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 %
MWA
1376
Meridian Wealth Advisors
Texas
$470K -$109K -625 -19%
CAL
1377
Capital Analysts LLC
Pennsylvania
$470K +$9.4K +54 +2%
BWM
1378
Buckley Wealth Management
Nevada
$468K +$468K +2,685 New
GAM
1379
Garrison Asset Management
Arkansas
$467K -$7.84K -45 -2%
TSWM
1380
Triangle Securities Wealth Management
North Carolina
$466K – – –
CM
1381
Castleark Management
Illinois
$466K – – –
RP
1382
Riverbridge Partners
Minnesota
$466K – – –
BPCE
1383
Bank Pictet & Cie (Europe)
Germany
$465K +$465K +2,668 New
AC
1384
ASB Consultores
Florida
$464K -$1.05K -6 -0.2%
SFI
1385
SPC Financial Inc
Maryland
$464K – – –
RW
1386
REDW Wealth
New Mexico
$463K – – –
MLA
1387
My Legacy Advisors
Oregon
$459K +$65.5K +376 +17%
APA
1388
Astoria Portfolio Advisors
New York
$455K +$60.1K +345 +15%
MIM
1389
Merrion Investment Management
New Jersey
$453K – – –
HCM
1390
Hollencrest Capital Management
California
$453K +$174 +1 +0%
VCM
1391
Vigilant Capital Management
Maine
$453K +$17.4K +100 +4%
PTB
1392
Pioneer Trust Bank
Oregon
$453K – – –
LFM
1393
LGT Fund Management
Liechtenstein
$453K – – –
BA
1394
Ballast Advisors
Minnesota
$451K – – –
ZIG
1395
Zullo Investment Group
Pennsylvania
$451K +$10.6K +61 +2%
CM
1396
Capula Management
Cayman Islands
$449K +$345K +1,978 +329%
VWA
1397
V Wealth Advisors
Kansas
$449K -$2.79K -16 -0.6%
T
1398
TNF
Montana
$449K – – –
MMG
1399
Monetary Management Group
Missouri
$449K – – –
VRS
1400
Virginia Retirement Systems
Virginia
$448K -$9.01M -51,700 -95%
54 55
56
57 58