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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 %
HA
1526
Herold Advisors
New York
$422K – – –
QPW
1527
Quantum Private Wealth
Florida
$420K – – –
WA
1528
Wealth Architects
California
$419K +$13.9K +74 +3%
WS
1529
Wela Strategies
Georgia
$418K +$16.3K +87 +4%
AAP
1530
Arax Advisory Partners
Colorado
$418K +$94.8K +506 +29%
VWM
1531
Venturi Wealth Management
Texas
$418K +$55.8K +298 +15%
PHAM
1532
Palisades Hudson Asset Management
Florida
$416K +$749 +4 +0.2%
AC
1533
Addison Capital
Pennsylvania
$416K -$51.5K -275 -11%
DWM
1534
Dechtman Wealth Management
Colorado
$415K +$1.5K +8 +0.4%
WPC
1535
Waters Parkerson & Co
Louisiana
$415K +$10.3K +55 +3%
GSC
1536
G&S Capital
Colorado
$414K -$5.81K -31 -1%
SWA
1537
Stratos Wealth Advisors
Ohio
$413K -$76.6K -409 -16%
Kayne Anderson Rudnick Investment Management
1538
Kayne Anderson Rudnick Investment Management
California
$413K +$5.06K +27 +1%
PWW
1539
Pettyjohn Wood & White
Virginia
$413K – – –
MAM
1540
Mystic Asset Management
Rhode Island
$411K +$26.4K +141 +7%
FCA
1541
FinTrust Capital Advisors
South Carolina
$411K +$37.3K +199 +10%
UWS
1542
Unique Wealth Strategies
Illinois
$411K +$411K +2,191 New
LC
1543
Lindbrook Capital
California
$410K -$56K -299 -12%
HWM
1544
Horizon Wealth Management
Illinois
$410K -$41K -219 -9%
LFAS
1545
Level Four Advisory Services
Texas
$410K +$9.37K +50 +2%
SI
1546
Symmetry Investments
Jersey
$409K -$398K -2,123 -49%
GSEP
1547
Golden State Equity Partners
California
$409K +$47.8K +255 +13%
HCA
1548
Hyperion Capital Advisors
New York
$408K +$93.7K +500 +30%
HIG
1549
Heritage Investment Group
Florida
$408K +$93.2K +498 +30%
PFS
1550
Physicians Financial Services
North Carolina
$407K – – –
60 61
62
63 64