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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 %
PFS
1526
Physicians Financial Services
North Carolina
$361K – – –
SPWG
1527
Sage Private Wealth Group
Illinois
$361K -$13.1K -75 -3%
WCM
1528
Whitener Capital Management
North Carolina
$359K – – –
OFG
1529
Oxford Financial Group
Indiana
$359K +$359K +2,059 New
RCA
1530
Ranch Capital Advisors
Florida
$358K +$174 +1 +0%
FWIA
1531
Fort Washington Investment Advisors
Ohio
$357K -$34.8K -200 -9%
BLC
1532
Brown, Lisle/Cummings
Rhode Island
$357K +$30K +172 +9%
FPFS
1533
First Personal Financial Services
North Carolina
$356K – – –
KMWM
1534
Keudell/Morrison Wealth Management
Oregon
$355K – – –
LSPW
1535
Lake Street Private Wealth
Illinois
$354K -$3.31K -19 -0.9%
GA
1536
GraniteShares Advisors
New York
$353K -$29.8K -171 -8%
PWA
1537
Phoenix Wealth Advisors
North Carolina
$353K -$1.22K -7 -0.3%
WA
1538
Waddell & Associates
Tennessee
$353K -$1.57K -9 -0.4%
CCG
1539
Cypress Capital Group
Florida
$353K +$2.96K +17 +0.8%
RWB
1540
RMR Wealth Builders
New Jersey
$352K +$8.01K +46 +2%
SPW
1541
Sonoma Private Wealth
California
$351K +$351K +2,014 New
RWPA
1542
Richard W. Paul & Associates
Michigan
$351K -$5.57K -32 -2%
CD
1543
Chapin Davis
Maryland
$349K +$3.14K +18 +0.9%
MTIC
1544
Missouri Trust & Investment Company
Missouri
$349K +$30.1K +173 +9%
MPIA
1545
Mountain Pacific Investment Advisers
Idaho
$348K – – –
HA
1546
Harbor Advisors
Florida
$348K – – –
CIA
1547
Caerus Investment Advisors
Texas
$348K – – –
GWS
1548
Glassman Wealth Services
Virginia
$348K +$1.05K +6 +0.3%
QOP
1549
Quinn Opportunity Partners
Virginia
$348K +$348K +2,000 New
MCM
1550
Magnolia Capital Management
New York
$348K – – –
60 61
62
63 64