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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 %
LWMM
1326
Legacy Wealth Management (Mississippi)
Mississippi
$523K – – –
CAM
1327
CenterStar Asset Management
Illinois
$522K +$522K +2,996 New
MIM
1328
Meridiem Investment Management
United Kingdom
$522K – – –
HC
1329
Hamilton Capital
Ohio
$522K -$21.6K -124 -4%
ARC
1330
Advisor Resource Council
Texas
$520K -$70.6K -405 -12%
EWM
1331
Empirical Wealth Management
Washington
$518K +$42.7K +245 +9%
MA
1332
MCF Advisors
Kentucky
$517K -$132K -758 -20%
V
1333
VeraBank
Texas
$516K – – –
T
1334
TOBAM
France
$516K +$93K +534 +22%
BMCM
1335
Bryn Mawr Capital Management
Pennsylvania
$511K +$23.5K +135 +5%
EWA
1336
EverSource Wealth Advisors
Alabama
$510K +$32.1K +184 +7%
PP
1337
PDS Planning
Ohio
$507K +$103K +590 +25%
CA
1338
Cambridge Advisors
Nebraska
$507K – – –
FMN
1339
Financial Management Network
California
$505K -$40.7K -232 -7%
TLCM
1340
Twin Lakes Capital Management
California
$504K +$871 +5 +0.2%
TWM
1341
Tradition Wealth Management
Minnesota
$503K +$16K +92 +3%
CTWM
1342
Cherry Tree Wealth Management
Minnesota
$501K +$501K +2,879 New
GTAM
1343
Global Trust Asset Management
Florida
$501K +$9.06K +52 +2%
BST
1344
Bath Savings Trust
Maine
$500K – – –
GITFIT
1345
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$500K +$17.4K +100 +4%
CWG
1346
Cornerstone Wealth Group
North Carolina
$498K +$125K +718 +34%
ME
1347
McIlrath & Eck
Washington
$497K -$1.74K -10 -0.3%
HA
1348
Herold Advisors
New York
$497K -$61K -350 -11%
JWBC
1349
John W. Bristol & Co
New York
$497K -$15.3K -88 -3%
MW
1350
Marcum Wealth
Ohio
$496K +$6.97K +40 +1%
52 53
54
55 56