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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 %
LJAC
1301
L.J. Altfest & Co
New York
$557K -$697 -4 -0.1%
RI
1302
Ridgewood Investments
New Jersey
$553K – – –
ICG
1303
InterOcean Capital Group
Tennessee
$550K +$86K +494 +19%
TWM
1304
Tanager Wealth Management
United Kingdom
$548K +$20.6K +118 +4%
BC
1305
Burney Company
Virginia
$547K +$7.84K +45 +1%
BWP
1306
BSW Wealth Partners
Colorado
$547K -$10.6K -61 -2%
ERIM
1307
Eagle Ridge Investment Management
Connecticut
$547K – – –
EB
1308
Exchange Bank
California
$547K +$547K +3,139 New
DAS
1309
Dynamic Advisor Solutions
Arizona
$546K -$10.5K -60 -2%
CYG
1310
Clean Yield Group
Vermont
$546K – – –
YDMI
1311
Y.D. More Investments
Israel
$544K -$12.4K -71 -2%
GWANC
1312
Guardian Wealth Advisors (North Carolina)
North Carolina
$542K +$19K +109 +4%
LAI
1313
Legal Advantage Investments
California
$540K +$174K +1,000 +48%
CBT
1314
CoreFirst Bank & Trust
Kansas
$540K -$44.4K -255 -8%
PL
1315
Plancorp LLC
Missouri
$538K +$2.09K +12 +0.4%
WP
1316
Westmount Partners
California
$538K -$1.22K -7 -0.2%
SRC
1317
Shufro Rose & Co
New York
$533K – – –
APW
1318
Acima Private Wealth
Virginia
$532K -$9.93K -57 -2%
BDA
1319
Borer Denton & Associates
Pennsylvania
$532K – – –
SWM
1320
Scissortail Wealth Management
Oklahoma
$531K -$6.02K -34 -1%
EFL
1321
ERn Financial LLC
Wisconsin
$529K – – –
AWA
1322
Authentikos Wealth Advisory
California
$526K -$4.7K -27 -0.9%
BAM
1323
Belpointe Asset Management
Nevada
$526K -$1.32M -7,559 -71%
FW
1324
FirstPurpose Wealth
Utah
$526K -$19.2K -110 -4%
AIM
1325
Acropolis Investment Management
Missouri
$524K -$174 -1 -0%
51 52
53
54 55