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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 %
I
901
INVST
Indiana
$1.75M -$93.2K -453 -5%
GLR
902
Great Lakes Retirement
Ohio
$1.75M +$1.33M +7,082 +313%
BIA
903
Beacon Investment Advisors
Maryland
$1.75M – – –
WIC
904
Woodmont Investment Counsel
Tennessee
$1.74M +$45.3K +242 +3%
WPC
905
Wedmont Private Capital
Pennsylvania
$1.72M +$115K +607 +7%
HIC
906
Hartline Investment Corp
Illinois
$1.72M – – –
TC
907
TAGStone Capital
North Carolina
$1.72M +$6.75K +36 +0.4%
SIAG
908
Signet Investment Advisory Group
Rhode Island
$1.71M -$1.87K -10 -0.1%
NFA
909
Northern Financial Advisors
Michigan
$1.71M +$46.6K +249 +3%
PWA
910
Provenance Wealth Advisors
Florida
$1.71M +$49.3K +263 +3%
ACL
911
Applied Capital LLC
Florida
$1.7M -$74.6K -398 -4%
BZWA
912
Blue Zone Wealth Advisors
California
$1.69M -$6.37K -34 -0.4%
RA
913
RFG Advisory
Alabama
$1.69M +$74.9K +400 +5%
CDH
914
Charles D. Hyman
$1.69M – – –
AA
915
Argent Advisors
Louisiana
$1.68M -$9.55K -51 -0.6%
LSAG
916
Lake Street Advisors Group
New Hampshire
$1.68M +$1.68M +8,981 New
USCWA
917
U.S. Capital Wealth Advisors
Texas
$1.68M -$139K -742 -8%
MAS
918
Meeder Advisory Services
Ohio
$1.67M -$18K -96 -1%
AT
919
American Trust
Kentucky
$1.67M -$43.8K -234 -3%
SPG
920
Strategic Planning Group
Utah
$1.67M +$1.67M +8,931 New
DM
921
Delphi Management
Massachusetts
$1.67M +$72.9K +389 +5%
SWMG
922
Signature Wealth Management Group
Georgia
$1.67M +$1.67M +8,899 New
CBA
923
Coastal Bridge Advisors
Connecticut
$1.66M +$2.25K +12 +0.1%
CAG
924
Csenge Advisory Group
Florida
$1.65M -$145K -776 -8%
BFA
925
Beaumont Financial Advisors
Massachusetts
$1.65M +$12K +64 +0.7%
35 36
37
38 39