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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 %
TSWM
1426
Triangle Securities Wealth Management
North Carolina
$508K – – –
Marshall Wace
1427
Marshall Wace
United Kingdom
$506K -$1.49M -7,960 -75%
BTI
1428
Blue Trust Inc
Georgia
$505K -$9.84K -66 -2%
PCG
1429
PFC Capital Group
California
$505K +$505K +2,700 New
RP
1430
Riverbridge Partners
Minnesota
$504K +$3.19K +17 +0.6%
BAM
1431
Belpointe Asset Management
Nevada
$504K +$504K +2,688 New
TIA
1432
Tiemann Investment Advisors
California
$501K +$65.6K +350 +15%
IWA
1433
Icon Wealth Advisors
Texas
$501K +$501K +2,675 New
CM
1434
Castleark Management
Illinois
$501K – – –
CTWM
1435
Cherry Tree Wealth Management
Minnesota
$501K -$38.2K -204 -7%
GWANC
1436
Guardian Wealth Advisors (North Carolina)
North Carolina
$501K -$178K -952 -26%
MW
1437
Marcum Wealth
Ohio
$499K -$23.8K -127 -5%
RW
1438
REDW Wealth
New Mexico
$498K – – –
QC
1439
Quent Capital
New York
$495K +$12.7K +68 +3%
SMA
1440
Sage Mountain Advisors
Georgia
$494K -$27.7K -148 -5%
DS
1441
DRW Securities
Illinois
$494K +$23.8K +127 +5%
FCBT
1442
First Citizens Bank & Trust
North Carolina
$492K -$18.2K -97 -4%
KA
1443
Kozak & Associates
Colorado
$490K +$1.63K +9 +0.3%
DIP
1444
DT Investment Partners
Pennsylvania
$489K – – –
BO
1445
Bank OZK
Arkansas
$489K +$489K +2,610 New
LFM
1446
LGT Fund Management
Liechtenstein
$488K – – –
HCM
1447
Hollencrest Capital Management
California
$487K – – –
AWA
1448
Arkadios Wealth Advisors
Georgia
$487K -$159K -848 -25%
PTB
1449
Pioneer Trust Bank
Oregon
$487K – – –
AWM
1450
Atticus Wealth Management
Florida
$487K +$18.7K +100 +4%
56 57
58
59 60