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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 %
VHAM
1551
Van Hulzen Asset Management
California
$407K +$407K +2,170 New
SWMP
1552
Signature Wealth Management Partners
New Jersey
$407K – – –
GWS
1553
Glassman Wealth Services
Virginia
$407K -$11.8K -63 -3%
HWA
1554
HCR Wealth Advisors
California
$406K +$73.1K +390 +22%
YC
1555
Yarbrough Capital
Tennessee
$405K – – –
CCA
1556
Cadent Capital Advisors
Oklahoma
$405K -$13.7K -73 -3%
RPC
1557
Rossmore Private Capital
Connecticut
$404K -$2.81K -15 -0.7%
NLP
1558
Next Level Private
New York
$404K +$562 +3 +0.1%
EBA
1559
Eagle Bay Advisors
New York
$403K -$187 -1 -0%
GIM
1560
Greylin Investment Management
Virginia
$403K – – –
WCFA
1561
Walkner Condon Financial Advisors
Wisconsin
$403K +$30.7K +164 +8%
SAM
1562
Smartleaf Asset Management
Massachusetts
$403K +$403K +2,161 New
OW
1563
Olistico Wealth
Oklahoma
$401K +$74.7K +399 +23%
OWA
1564
Opal Wealth Advisors
New York
$401K +$3.37K +18 +0.8%
MIM
1565
Morningstar Investment Management
Illinois
$399K -$20.6K -110 -5%
SWM
1566
Silverlake Wealth Management
Vermont
$399K -$2.44K -13 -0.6%
ASG
1567
Ariston Services Group
California
$398K +$398K +2,124 New
GWM
1568
Geneos Wealth Management
Colorado
$397K -$107K -569 -21%
HA
1569
HC Advisors
Georgia
$396K +$187 +1 +0%
MIM
1570
Macroview Investment Management
Maryland
$396K -$116K -617 -23%
FPAS
1571
Focus Partners Advisor Solutions
Missouri
$395K -$63.5K -339 -14%
AWM
1572
Aberdeen Wealth Management
Illinois
$395K – – –
CBT
1573
Central Bank & Trust
Kentucky
$395K – – –
RA
1574
Ruggaard & Associates
Ohio
$394K +$87.1K +465 +28%
DP
1575
Dearborn Partners
Illinois
$394K +$5.62K +30 +1%
61 62
63
64 65