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American Express
AXP

Overview Fund Activity

1,983 hedge funds and large institutions have $91.3B invested in American Express in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 741 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,983
Holders Change
-48
Holders Change %
-2.36%
% of All Funds
31.62%
Holding in Top 10
32
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-37.25%
% of All Funds
0.51%
New
146
Increased
738
Reduced
741
Closed
166
Calls
$1.22B
Puts
$1.92B
Net Calls
-$697M
Net Calls Change
-$578M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$211M
2
Harris Associates
Harris Associates
Illinois
+$157M
3
Holocene Advisors
Holocene Advisors
New York
+$155M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$138M
5
Two Sigma Investments
Two Sigma Investments
New York
+$115M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$415M
2
BlackRock
BlackRock
New York
-$369M
3
Jennison Associates
Jennison Associates
New York
-$287M
4
State Street
State Street
Massachusetts
-$195M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
926
Berkshire Asset Management
Pennsylvania
$1.32M +$448 +3 +0%
PWA
927
Provenance Wealth Advisors
Florida
$1.32M +$1.32M +8,858 New
SB
928
Simmons Bank
Arkansas
$1.32M +$8.21K +55 +0.6%
CBA
929
Coastal Bridge Advisors
Connecticut
$1.32M +$31.6K +212 +2%
TFCM
930
Taylor Frigon Capital Management
Arizona
$1.31M +$15.4K +103 +1%
CFFP
931
Center for Financial Planning
Michigan
$1.3M – – –
BFA
932
Beaumont Financial Advisors
Massachusetts
$1.3M -$5.67K -38 -0.4%
WKWM
933
Walter & Keenan Wealth Management
Indiana
$1.29M +$1.19K +8 +0.1%
RA
934
RFG Advisory
Alabama
$1.29M +$95.5K +640 +8%
HCMG
935
Howard Capital Management Group
California
$1.29M – – –
IAS
936
Insigneo Advisory Services
Florida
$1.28M +$44.5K +298 +4%
HSA
937
HBK Sorce Advisory
Pennsylvania
$1.28M -$12.2K -82 -0.9%
AR
938
Advisory Research
Illinois
$1.28M -$87.4K -586 -6%
DM
939
Delphi Management
Massachusetts
$1.27M +$1.27M +8,523 New
MSAM
940
Moloney Securities Asset Management
Missouri
$1.27M -$283K -1,900 -18%
AC
941
AXQ Capital
New Jersey
$1.27M +$1.27M +8,500 New
TNA
942
True North Advisors
Texas
$1.27M -$547K -3,666 -30%
WPC
943
Wedmont Private Capital
Pennsylvania
$1.26M -$26.3K -177 -2%
P
944
Pitcairn
Pennsylvania
$1.26M +$68.9K +462 +6%
CNBTD
945
Citizens National Bank Trust Department
Mississippi
$1.26M +$13.9K +93 +1%
RIL
946
Rothschild Investment LLC
Illinois
$1.26M -$8.2K -55 -0.6%
IAMOG
947
Investors Asset Management of Georgia
Georgia
$1.26M -$7.42K -50 -0.6%
WWM
948
Western Wealth Management
Colorado
$1.26M -$35.7K -239 -3%
Group One Trading
949
Group One Trading
Illinois
$1.26M +$1.26M +8,425 New
FTDI
950
First Trust Direct Indexing
Massachusetts
$1.25M +$72.8K +488 +6%
36 37
38
39 40