AXP icon

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 %
TWM
1626
Trueblood Wealth Management
Ohio
$359K +$359K +1,914 New
C
1627
Certuity
Florida
$357K +$357K +1,905 New
FB
1628
First Bancorp
Maine
$356K -$11.4K -61 -3%
EFG
1629
Everhart Financial Group
Ohio
$356K -$96.5K -515 -21%
DCM
1630
Donaldson Capital Management
Indiana
$356K -$44.6K -238 -11%
CIG
1631
Cairn Investment Group
Washington
$356K – – –
BIM
1632
Barton Investment Management
Pennsylvania
$356K – – –
SG
1633
StoneX Group
New York
$355K -$4.87K -26 -1%
FPFS
1634
First Personal Financial Services
North Carolina
$355K – – –
WTB
1635
Washington Trust Bank
Washington
$354K -$14.1K -75 -4%
GKWIM
1636
Gerber Kawasaki Wealth & Investment Management
California
$352K +$4.68K +25 +1%
RCM
1637
Raleigh Capital Management
North Carolina
$352K +$22.7K +121 +7%
NECFA
1638
New England Capital Financial Advisors
Connecticut
$351K -$562 -3 -0.2%
MTIC
1639
Missouri Trust & Investment Company
Missouri
$351K -$9.93K -53 -3%
VV
1640
Verity & Verity
South Carolina
$351K – – –
RWPA
1641
Richard W. Paul & Associates
Michigan
$351K -$12K -64 -3%
RMDI
1642
R.M. Davis Inc
Maine
$349K -$13.5K -72 -4%
KWM
1643
Kolinsky Wealth Management
New Jersey
$348K +$32K +171 +10%
R
1644
Rebalance
California
$348K – – –
TIM
1645
Thompson Investment Management
Wisconsin
$348K – – –
AWM
1646
Arista Wealth Management
Nevada
$347K +$562 +3 +0.2%
KWA
1647
Kingswood Wealth Advisors
California
$347K +$347K +1,853 New
THL
1648
Tillman Hartley LLC
Colorado
$346K – – –
XT
1649
XTX Topco
Cayman Islands
$344K -$2.05M -10,934 -86%
BFC
1650
Blue Fin Capital
Rhode Island
$343K +$48.7K +260 +17%
64 65
66
67 68