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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 %
LA
1151
Legacy Advisors
Pennsylvania
$779K +$4.18K +24 +0.5%
GL
1152
Graypoint LLC
New York
$778K -$40.6K -233 -5%
EIM
1153
Ervin Investment Management
Washington
$778K -$6.97K -40 -0.9%
AF
1154
Advisornet Financial
Minnesota
$776K -$31.5K -181 -4%
JA
1155
JLB & Associates
Michigan
$775K +$5.05K +29 +0.7%
MAM
1156
Morse Asset Management
Connecticut
$773K -$509K -2,922 -40%
Koshinski Asset Management
1157
Koshinski Asset Management
Illinois
$770K -$81.3K -467 -10%
IA
1158
IFG Advisors
Missouri
$769K +$1.22K +7 +0.2%
FFN
1159
Focus Financial Network
Minnesota
$768K +$27.3K +157 +4%
BWM
1160
BigSur Wealth Management
Florida
$766K -$52.3K -300 -6%
BAM
1161
Byrne Asset Management
New Jersey
$766K +$17.2K +99 +2%
RFG
1162
RFP Financial Group
Georgia
$766K +$687K +3,945 +873%
CG
1163
CFO4Life Group
Texas
$761K -$4.7K -27 -0.6%
AB
1164
Atlas Brown
Kentucky
$760K +$1.92K +11 +0.3%
AIM
1165
Alhambra Investment Management
Florida
$759K -$11K -63 -1%
UH
1166
Unigestion Holding
Switzerland
$758K -$122K -708 -14%
SRC
1167
Sage Rhino Capital
California
$757K -$62.2K -357 -8%
PFS
1168
Prospera Financial Services
Texas
$755K -$136K -780 -15%
WSC
1169
Wellington Shields & Co
New York
$753K – – –
BDFN
1170
Bond & Devick Financial Network
Minnesota
$752K – – –
SWM
1171
SeaCrest Wealth Management
New York
$750K +$20K +115 +3%
NP
1172
NorthRock Partners
Minnesota
$750K -$99.5K -571 -12%
ECM
1173
Estabrook Capital Management
New York
$745K – – –
BAM
1174
Beaumont Asset Management
Texas
$744K +$1.39K +8 +0.2%
SWM
1175
Spire Wealth Management
Virginia
$740K +$34K +195 +5%
45 46
47
48 49