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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 %
MIC
1426
Means Investment Company
Maine
$426K +$697 +4 +0.2%
WP
1427
Woodline Partners
California
$425K +$425K +2,442 New
FCP
1428
Fidelis Capital Partners
Florida
$425K +$22.6K +130 +6%
AC
1429
Allstate Corporation
Illinois
$425K -$13.6K -78 -3%
HCM
1430
Howland Capital Management
Massachusetts
$423K -$2.96K -17 -0.7%
HAIM
1431
Hunter Associates Investment Management
Pennsylvania
$421K -$8.53K -49 -2%
FNC
1432
First National Corp
Massachusetts
$420K +$174 +1 +0%
WIM
1433
Wittenberg Investment Management
Massachusetts
$420K – – –
LIA
1434
LS Investment Advisors
Michigan
$419K – – –
HWM
1435
Horizon Wealth Management
Illinois
$419K +$523 +3 +0.1%
CIM
1436
Confluence Investment Management
Missouri
$418K – – –
NA
1437
Navellier & Associates
Nevada
$418K +$52.3K +300 +14%
PAM
1438
Paradigm Asset Management
New York
$418K +$418K +2,400 New
WIA
1439
Westbourne Investment Advisors
Maryland
$418K +$7.84K +45 +2%
KCM
1440
Kathmere Capital Management
Pennsylvania
$418K +$418K +2,399 New
FCAG
1441
First Capital Advisors Group
New Jersey
$417K -$2.96K -17 -0.7%
ITIM
1442
Indiana Trust & Investment Management
Indiana
$416K -$73.2K -420 -15%
FFA
1443
Founders Financial Alliance
North Carolina
$416K +$416K +2,386 New
EDRH
1444
Edmond de Rothschild Holding
Switzerland
$415K -$28.9K -166 -7%
EP
1445
Eudaimonia Partners
Tennessee
$415K – – –
WCG
1446
Weaver Consulting Group
California
$414K -$6.45K -37 -2%
6F
1447
626 Financial
Michigan
$411K +$174 +1 +0%
MSA
1448
Marino Stram & Associates
Massachusetts
$407K +$8.36K +48 +2%
9WM
1449
9258 Wealth Management
Ohio
$407K +$3.14K +18 +0.8%
DIP
1450
DT Investment Partners
Pennsylvania
$407K – – –
56 57
58
59 60