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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 %
FAIM
1576
Financial Advocates Investment Management
Washington
$328K -$3.83K -22 -1%
FWM
1577
Forza Wealth Management
Florida
$327K – – –
VV
1578
Verity & Verity
South Carolina
$326K -$697K -4,000 -68%
NECFA
1579
New England Capital Financial Advisors
Connecticut
$326K +$1.22K +7 +0.4%
SMA
1580
Seven Mile Advisory
New Jersey
$326K +$326K +1,869 New
LWM
1581
Liberty Wealth Management
California
$325K +$871 +5 +0.3%
CST
1582
Charles Schwab Trust
Nevada
$325K – – –
WCM
1583
Washington Capital Management
Washington
$324K – – –
R
1584
Rebalance
California
$324K – – –
TIM
1585
Thompson Investment Management
Wisconsin
$323K – – –
IWA
1586
Intercontinental Wealth Advisors
Texas
$321K +$17.8K +102 +6%
BTI
1587
Blue Trust Inc
Georgia
$321K -$565K -3,425 -64%
FCM
1588
Family Capital Management
Michigan
$321K +$12.4K +71 +4%
AWM
1589
Arista Wealth Management
Nevada
$320K +$523 +3 +0.2%
CFO
1590
Callan Family Office
Pennsylvania
$320K -$66.7K -383 -17%
FANJ
1591
Financial Architects (New Jersey)
New Jersey
$320K – – –
AAS
1592
Annex Advisory Services
Wisconsin
$319K +$54.7K +314 +21%
FCG
1593
Financial Connections Group
California
$319K +$261K +1,500 +449%
SFCL
1594
Strengthening Families & Communities LLC
Massachusetts
$319K +$319K +1,829 New
MWM
1595
Merriman Wealth Management
Washington
$319K -$60.8K -349 -16%
Capstone Investment Advisors
1596
Capstone Investment Advisors
New York
$319K – – –
EP
1597
Edgestream Partners
New Jersey
$318K +$318K +1,828 New
FCA
1598
FinTrust Capital Advisors
South Carolina
$317K – – –
SAM
1599
Strategy Asset Managers
California
$317K +$11.3K +65 +4%
OWA
1600
Opal Wealth Advisors
New York
$315K +$315K +1,811 New
62 63
64
65 66