group
Georgia
$1.54M +$219K +1,255 +17%
Jones Financial Companies
900
Jones Financial Companies
Missouri
$1.53M -$57K -327 -4%
34 35
36
37 38