AXP icon

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
$3.15B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.03B
4
AllianceBernstein
AllianceBernstein
Tennessee
$517M
5
Jennison Associates
Jennison Associates
New York
$369M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$43.1M
2
EWA
EP Wealth Advisors
California
$3.41M
3
Fisher Asset Management
Fisher Asset Management
Washington
$2.01B
4
SC
Samlyn Capital
New York
$35.5M
5
Millennium Management
Millennium Management
New York
$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
1701
Perennial Investment Advisors
California
$263K -$1.91K -11 -0.7%
NB
1702
Northwest Bancshares
Pennsylvania
$263K – – –
UBV
1703
United Bank (Virginia)
Virginia
$262K – – –
CW
1704
Channel Wealth
California
$262K -$5.23K -30 -2%
HA
1705
HFG Advisors
Ohio
$262K +$262K +1,502 New
WA1
1706
Wimmer Associates 1
California
$261K – – –
RIM
1707
Reliant Investment Management
Tennessee
$261K – – –
PAS
1708
Professional Advisory Services
Florida
$261K – – –
MA
1709
MONECO Advisors
Connecticut
$261K -$8.19K -47 -3%
TCA
1710
Transcend Capital Advisors
New Jersey
$261K -$239K -1,373 -48%
DAM
1711
Delta Asset Management
Tennessee
$259K – – –
CAAS
1712
Capital Asset Advisory Services
Michigan
$257K +$17.9K +103 +7%
GDP
1713
Great Diamond Partners
Maine
$257K -$1.74K -10 -0.7%
FC
1714
Forte Capital
New York
$257K -$37.5K -215 -13%
MLL
1715
Moody Lynn & Lieberson
Massachusetts
$256K -$11.8K -68 -4%
ZB
1716
Zions Bancorporation
Utah
$256K +$136K +783 +114%
MAG
1717
Mayfair Advisory Group
Alabama
$256K +$4.08K +24 +2%
SWA
1718
Stratos Wealth Advisors
Ohio
$256K +$16.7K +96 +7%
CW
1719
CIC Wealth
Maryland
$255K – – –
M
1720
MOTCO
Texas
$255K +$2.96K +17 +1%
WCA
1721
Westover Capital Advisors
Delaware
$254K – – –
AWA
1722
Amplius Wealth Advisors
Pennsylvania
$254K -$5.05K -29 -2%
SAA
1723
Southeast Asset Advisors
Georgia
$254K +$523 +3 +0.2%
CS
1724
Capital Square
Tennessee
$254K +$254K +1,456 New
JFA
1725
JNBA Financial Advisors
Minnesota
$253K -$1.74K -10 -0.7%
67 68
69
70 71