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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 %
NB
1101
NBT Bank
New York
$877K -$20.9K -120 -2%
GC
1102
Garde Capital
Washington
$873K – – –
MFS
1103
Monetta Financial Services
Illinois
$871K – – –
SOAMC
1104
Spirit of America Management Corp
New York
$871K – – –
LW
1105
Linscomb Wealth
Texas
$869K +$174 +1 +0%
WPW
1106
Waldron Private Wealth
Pennsylvania
$867K -$131K -752 -13%
LTAS
1107
Linden Thomas Advisory Services
North Carolina
$864K +$151K +868 +21%
CMANY
1108
Capital Management Associates (New York)
New York
$863K -$5.05K -29 -0.6%
CANY
1109
Caxton Associates (New York)
New York
$859K +$859K +4,931 New
AL
1110
Aspiriant LLC
California
$857K -$46.3K -266 -5%
OGC
1111
Oak Grove Capital
New Hampshire
$857K +$2.61K +15 +0.3%
BWA
1112
BDO Wealth Advisors
Florida
$853K +$521K +2,993 +157%
CWS
1113
Confluence Wealth Services
Pennsylvania
$853K +$13.1K +75 +2%
RMC
1114
Resources Management Corp
Connecticut
$853K +$748K +4,295 +716%
PWPS
1115
Pinnacle Wealth Planning Services
Ohio
$850K -$32.4K -186 -4%
CAG
1116
Crestwood Advisors Group
Massachusetts
$849K -$35K -201 -4%
FCI
1117
Financial Counselors Inc
Kansas
$847K -$2.79K -16 -0.3%
SW
1118
SteelPeak Wealth
California
$846K +$45.3K +260 +6%
PK
1119
Pflug Koory
Nebraska
$842K – – –
WT
1120
Washington Trust
Rhode Island
$841K -$24.7K -142 -3%
LCM
1121
Leisure Capital Management
California
$838K -$38.5K -221 -4%
SAM
1122
S.A. Mason
Michigan
$833K – – –
NSIM
1123
North Star Investment Management
Illinois
$833K +$8.71K +50 +1%
FFA
1124
First Foundation Advisors
California
$830K +$28.6K +164 +4%
TCM
1125
Tufton Capital Management
Maryland
$825K – – –
43 44
45
46 47