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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 %
NCM
1601
Northside Capital Management
Oregon
$314K – – –
CMBA
1602
C.M. Bidwell & Associates
Hawaii
$314K -$174 -1 -0.1%
PIA
1603
Pinion Investment Advisors
Kansas
$313K +$52.4K +301 +20%
FFP
1604
FourThought Financial Partners
Florida
$313K -$13.6K -78 -4%
CG
1605
Cynosure Group
Utah
$312K +$312K +1,793 New
1WA
1606
180 Wealth Advisors
Washington
$312K +$4.04K +23 +1%
PI
1607
PFG Investments
New York
$312K +$54.5K +313 +21%
RP
1608
Riverwater Partners
Wisconsin
$312K +$22.6K +130 +8%
WWM
1609
Windsor Wealth Management
Indiana
$310K +$33.2K +191 +12%
ACM
1610
Allred Capital Management
Texas
$310K -$25.4K -146 -8%
HWA
1611
HCR Wealth Advisors
California
$309K – – –
GSEP
1612
Golden State Equity Partners
California
$309K +$92.2K +529 +43%
SL
1613
Sentinus LLC
Illinois
$307K -$6.45K -37 -2%
NA
1614
Nottingham Advisors
New York
$307K -$17.4K -100 -5%
ACI
1615
Alpha Cubed Investments
California
$307K -$20.9K -120 -6%
WCM
1616
Windsor Capital Management
Arizona
$307K +$348 +2 +0.1%
LC
1617
LCNB Corp
Ohio
$306K – – –
KC
1618
Kenfarb & Co
Kentucky
$305K – – –
TTWM
1619
TCV Trust & Wealth Management
Virginia
$304K – – –
EBA
1620
Eagle Bay Advisors
New York
$304K -$15K -86 -5%
FFBTD
1621
First Financial Bank - Trust Division
Ohio
$303K -$20.9K -120 -6%
OW
1622
Olistico Wealth
Oklahoma
$303K +$348 +2 +0.1%
LI
1623
LMCG Investments
Massachusetts
$303K -$3.14K -18 -1%
SFFS
1624
Stonehage Fleming Financial Services
Jersey
$301K +$301K +1,727 New
IRC
1625
Investors Research Corp
Georgia
$300K – – –
63 64
65
66 67