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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 %
HWA
1176
Heritage Wealth Advisors
Virginia
$739K +$6.27K +36 +0.9%
CWS
1177
Cypress Wealth Services
California
$739K +$1.58K +9 +0.2%
3IP
1178
3Chopt Investment Partners
Virginia
$736K -$34.8K -200 -5%
LA
1179
Lifeworks Advisors
Michigan
$734K -$24.9K -143 -3%
LWM
1180
Lyell Wealth Management
California
$733K -$261K -1,500 -26%
JSL
1181
JT Stratford LLC
Georgia
$731K +$731K +4,195 New
BJL
1182
Brighton Jones LLC
Washington
$731K +$138K +794 +23%
EAM
1183
Evanson Asset Management
California
$730K +$348 +2 +0%
LAM
1184
L2 Asset Management
Massachusetts
$730K +$74K +425 +11%
FNBOH
1185
First National Bank of Hutchinson
Kansas
$726K +$12K +69 +2%
WA
1186
WBH Advisory
Maryland
$725K – – –
SIA
1187
SkyView Investment Advisors
New Jersey
$725K -$623K -3,578 -46%
BA
1188
Birinyi Associates
Connecticut
$723K +$75.8K +435 +12%
AP
1189
Adero Partners
California
$721K -$16K -92 -2%
EF
1190
Empowered Funds
Pennsylvania
$720K +$98.2K +564 +16%
EST
1191
EA Series Trust
Pennsylvania
$720K +$720K +4,133 New
BFM
1192
Boston Financial Management
Massachusetts
$719K -$31.4K -180 -4%
SIM
1193
Sentry Investment Management
Wisconsin
$718K +$185K +1,062 +35%
BMC
1194
Benin Management Corp
Connecticut
$717K -$20.2K -116 -3%
SFG
1195
Summit Financial Group
West Virginia
$716K – – –
BIM
1196
Baldwin Investment Management
Pennsylvania
$716K – – –
PSFG
1197
Prairie Sky Financial Group
Illinois
$714K +$714K +4,100 New
EWM
1198
Evermay Wealth Management
Virginia
$714K -$11K -63 -2%
MWM
1199
Meridian Wealth Management
Kentucky
$712K -$8.01K -46 -1%
FWTB
1200
First Western Trust Bank
Colorado
$707K -$40.8K -234 -5%
46 47
48
49 50