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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 %
BAM
1076
Boyar Asset Management
New York
$951K -$5.92K -34 -0.6%
PC
1077
Pecaut & Co
Iowa
$945K – – –
CA
1078
Crewe Advisors
Utah
$944K -$48.8K -280 -5%
SIG
1079
Sargent Investment Group
Maryland
$942K -$4.7K -27 -0.5%
ARMT
1080
Amica Retiree Medical Trust
Rhode Island
$941K -$129K -741 -12%
AF
1081
Allworth Financial
California
$939K +$55.7K +320 +6%
TWA
1082
TCI Wealth Advisors
Arizona
$935K +$55.6K +319 +6%
ATPW
1083
Ashton Thomas Private Wealth
Arizona
$923K +$122K +698 +15%
HWM
1084
Hohimer Wealth Management
Washington
$920K -$36.1K -207 -4%
AAS
1085
Ameritas Advisory Services
Nebraska
$920K -$710K -4,180 -44%
LCM
1086
Lewis Capital Management
California
$918K +$174 +1 +0%
IWM
1087
IHT Wealth Management
Illinois
$916K -$159K -915 -15%
GIA
1088
Guyasuta Investment Advisors
Pennsylvania
$915K -$34.8K -200 -4%
CP
1089
Cumberland Partners
Ontario, Canada
$915K +$566K +3,250 +163%
VRM
1090
Vectors Research Management
New York
$907K +$5.75K +33 +0.6%
BFC
1091
Bedel Financial Consulting
Indiana
$902K -$174 -1 -0%
WCM
1092
Weik Capital Management
Pennsylvania
$900K +$4.36K +25 +0.5%
AG
1093
Algert Global
California
$891K – – –
LKIM
1094
Lawson Kroeker Investment Management
Nebraska
$890K -$3.48K -20 -0.4%
DWM
1095
Dakota Wealth Management
Florida
$887K +$94.4K +542 +12%
IA
1096
IFP Advisors
Florida
$884K -$40.6K -233 -4%
WANY
1097
Wealthspire Advisors (New York)
New York
$884K -$871 -5 -0.1%
PFBT
1098
Parkside Financial Bank & Trust
Missouri
$883K +$1.05K +6 +0.1%
SGI
1099
Summit Global Investments
Utah
$881K +$287K +1,649 +48%
PVI
1100
Pine Valley Investments
New Jersey
$881K +$881K +5,057 New
42 43
44
45 46