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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 %
SIA
1676
Soltis Investment Advisors
Utah
$323K +$12.6K +67 +4%
RP
1677
Riverwater Partners
Wisconsin
$322K -$13.5K -72 -4%
W
1678
Wealthquest
Ohio
$322K -$5.06K -27 -2%
TTWM
1679
TCV Trust & Wealth Management
Virginia
$321K -$5.62K -30 -2%
LI
1680
Lafayette Investments
Maryland
$321K – – –
LCM
1681
Landscape Capital Management
New Jersey
$319K +$319K +1,705 New
ZCI
1682
Zevenbergen Capital Investments
Washington
$318K – – –
CT
1683
Clearstead Trust
Maine
$317K – – –
ISWM
1684
Independent Solutions Wealth Management
New York
$317K +$40.5K +216 +15%
NAG
1685
Northstar Advisory Group
New Jersey
$316K +$63.9K +341 +25%
PCIG
1686
Partners Capital Investment Group
Massachusetts
$315K +$315K +1,679 New
APA
1687
Astoria Portfolio Advisors
New York
$315K -$192K -931 -38%
FWM
1688
Forza Wealth Management
Florida
$314K -$37.5K -200 -11%
CCWM
1689
Cassaday & Co Wealth Management
Virginia
$314K -$55.1K -294 -15%
CPRC
1690
Consolidated Portfolio Review Corp
New York
$314K -$7.49K -40 -2%
GWA
1691
Gratus Wealth Advisors
Virginia
$314K +$314K +1,675 New
VIP
1692
Vista Investment Partners
Oklahoma
$312K +$312K +1,664 New
FA
1693
Fagan Associates
New York
$311K – – –
SAM
1694
Strategy Asset Managers
California
$311K -$18.7K -100 -6%
HR
1695
Howe & Rusling
New York
$310K +$1.69K +9 +0.5%
SCM
1696
SKBA Capital Management
California
$309K – – –
LWM
1697
Laidlaw Wealth Management
New York
$309K -$19.7K -105 -6%
EWM
1698
EPG Wealth Management
Georgia
$309K -$22K -105 -7%
SGK
1699
Steigerwald Gordon & Koch
Virginia
$309K +$4.12K +22 +1%
D
1700
Diversified
Delaware
$308K +$308K +1,647 New
66 67
68
69 70