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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 %
WIA
1501
Westbourne Investment Advisors
Maryland
$449K – – –
Members Trust
1502
Members Trust
Florida
$447K +$32.9K +175 +8%
MSWM
1503
McGlone Suttner Wealth Management
Wisconsin
$447K +$29.8K +159 +7%
WCG
1504
Weaver Consulting Group
California
$445K – – –
SFG
1505
StrategIQ Financial Group
Indiana
$442K +$38.4K +205 +10%
BHIA
1506
Birch Hill Investment Advisors
Massachusetts
$442K -$37.5K -200 -8%
AC
1507
Allstate Corporation
Illinois
$441K -$15.9K -85 -3%
DDPIC
1508
Deroy & Devereaux Private Investment Counsel
Michigan
$440K +$28.1K +150 +7%
MSA
1509
Marino Stram & Associates
Massachusetts
$440K – – –
LFA
1510
Legacy Financial Advisors
Kentucky
$439K +$29.2K +156 +7%
WP
1511
WMS Partners
Maryland
$439K -$76.1K -406 -15%
RWP
1512
Ridgecrest Wealth Partners
California
$438K +$67.8K +362 +18%
FFA
1513
Farther Finance Advisors
California
$434K +$131K +699 +43%
FC
1514
Forte Capital
New York
$432K +$92.2K +492 +27%
LCWP
1515
Legacy Capital Wealth Partners
Arkansas
$432K -$10.3K -55 -2%
OPOWM
1516
One Plus One Wealth Management
Florida
$431K – – –
MSS
1517
Mitchell Sinkler & Starr
Pennsylvania
$431K +$431K +2,300 New
MRCM
1518
M&R Capital Management
New Jersey
$429K +$375 +2 +0.1%
WKSWA
1519
White Knight Strategic Wealth Advisors
New Jersey
$428K -$22.5K -120 -5%
PG
1520
Patten Group
Tennessee
$427K -$9.37K -50 -2%
SFG
1521
Sunburst Financial Group
Alabama
$427K +$12.6K +67 +3%
CT
1522
Columbia Trust
Oregon
$427K +$21.5K +115 +5%
PGAM
1523
Princeton Global Asset Management
New Jersey
$425K – – –
ATFA
1524
All Terrain Financial Advisors
Minnesota
$423K – – –
CST
1525
Charles Schwab Trust
Nevada
$422K -$2.25K -12 -0.5%
59 60
61
62 63