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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 %
TWM
1376
Tradition Wealth Management
Minnesota
$552K -$5.81K -31 -1%
PWM
1377
Partnership Wealth Management
Maryland
$552K +$552K +2,749 New
AWA
1378
Aaron Wealth Advisors
Illinois
$552K +$15.4K +82 +3%
EFG
1379
Embree Financial Group
Illinois
$551K +$551K +2,944 New
PWMG
1380
Provence Wealth Management Group
California
$550K +$48.3K +258 +10%
SB
1381
Strategic Blueprint
Georgia
$550K +$37.7K +201 +7%
NP
1382
Nilsine Partners
Colorado
$549K +$24.5K +131 +5%
FIBT
1383
First International Bank & Trust
North Dakota
$549K +$250K +1,337 +84%
QPWM
1384
Quadrant Private Wealth Management
Pennsylvania
$548K -$67.1K -358 -11%
EFL
1385
ERn Financial LLC
Wisconsin
$546K – – –
EWA
1386
EverSource Wealth Advisors
Alabama
$546K +$38.8K +207 +8%
CA
1387
Cambridge Advisors
Nebraska
$545K – – –
TLCM
1388
Twin Lakes Capital Management
California
$544K +$937 +5 +0.2%
V
1389
VeraBank
Texas
$543K – – –
BIG
1390
Brooklyn Investment Group
New York
$543K +$543K +2,896 New
FCP
1391
Fidelis Capital Partners
Florida
$542K +$81.5K +435 +18%
BHB
1392
Bank Hapoalim BM
Israel
$541K +$541K +2,890 New
SFG
1393
Summit Financial Group
West Virginia
$540K – – –
BHCM
1394
Brevan Howard Capital Management
Jersey
$540K +$214K +1,140 +65%
DA
1395
Doliver Advisors
Texas
$540K -$63.3K -338 -11%
1WM
1396
1858 Wealth Management
Ohio
$539K +$539K +2,877 New
CB
1397
Centennial Bank
Arkansas
$538K +$13.1K +70 +3%
HGA
1398
Hobbs Group Advisors
South Carolina
$536K +$536K +2,863 New
TYCC
1399
Texas Yale Capital Corp
Florida
$535K +$1.5K +8 +0.3%
GCP
1400
GSA Capital Partners
United Kingdom
$535K +$535K +2,854 New
54 55
56
57 58