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 %
CPG
1051
Cornerstone Planning Group
New Jersey
$1.04M +$1.04M +5,993 New
FFM
1052
Forum Financial Management
Illinois
$1.04M +$84.1K +483 +9%
PGWM
1053
Parisi Gray Wealth Management
New Jersey
$1.04M – – –
LWANC
1054
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.04M -$49.5K -284 -5%
DA
1055
Dover Advisors
Virginia
$1.02M +$2.61K +15 +0.3%
CS
1056
Cannell & Spears
New York
$1.02M – – –
EIP
1057
Ellis Investment Partners
Pennsylvania
$1.02M +$2.44K +14 +0.2%
WA
1058
Wealth Alliance
New York
$1.01M +$36.2K +208 +4%
SF
1059
Symphony Financial
Texas
$1.01M +$30.5K +177 +3%
LWCFA
1060
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.01M -$81.9K -470 -8%
HWP
1061
Highline Wealth Partners
California
$1.01M – – –
ST
1062
Spinnaker Trust
Maine
$996K -$17.4K -100 -2%
TW
1063
TrinityPoint Wealth
Connecticut
$990K +$4.53K +26 +0.5%
TWI
1064
Thomas White International
Illinois
$989K – – –
NWM
1065
Northcape Wealth Management
New York
$986K – – –
FHA
1066
Flagship Harbor Advisors
Massachusetts
$984K -$32.2K -185 -3%
SA
1067
Strategic Advisors
New York
$982K +$17.4K +100 +2%
DGAM
1068
Desjardins Global Asset Management
Quebec, Canada
$970K +$77.8K +447 +9%
LC
1069
Lavaca Capital
Texas
$970K -$125K -718 -11%
DWP
1070
Daymark Wealth Partners
Ohio
$968K +$968K +5,557 New
BHBT
1071
Burke & Herbert Bank & Trust
Virginia
$961K -$10.1K -58 -1%
HVM
1072
Harvest Volatility Management
Connecticut
$961K +$36.2K +208 +4%
IA
1073
Icon Advisers
Colorado
$958K – – –
FCFS
1074
First Command Financial Services
Texas
$954K -$13.1K -75 -1%
FCB
1075
First Command Bank
Texas
$954K -$13.1K -75 -1%
41 42
43
44 45