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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 %
MAM
1401
McLean Asset Management
Virginia
$448K -$16.9K -97 -4%
BHIA
1402
Birch Hill Investment Advisors
Massachusetts
$446K – – –
NAMP
1403
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$445K +$3.14K +18 +0.7%
DSC
1404
Duncker Streett & Co
Missouri
$444K – – –
LFAS
1405
Level Four Advisory Services
Texas
$443K +$42.5K +244 +11%
MFA
1406
Mayflower Financial Advisors
Massachusetts
$442K +$2.09K +12 +0.5%
SLA
1407
Silver Lake Advisory
Utah
$441K -$12.7K -73 -3%
BWA
1408
Burt Wealth Advisors
Maryland
$438K -$6.1K -35 -1%
PVM
1409
Palogic Value Management
Texas
$437K – – –
FMLI
1410
Fukoku Mutual Life Insurance
Japan
$436K -$220K -1,264 -34%
HIM
1411
Harbour Investment Management
Washington
$436K – – –
AWM
1412
Atticus Wealth Management
Florida
$436K – – –
PWP
1413
Pursue Wealth Partners
California
$436K – – –
TIA
1414
Traphagen Investment Advisors
New Jersey
$435K – – –
AC
1415
Addison Capital
Pennsylvania
$434K – – –
RCG
1416
Regatta Capital Group
California
$433K -$69.5K -399 -14%
SCA
1417
Sippican Capital Advisors
Massachusetts
$432K – – –
RHAM
1418
Round Hill Asset Management
California
$431K -$8.71K -50 -2%
CSS
1419
Cubist Systematic Strategies
Connecticut
$430K -$13.2M -75,878 -97%
CAM
1420
Covenant Asset Management
New Jersey
$429K – – –
Verition Fund Management
1421
Verition Fund Management
Connecticut
$429K -$2.44K -14 -0.6%
SIA
1422
Soltis Investment Advisors
Utah
$428K +$189K +1,085 +79%
MFT
1423
Moisand Fitzgerald Tamayo
Florida
$428K -$17.4K -100 -4%
QC
1424
Quent Capital
New York
$427K +$2.44K +14 +0.6%
FCBT
1425
First Citizens Bank & Trust
North Carolina
$426K -$30.5K -175 -7%
55 56
57
58 59