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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 %
SB
1451
Strategic Blueprint
Georgia
$407K -$2.61K -15 -0.6%
SMA
1452
Sage Mountain Advisors
Georgia
$406K +$72.3K +415 +22%
PG
1453
Patten Group
Tennessee
$406K – – –
ATC
1454
Adirondack Trust Company
New York
$405K -$5.57K -33 -1%
CCA
1455
Cadent Capital Advisors
Oklahoma
$403K +$174 +1 +0%
GLR
1456
Great Lakes Retirement
Ohio
$403K -$6.1K -35 -1%
BSB
1457
Bangor Savings Bank
Maine
$402K -$3.66K -21 -0.9%
BG
1458
Benedetti & Gucer
Georgia
$402K -$55.2K -317 -12%
XS
1459
XR Securities
Illinois
$401K +$102K +585 +34%
CHAM
1460
Clear Harbor Asset Management
Connecticut
$401K – – –
OPOWM
1461
One Plus One Wealth Management
Florida
$401K – – –
LFG
1462
Larson Financial Group
Missouri
$400K -$60.5K -347 -13%
GWM
1463
Geneos Wealth Management
Colorado
$399K -$410K -2,354 -51%
MRCM
1464
M&R Capital Management
New Jersey
$399K +$349 +2 +0.1%
AT
1465
Arden Trust
Delaware
$398K -$722K -4,150 -64%
SG
1466
StoneX Group
New York
$395K -$18.1K -104 -4%
SFG
1467
StrategIQ Financial Group
Indiana
$395K +$22.3K +128 +6%
PGAM
1468
Princeton Global Asset Management
New Jersey
$395K – – –
RMCM
1469
Reynders McVeigh Capital Management
Massachusetts
$395K – – –
ATFA
1470
All Terrain Financial Advisors
Minnesota
$394K – – –
MIM
1471
Morningstar Investment Management
Illinois
$391K +$391K +2,242 New
WKSWA
1472
White Knight Strategic Wealth Advisors
New Jersey
$390K +$3.31K +19 +0.9%
QPW
1473
Quantum Private Wealth
Florida
$390K – – –
GSC
1474
G&S Capital
Colorado
$388K -$3.14K -18 -0.8%
CIM
1475
Contravisory Investment Management
Massachusetts
$388K +$6.62K +38 +2%
57 58
59
60 61