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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 %
KWM
1676
Kolinsky Wealth Management
New Jersey
$276K -$4.13K -24 -1%
KLI
1677
Kelman-Lazarov Inc
Tennessee
$276K +$5.92K +34 +2%
AWM
1678
Accurate Wealth Management
Florida
$275K +$10.9K +63 +4%
LNWTC
1679
Laird Norton Wetherby Trust Company
Washington
$275K – – –
EWM
1680
EPG Wealth Management
Georgia
$274K -$6.45K -37 -2%
HIG
1681
Heritage Investment Group
Florida
$274K -$86.8K -498 -24%
AAG
1682
Armstrong Advisory Group
Massachusetts
$274K – – –
CA
1683
CapWealth Advisors
Tennessee
$274K – – –
RIM
1684
Rockbridge Investment Management
New York
$273K – – –
LFS
1685
Legacy Financial Strategies
Kansas
$273K – – –
BFG
1686
Bouchey Financial Group
New York
$271K – – –
FM
1687
Foster & Motley
Ohio
$271K – – –
OSNBOA
1688
Old Second National Bank of Aurora
Illinois
$271K – – –
SWM
1689
Stockman Wealth Management
Montana
$270K -$20.9K -120 -7%
ECA
1690
Elevated Capital Advisors
Utah
$270K – – –
PPP
1691
Private Portfolio Partners
New Jersey
$270K -$17.1K -98 -6%
ASA
1692
Armstrong Shaw Associates
Connecticut
$267K – – –
SIMG
1693
Sonora Investment Management Group
Arizona
$267K +$26.3K +151 +11%
WP
1694
WealthSpring Partners
California
$267K +$348 +2 +0.1%
MCM
1695
MV Capital Management
Maryland
$267K +$1.39K +8 +0.5%
RIA
1696
Regal Investment Advisors
Michigan
$266K +$44.4K +255 +20%
HCP
1697
Hexagon Capital Partners
Arkansas
$265K -$23.5K -135 -8%
WFI
1698
West Family Investments
California
$264K +$264K +1,518 New
KPWG
1699
KFA Private Wealth Group
Virginia
$264K -$1.74K -10 -0.7%
PRC
1700
Pearl River Capital
Michigan
$264K -$447K -2,566 -63%
66 67
68
69 70