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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 %
PCP
1651
Proficio Capital Partners
Massachusetts
$285K -$348 -2 -0.1%
HR
1652
Howe & Rusling
New York
$284K – – –
FBFS
1653
First Business Financial Services
Wisconsin
$284K – – –
AA
1654
Aire Advisors
California
$284K – – –
CPIA
1655
Cornell Pochily Investment Advisors
New York
$283K +$7.14K +41 +3%
MSCM
1656
McElhenny Sheffield Capital Management
Texas
$283K -$2.61K -15 -0.9%
SGK
1657
Steigerwald Gordon & Koch
Virginia
$283K -$2.61K -15 -0.9%
KP
1658
Keel Point
Alabama
$283K +$39.4K +226 +16%
HWM
1659
Hemington Wealth Management
Virginia
$283K -$5.57K -32 -2%
DWM
1660
Drive Wealth Management
Utah
$283K +$13.8K +79 +5%
FOA
1661
Five Oceans Advisors
California
$283K +$20.7K +119 +8%
AA
1662
Advisory Alpha
Michigan
$282K +$348 +2 +0.1%
SIAP
1663
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$282K – – –
NWM
1664
Northwest Wealth Management
Iowa
$281K +$9.41K +54 +3%
AWA
1665
Acorn Wealth Advisors
Michigan
$280K – – –
TWM
1666
Thrive Wealth Management
Pennsylvania
$280K +$30K +172 +12%
WMC
1667
Westwood Management Corporation
Illinois
$279K -$575K -3,300 -67%
RCM
1668
Raleigh Capital Management
North Carolina
$279K +$28.6K +164 +11%
AA
1669
Alta Advisers
United Kingdom
$279K – – –
MJP
1670
Michael J. Puzo
$279K – – –
AAIM
1671
Asset Advisors Investment Management
Georgia
$279K – – –
HI
1672
Humankind Investments
New York
$279K +$55.6K +319 +25%
PWS
1673
Peterson Wealth Services
Utah
$279K +$23.2K +133 +9%
BBNB
1674
Baker Boyer National Bank
Washington
$278K – – –
LI
1675
Lafayette Investments
Maryland
$277K +$11.3K +65 +4%
65 66
67
68 69