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American Express
AXP

Overview Fund Activity

1,983 hedge funds and large institutions have $91.3B invested in American Express in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 741 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,983
Holders Change
-48
Holders Change %
-2.36%
% of All Funds
31.62%
Holding in Top 10
32
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-37.25%
% of All Funds
0.51%
New
146
Increased
738
Reduced
741
Closed
166
Calls
$1.22B
Puts
$1.92B
Net Calls
-$697M
Net Calls Change
-$578M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$211M
2
Harris Associates
Harris Associates
Illinois
$436M
3
Holocene Advisors
Holocene Advisors
New York
$208M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$219M
5
Two Sigma Investments
Two Sigma Investments
New York
$117M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.04B
2
BlackRock
BlackRock
New York
$6.37B
3
Jennison Associates
Jennison Associates
New York
$28.9M
4
State Street
State Street
Massachusetts
$4.33B
5
Fisher Asset Management
Fisher Asset Management
Washington
$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
1676
Farther Finance Advisors
California
$241K +$125K +838 +108%
AWA
1677
Acorn Wealth Advisors
Michigan
$241K +$447 +3 +0.2%
NWM
1678
Northwest Wealth Management
Iowa
$240K -$448 -3 -0.2%
LFS
1679
Legacy Financial Strategies
Kansas
$240K +$153 +1 +0.1%
WMC
1680
Westwood Management Corporation
Illinois
$239K – – –
NC
1681
NinePointTwo Capital
California
$239K +$239K +1,608 New
PWS
1682
Peterson Wealth Services
Utah
$239K +$298 +2 +0.1%
MJP
1683
Michael J. Puzo
$239K – – –
AA
1684
Alta Advisers
United Kingdom
$239K – – –
AAIM
1685
Asset Advisors Investment Management
Georgia
$239K – – –
KLI
1686
Kelman-Lazarov Inc
Tennessee
$238K +$1.34K +9 +0.6%
BBNB
1687
Baker Boyer National Bank
Washington
$238K – – –
FIBT
1688
First International Bank & Trust
North Dakota
$238K +$44.9K +301 +23%
VCM
1689
Virtue Capital Management
Tennessee
$237K – – –
LNWTC
1690
Laird Norton Wetherby Trust Company
Washington
$236K – – –
EWM
1691
EPG Wealth Management
Georgia
$235K +$298 +2 +0.1%
BFC
1692
Blue Fin Capital
Rhode Island
$235K -$15.1K -101 -6%
AAG
1693
Armstrong Advisory Group
Massachusetts
$234K – – –
RIM
1694
Rockbridge Investment Management
New York
$234K – – –
MM
1695
MQS Management
New York
$233K +$233K +1,562 New
HWM
1696
Hemington Wealth Management
Virginia
$233K -$9.55K -64 -4%
BFG
1697
Bouchey Financial Group
New York
$232K – – –
OSNBOA
1698
Old Second National Bank of Aurora
Illinois
$232K – – –
JWA
1699
JFS Wealth Advisors
Pennsylvania
$232K +$38.6K +259 +20%
KBC
1700
Key Bridge Compliance
$231K +$231K +1,551 New
66 67
68
69 70