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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 %
APIM
1276
Agate Pass Investment Management
Washington
$580K -$32.2K -185 -5%
SMH
1277
Sanders Morris Harris
Texas
$578K +$578K +3,297 New
PFGIA
1278
Patriot Financial Group Insurance Agency
Massachusetts
$578K -$39K -224 -6%
CWM
1279
Congress Wealth Management
Massachusetts
$577K +$6.8K +39 +1%
CRC
1280
Curi RMB Capital
Illinois
$577K +$14.1K +81 +3%
AIM
1281
Aspen Investment Management
Michigan
$577K +$26.5K +152 +5%
GA
1282
Geller Advisors
New York
$575K +$85.7K +492 +18%
PO
1283
Private Ocean
California
$574K -$34.1K -196 -6%
HFM
1284
Hartford Financial Management
Connecticut
$574K -$1.57K -9 -0.3%
JSW
1285
Journey Strategic Wealth
New Jersey
$573K -$236K -1,357 -29%
WAP
1286
Wealthcare Advisory Partners
Pennsylvania
$572K +$103K +590 +22%
PWM
1287
Purus Wealth Management
California
$569K -$12.7K -73 -2%
SAM
1288
SignalPoint Asset Management
Missouri
$568K +$523 +3 +0.1%
H
1289
HoyleCohen
California
$565K -$6.62K -38 -1%
SFS
1290
Solitude Financial Services
Virginia
$564K +$66.2K +380 +13%
CHP
1291
Cable Hill Partners
Oregon
$564K -$10.1K -58 -2%
MAA
1292
Matrix Asset Advisors
New York
$562K – – –
FPCG
1293
Fort Pitt Capital Group
Pennsylvania
$562K – – –
CSPAM
1294
Cary Street Partners Asset Management
Virginia
$562K -$871 -5 -0.2%
AWA
1295
Arkadios Wealth Advisors
Georgia
$562K +$22.5K +129 +4%
PA
1296
Procyon Advisors
Connecticut
$561K +$16.5K +95 +3%
DA
1297
Doliver Advisors
Texas
$561K -$13.2K -76 -2%
TF
1298
Tompkins Financial
New York
$560K – – –
FP
1299
Factorial Partners
New York
$557K – – –
CAMG
1300
CWA Asset Management Group
Florida
$557K +$11.3K +65 +2%
50 51
52
53 54