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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 %
EFG
1501
Everhart Financial Group
Ohio
$376K +$7.67K +44 +2%
WPC
1502
Waters Parkerson & Co
Louisiana
$376K -$9.4K -54 -2%
HBW
1503
Hazlett, Burt & Watson
West Virginia
$376K -$7.51K -43 -2%
CT
1504
Columbia Trust
Oregon
$376K +$20K +115 +6%
EFSCE
1505
Enterprise Financial Services Corp (EFSC)
Missouri
$375K +$109K +627 +41%
MSWM
1506
McGlone Suttner Wealth Management
Wisconsin
$375K +$19.5K +112 +5%
GIM
1507
Greylin Investment Management
Virginia
$375K – – –
1IA
1508
1834 Investment Advisors
Wisconsin
$374K +$102K +585 +37%
OAM
1509
Oak Asset Management
California
$374K -$17.4K -100 -4%
SWM
1510
Silverlake Wealth Management
Vermont
$373K – – –
FCM
1511
Fairbanks Capital Management
California
$373K -$2.61K -15 -0.7%
MS
1512
Maven Securities
Jersey
$369K +$369K +2,121 New
NLP
1513
Next Level Private
New York
$369K +$369K +2,151 New
BCM
1514
Blume Capital Management
California
$368K +$11K +63 +3%
HA
1515
HC Advisors
Georgia
$368K +$174 +1 +0%
HIA
1516
Harbor Investment Advisory
Maryland
$368K +$24.9K +143 +7%
AWM
1517
Aberdeen Wealth Management
Illinois
$368K – – –
CBT
1518
Central Bank & Trust
Kentucky
$367K +$13.1K +75 +4%
TA
1519
Trellis Advisors
Washington
$366K -$6.1K -35 -2%
CAI
1520
Capital Advisors Inc
Oklahoma
$366K +$152K +874 +71%
SPA
1521
Sherbrooke Park Advisers
New York
$366K +$366K +2,100 New
SNBOSD
1522
Security National Bank of So Dak
Iowa
$366K +$366K +2,100 New
TFA
1523
Toth Financial Advisory
Virginia
$366K -$29.8K -171 -8%
KIC
1524
Keating Investment Counselors
Florida
$362K -$69.7K -400 -16%
DP
1525
Dearborn Partners
Illinois
$361K +$5.23K +30 +1%
59 60
61
62 63