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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 %
KLI
1726
Kelman-Lazarov Inc
Tennessee
$296K -$2.62K -14 -0.9%
GAMC
1727
Garner Asset Management Corp
Texas
$296K -$3.96K -19 -1%
LWM
1728
Liberty Wealth Management
California
$295K -$55.9K -298 -16%
AAG
1729
Armstrong Advisory Group
Massachusetts
$294K – – –
OFS
1730
OneAscent Financial Services
Alabama
$294K -$338K -1,807 -54%
RIM
1731
Rockbridge Investment Management
New York
$294K – – –
LFS
1732
Legacy Financial Strategies
Kansas
$294K – – –
FBFS
1733
First Business Financial Services
Wisconsin
$293K -$27.2K -145 -8%
HWM
1734
Hemington Wealth Management
Virginia
$293K – – –
FM
1735
Foster & Motley
Ohio
$293K +$293K +1,564 New
JWA
1736
JFS Wealth Advisors
Pennsylvania
$292K +$749 +4 +0.3%
PPP
1737
Private Portfolio Partners
New Jersey
$291K +$375 +2 +0.1%
MAWA
1738
Moss Adams Wealth Advisors
Washington
$290K +$290K +1,550 New
SDAM
1739
Shulman DeMeo Asset Management
New York
$289K +$17.6K +94 +6%
GA
1740
Gateway Advisory
New Jersey
$289K +$289K +1,541 New
CWM
1741
Centric Wealth Management
Illinois
$289K – – –
AC
1742
ASB Consultores
Florida
$289K -$116K -619 -29%
DTC
1743
Davidson Trust Company
Washington
$288K +$7.49K +40 +3%
RRA
1744
Round Rock Advisors
Connecticut
$287K +$287K +1,534 New
ICP
1745
Interchange Capital Partners
Pennsylvania
$287K -$2.07K -11 -0.7%
OL
1746
OneFund LLC
Florida
$286K +$286K +1,524 New
TWM
1747
Thrive Wealth Management
Pennsylvania
$285K +$187 +1 +0.1%
ECA
1748
Elevated Capital Advisors
Utah
$285K – – –
MA
1749
MONECO Advisors
Connecticut
$285K -$4.31K -23 -1%
CWM
1750
Connecticut Wealth Management
Connecticut
$284K +$29.6K +158 +12%
68 69
70
71 72