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 %
FFA
1351
Fortune Financial Advisors
Kansas
$494K +$494K +2,836 New
MGI
1352
MayTech Global Investments
New York
$493K – – –
MA
1353
Mezzasalma Advisors
New Jersey
$492K – – –
DTL
1354
Dynamic Technology Lab
Singapore
$492K -$4.5M -25,778 -90%
BHB
1355
Bank Hapoalim BM
Israel
$492K +$6.62K +38 +1%
HDIM
1356
Hanson & Doremus Investment Management
Vermont
$492K +$56.1K +322 +13%
WP
1357
WMS Partners
Maryland
$492K +$523 +3 +0.1%
NP
1358
Nilsine Partners
Colorado
$490K -$174 -1 -0%
SWM
1359
Sendero Wealth Management
Texas
$490K +$490K +2,814 New
CB
1360
Centennial Bank
Arkansas
$488K -$34.8K -200 -7%
KA
1361
Kearns & Associates
California
$488K – – –
MIP
1362
Marietta Investment Partners
Wisconsin
$488K – – –
TYCC
1363
Texas Yale Capital Corp
Florida
$487K +$9.76K +56 +2%
PHS
1364
Pekin Hardy Strauss
Illinois
$486K +$9.93K +57 +2%
AIM
1365
Athena Investment Management
California
$485K -$5.23K -30 -1%
GLLW
1366
Graves Light Lenhart Wealth
Virginia
$485K +$59.9K +344 +14%
ORAM
1367
One River Asset Management
Connecticut
$479K +$473K +2,749 +8,330%
MBTD
1368
Mechanics Bank - Trust Department
California
$479K +$78K +448 +19%
AFC
1369
AFT Forsyth & Company
Florida
$476K -$61.1K -351 -11%
RWM
1370
Revisor Wealth Management
Ohio
$474K – – –
MFG
1371
Midwest Financial Group
Kansas
$474K -$17.4K -100 -4%
ESB
1372
Essex Savings Bank
Connecticut
$474K +$81.9K +470 +21%
MHS
1373
M Holdings Securities
Oregon
$473K -$624K -3,583 -57%
KA
1374
Kozak & Associates
Colorado
$472K +$1.58K +9 +0.3%
LA
1375
LVW Advisors
New York
$472K -$432K -2,477 -48%
53 54
55
56 57