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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 %
BCM
926
Boltwood Capital Management
California
$1.45M -$9.58K -55 -0.7%
IAS
927
Insigneo Advisory Services
Florida
$1.45M +$765K +4,392 +112%
MPWT
928
MassMutual Private Wealth & Trust
Connecticut
$1.44M +$12.2K +70 +0.9%
RG
929
Rathbones Group
United Kingdom
$1.44M -$49K -281 -3%
OPCM
930
Osborne Partners Capital Management
California
$1.44M -$9.23K -53 -0.6%
AWM
931
Apollon Wealth Management
South Carolina
$1.44M +$55.4K +318 +4%
PAM
932
Palisade Asset Management
Minnesota
$1.44M – – –
Tudor Investment Corp
933
Tudor Investment Corp
Connecticut
$1.43M +$1.43M +8,230 New
GC
934
Grimes & Company
Massachusetts
$1.43M -$7.84K -45 -0.5%
LFRG
935
Lazard Frères Gestion
France
$1.43M -$91.6K -530 -6%
AIM
936
Anchor Investment Management
South Carolina
$1.43M -$353K -2,025 -20%
FNBT
937
FineMark National Bank & Trust
Florida
$1.43M -$68.1K -391 -5%
EW
938
Evoke Wealth
California
$1.42M +$27.7K +159 +2%
TIM
939
Triad Investment Management
California
$1.42M – – –
WSFS
940
Wilmington Savings Fund Society
Delaware
$1.41M -$22.6K -130 -2%
MCM
941
McMillion Capital Management
North Carolina
$1.41M – – –
EAM
942
EFG Asset Management
Oregon
$1.41M -$513K -2,945 -27%
P
943
Pitcairn
Pennsylvania
$1.4M -$11.1K -64 -0.8%
UHC
944
Union Heritage Capital
Michigan
$1.39M – – –
SFO
945
Stokes Family Office
Louisiana
$1.39M +$15.2K +87 +1%
RA
946
RFG Advisory
Alabama
$1.39M -$3.14K -18 -0.2%
GG
947
Greenwood Gearhart
Arkansas
$1.39M -$11.3K -65 -0.8%
RMAM
948
Raab & Moskowitz Asset Management
New Jersey
$1.38M -$39.5K -227 -3%
EM
949
Excalibur Management
Massachusetts
$1.38M -$26.1K -150 -2%
FTDI
950
First Trust Direct Indexing
Massachusetts
$1.38M -$288K -1,653 -17%
36 37
38
39 40