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American Express
AXP

Overview Fund Activity

2,170 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 332 funds opening new positions, 710 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,170
Holders Change
+187
Holders Change %
+9.43%
% of All Funds
31.81%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.86%
New
332
Increased
710
Reduced
803
Closed
111
Calls
$2B
Puts
$2.4B
Net Calls
-$392M
Net Calls Change
+$306M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Harris Associates
Harris Associates
Illinois
+$391M
3
BlackRock
BlackRock
New York
+$269M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$204M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$172M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$468M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$207M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$183M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$144M
5
Norges Bank
Norges Bank
Norway
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
1351
Westmount Partners
California
$582K +$7.68K +41 +1%
MWM
1352
Meridian Wealth Management
Kentucky
$580K -$897K -4,786 -61%
RI
1353
Ridgewood Investments
New Jersey
$579K -$15.5K -83 -3%
CSPAM
1354
Cary Street Partners Asset Management
Virginia
$579K -$4.68K -25 -0.8%
KA
1355
Kovack Advisors
Florida
$577K +$7.49K +40 +1%
SW
1356
SteelPeak Wealth
California
$576K -$52.4K -280 -8%
WB
1357
WesBanco Bank
West Virginia
$571K -$82.8K -442 -13%
AC
1358
Abbrea Capital
California
$570K -$11.2K -60 -2%
FFA
1359
First Foundation Advisors
California
$570K -$279K -1,490 -33%
GWM
1360
Gitterman Wealth Management
New Jersey
$566K -$122K -649 -18%
CIS
1361
Custom Index Systems
New York
$565K +$565K +3,017 New
RMCM
1362
Reynders McVeigh Capital Management
Massachusetts
$565K – – –
CWG
1363
Cornerstone Wealth Group
North Carolina
$565K +$39.5K +211 +8%
ZIG
1364
Zullo Investment Group
Pennsylvania
$565K +$20K +107 +4%
BST
1365
Bath Savings Trust
Maine
$564K +$25.3K +135 +5%
APW
1366
Acima Private Wealth
Virginia
$562K -$10.5K -56 -2%
LWMM
1367
Legacy Wealth Management (Mississippi)
Mississippi
$562K – – –
AWA
1368
Authentikos Wealth Advisory
California
$562K – – –
LAI
1369
Legal Advantage Investments
California
$562K – – –
GTAM
1370
Global Trust Asset Management
Florida
$562K +$20K +107 +4%
CIM
1371
Chiron Investment Management
New York
$560K +$560K +2,990 New
H
1372
HoyleCohen
California
$560K -$33.3K -178 -6%
EP
1373
Edgestream Partners
New Jersey
$557K +$557K +2,974 New
VWM
1374
Vivid Wealth Management
Iowa
$556K +$556K +2,969 New
AF
1375
Arrow Financial
New York
$556K -$21.9K -117 -4%
53 54
55
56 57