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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 %
JWCA
1226
J.W. Coons Advisors
Ohio
$656K – – –
GBT
1227
Grove Bank & Trust
Florida
$648K +$3.83K +22 +0.6%
PL
1228
Perpetual Ltd
Australia
$648K -$314K -1,803 -33%
WP
1229
WealthSource Partners
California
$647K -$454K -2,606 -41%
AF
1230
Alerus Financial
North Dakota
$640K -$4.13M -23,705 -87%
GWM
1231
Gitterman Wealth Management
New Jersey
$639K – – –
AWM
1232
Aries Wealth Management
Maine
$638K – – –
OHIS
1233
Oak Harvest Investment Services
Texas
$638K +$350K +2,010 +122%
PGCM
1234
Prescott Group Capital Management
Oklahoma
$638K – – –
PTP
1235
Platform Technology Partners
New York
$637K -$2.79K -16 -0.4%
FCCM
1236
First City Capital Management
Georgia
$635K – – –
LP
1237
LGL Partners
Pennsylvania
$635K +$523 +3 +0.1%
CWM
1238
Cornerstone Wealth Management
Missouri
$634K +$20.7K +119 +3%
KAM
1239
Knightsbridge Asset Management
California
$634K -$652K -3,742 -51%
CIA
1240
Capital Investment Advisors
Georgia
$633K +$18.1K +104 +3%
MCI
1241
MRP Capital Investments
Georgia
$632K +$424K +2,435 +204%
RWS
1242
Resolute Wealth Strategies
Mississippi
$631K +$1.05K +6 +0.2%
AC
1243
Abbrea Capital
California
$628K +$140K +805 +29%
SC
1244
Saybrook Capital
North Carolina
$627K – – –
APC
1245
Aspire Private Capital
North Carolina
$619K +$3.14K +18 +0.5%
MFG
1246
Magnus Financial Group
New York
$618K +$11.3K +65 +2%
OCM
1247
Orleans Capital Management
Louisiana
$618K +$332K +1,905 +116%
CTA
1248
Colonial Trust Advisors
South Carolina
$617K – – –
WB
1249
WesBanco Bank
West Virginia
$617K -$69.7K -400 -10%
HBT
1250
Hills Bank & Trust
Iowa
$615K -$17.4K -100 -3%
48 49
50
51 52