AXP icon

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 %
SB
901
Simmons Bank
Arkansas
$1.53M -$18.8K -108 -1%
BCM
902
Barden Capital Management
Texas
$1.53M -$211K -1,211 -12%
BFA
903
Beaumont Financial Advisors
Massachusetts
$1.53M +$20.2K +116 +1%
ECM
904
Evergreen Capital Management
Washington
$1.53M +$34.1K +196 +2%
CFFP
905
Center for Financial Planning
Michigan
$1.52M – – –
WWM
906
Western Wealth Management
Colorado
$1.51M -$8.54K -49 -0.6%
WKWM
907
Walter & Keenan Wealth Management
Indiana
$1.51M -$17.6K -101 -1%
TFCM
908
Taylor Frigon Capital Management
Arizona
$1.51M -$12.5K -72 -0.8%
HSA
909
HBK Sorce Advisory
Pennsylvania
$1.51M -$12.2K -70 -0.8%
WPC
910
Wedmont Private Capital
Pennsylvania
$1.5M +$351K +2,024 +30%
DEA
911
DoubleLine ETF Adviser
Florida
$1.5M +$33.8K +194 +2%
HCMG
912
Howard Capital Management Group
California
$1.5M – – –
CBA
913
Coastal Bridge Advisors
Connecticut
$1.5M +$10.8K +62 +0.7%
UAS
914
United Asset Strategies
New York
$1.49M +$4.01K +23 +0.3%
SIA
915
Strategic Investment Advisors
Michigan
$1.49M -$11.8K -68 -0.8%
IAMOG
916
Investors Asset Management of Georgia
Georgia
$1.49M – – –
RIL
917
Rothschild Investment LLC
Illinois
$1.48M +$20.6K +118 +1%
HCP
918
Hiddenite Capital Partners
New York
$1.48M +$1.48M +8,500 New
I
919
INVST
Indiana
$1.48M -$12K -69 -0.8%
HCA
920
Harbor Capital Advisors
Illinois
$1.46M – – –
AS
921
Altshuler Shaham
Israel
$1.46M -$736K -4,223 -33%
ANB
922
Amarillo National Bank
Texas
$1.46M -$2.61K -15 -0.2%
CNBTD
923
Citizens National Bank Trust Department
Mississippi
$1.46M +$954K +5,476 +189%
OFS
924
Oldfather Financial Services
Nebraska
$1.45M -$52.3K -300 -3%
CB
925
Cadence Bank
Mississippi
$1.45M +$155K +888 +12%
35 36
37
38 39