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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 %
VWM
1476
Venturi Wealth Management
Texas
$387K +$1.92K +11 +0.5%
TIA
1477
Tiemann Investment Advisors
California
$386K +$4.36K +25 +1%
PHAM
1478
Palisades Hudson Asset Management
Florida
$386K -$68.9K -396 -15%
BHWM
1479
Bar Harbor Wealth Management
New Hampshire
$385K -$11.8K -68 -3%
SFG
1480
Sunburst Financial Group
Alabama
$385K – – –
MPPLM
1481
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$384K -$58K -333 -13%
Members Trust
1482
Members Trust
Florida
$384K +$384K +2,204 New
PWW
1483
Pettyjohn Wood & White
Virginia
$384K – – –
DWM
1484
Dechtman Wealth Management
Colorado
$384K +$384K +2,203 New
WC
1485
Wexford Capital
Florida
$383K +$87.1K +500 +29%
Wealth Enhancement Advisory Services
1486
Wealth Enhancement Advisory Services
Minnesota
$383K -$181K -1,039 -32%
DDPIC
1487
Deroy & Devereaux Private Investment Counsel
Michigan
$383K – – –
LSV Asset Management
1488
LSV Asset Management
Illinois
$383K +$383K +2,200 New
DCM
1489
Donaldson Capital Management
Indiana
$383K +$9.93K +57 +3%
WA
1490
Wealth Architects
California
$382K -$10.1K -58 -3%
AO
1491
Advisor OS
Illinois
$381K +$118K +676 +45%
LFA
1492
Legacy Financial Advisors
Kentucky
$381K +$28.7K +165 +8%
PWMG
1493
Provence Wealth Management Group
California
$381K +$4.18K +24 +1%
MAM
1494
Mystic Asset Management
Rhode Island
$380K -$8.71K -50 -2%
EAM
1495
Eagle Asset Management
Florida
$379K +$132K +756 +53%
Kayne Anderson Rudnick Investment Management
1496
Kayne Anderson Rudnick Investment Management
California
$379K +$871 +5 +0.2%
SWMP
1497
Signature Wealth Management Partners
New Jersey
$378K +$47.9K +275 +15%
RPC
1498
Rossmore Private Capital
Connecticut
$378K – – –
APP
1499
Avantax Planning Partners
Iowa
$377K +$9.06K +52 +2%
YC
1500
Yarbrough Capital
Tennessee
$376K – – –
58 59
60
61 62