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American Express
AXP

Overview Fund Activity

2,170 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 332 funds opening new positions, 710 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,170
Holders Change
+187
Holders Change %
+9.43%
% of All Funds
31.81%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.86%
New
332
Increased
710
Reduced
803
Closed
111
Calls
$2B
Puts
$2.4B
Net Calls
-$392M
Net Calls Change
+$306M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Harris Associates
Harris Associates
Illinois
+$391M
3
BlackRock
BlackRock
New York
+$269M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$204M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$172M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$468M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$207M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$183M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$144M
5
Norges Bank
Norges Bank
Norway
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1176
Axxcess Wealth Management
California
$844K +$245K +1,310 +41%
FAFN
1177
First Affirmative Financial Network
Colorado
$844K +$36.2K +193 +4%
UCB
1178
United Community Bank
South Carolina
$843K +$843K +4,502 New
BFC
1179
Bedel Financial Consulting
Indiana
$843K -$51.1K -273 -6%
DA
1180
Dover Advisors
Virginia
$842K -$302K -1,614 -26%
OFS
1181
Orrstown Financial Services
Pennsylvania
$842K +$842K +4,494 New
EIM
1182
Ervin Investment Management
Washington
$840K – – –
FCI
1183
Financial Counselors Inc
Kansas
$839K -$33.3K -178 -4%
PPWM
1184
Paragon Private Wealth Management
Kentucky
$835K -$85.4K -456 -9%
RFG
1185
RFP Financial Group
Georgia
$835K +$9.37K +50 +1%
FTWA
1186
Fifth Third Wealth Advisors
Ohio
$834K +$38.2K +204 +5%
RMC
1187
Resources Management Corp
Connecticut
$831K -$65.6K -350 -7%
IA
1188
IFG Advisors
Missouri
$829K +$1.31K +7 +0.2%
PWM
1189
Proathlete Wealth Management
Florida
$828K +$828K +4,420 New
HI
1190
Harbour Investments
Wisconsin
$826K -$297K -1,588 -26%
VI
1191
Versor Investments
New York
$824K +$824K +4,400 New
OHIS
1192
Oak Harvest Investment Services
Texas
$823K -$315K -1,684 -28%
SC
1193
Schulhoff & Co
Ohio
$819K -$22.5K -120 -3%
TAM
1194
Trillium Asset Management
Massachusetts
$818K +$141K +753 +21%
AB
1195
Atlas Brown
Kentucky
$818K – – –
SAM
1196
Sompo Asset Management
Japan
$817K -$111K -590 -12%
BDFN
1197
Bond & Devick Financial Network
Minnesota
$816K +$28.1K +150 +4%
OA
1198
Oxbow Advisors
Texas
$815K +$506K +2,700 +163%
PCG
1199
Prosperity Consulting Group
Maryland
$815K +$25.1K +134 +3%
MFG
1200
Magnus Financial Group
New York
$811K +$114K +611 +16%
46 47
48
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