AXP icon

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 %
RGI
1201
River Global Investors
United Kingdom
$707K -$501K -2,880 -41%
QPWM
1202
Quadrant Private Wealth Management
Pennsylvania
$705K +$25.6K +147 +4%
CPIG
1203
Chicago Partners Investment Group
Illinois
$704K +$183K +1,098 +35%
FAFN
1204
First Affirmative Financial Network
Colorado
$701K +$69.5K +399 +11%
SIC
1205
Salem Investment Counselors
North Carolina
$700K +$5.57K +32 +0.8%
OWA
1206
Outlook Wealth Advisors
Texas
$699K +$168K +964 +32%
CA
1207
Centerpoint Advisors
Massachusetts
$696K – – –
SF
1208
Summit Financial
New Jersey
$693K +$693K +3,977 New
OC
1209
Oakworth Capital
Alabama
$693K +$1.74K +10 +0.3%
ONB
1210
Old National Bancorp
Indiana
$688K +$5.57K +32 +0.8%
PA
1211
PFG Advisors
Arizona
$687K +$6.45K +37 +0.9%
RDWM
1212
Red Door Wealth Management
Tennessee
$687K +$687K +3,943 New
GFG
1213
Greystone Financial Group
Michigan
$685K -$135K -775 -16%
TFS
1214
Thoroughbred Financial Services
Tennessee
$684K +$174 +1 +0%
LCM
1215
Lazari Capital Management
California
$678K +$678K +3,890 New
TPWM
1216
Twelve Points Wealth Management
Massachusetts
$676K -$85.4K -490 -11%
CANC
1217
Culbertson A N & Co
Virginia
$673K – – –
SB
1218
Sunflower Bank
Texas
$670K -$1.92K -11 -0.3%
SAM
1219
Sompo Asset Management
Japan
$669K +$134K +770 +25%
ANBT
1220
American National Bank & Trust
Texas
$667K -$4.53K -26 -0.7%
DIM
1221
Delta Investment Management
California
$666K -$12.4K -71 -2%
MIM
1222
MTM Investment Management
South Carolina
$666K – – –
IAIM
1223
International Assets Investment Management
Florida
$660K +$168K +14,914 +34%
EFS
1224
Essex Financial Services
Connecticut
$660K -$699K -4,015 -51%
GI
1225
Gradient Investments
Minnesota
$656K -$5.97M -34,285 -90%
47 48
49
50 51