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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 %
SCA
1551
Stonebridge Capital Advisors
Minnesota
$346K -$8.36K -48 -2%
RWP
1552
Ridgecrest Wealth Partners
California
$346K +$24.4K +140 +8%
TNB
1553
Thomasville National Bank
Georgia
$346K -$4.36K -25 -1%
LWM
1554
Laidlaw Wealth Management
New York
$345K -$149K -855 -30%
ACM
1555
Arcataur Capital Management
Wisconsin
$345K +$345K +1,980 New
WCFA
1556
Walkner Condon Financial Advisors
Wisconsin
$343K +$4.53K +26 +1%
WTB
1557
Washington Trust Bank
Washington
$343K +$16K +92 +5%
FB
1558
First Bancorp
Maine
$342K – – –
IAN
1559
Integrated Advisors Network
Texas
$341K -$57.5K -330 -14%
RMDI
1560
R.M. Davis Inc
Maine
$341K +$4.01K +23 +1%
MFC
1561
Mechanics Financial Corp
Ohio
$340K -$17.4K -100 -5%
AIM
1562
Allen Investment Management
New York
$338K – – –
FA
1563
Financial Advisors
Massachusetts
$338K – – –
CMTU
1564
Capital Markets Trading (UK)
United Kingdom
$337K +$337K +1,936 New
IFO
1565
Independent Family Office
New York
$337K – – –
GKWIM
1566
Gerber Kawasaki Wealth & Investment Management
California
$336K +$174 +1 +0.1%
FTWA
1567
Fifth Third Wealth Advisors
Ohio
$336K – – –
LC
1568
Lindbrook Capital
California
$334K -$1.74K -10 -0.5%
ACM
1569
AUA Capital Management
Pennsylvania
$334K – – –
IIC
1570
Integrated Investment Consultants
Michigan
$333K – – –
THL
1571
Tillman Hartley LLC
Colorado
$332K – – –
RZH
1572
Relyea Zuckerberg Hanson
Connecticut
$332K -$22.3K -128 -6%
MMC
1573
Mizuho Markets Cayman
Cayman Islands
$332K +$332K +1,905 New
CIG
1574
Cairn Investment Group
Washington
$331K – – –
BIM
1575
Barton Investment Management
Pennsylvania
$331K – – –
61 62
63
64 65