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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
$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 %
LPT
1751
Legacy Private Trust
Wisconsin
$238K – – –
VCM
1752
Virtue Capital Management
Tennessee
$237K +$3.69K +21 +2%
JWBC
1753
J.W. Burns & Co
New York
$236K – – –
FC
1754
Fulcrum Capital
Washington
$235K -$61K -350 -21%
BOPW
1755
Brandywine Oak Private Wealth
Pennsylvania
$234K -$40.9K -235 -15%
CSB
1756
City State Bank
Iowa
$234K -$348 -2 -0.1%
HBT
1757
Heartland Bank & Trust
Illinois
$232K – – –
SFG
1758
Sovereign Financial Group
Connecticut
$232K +$232K +1,329 New
AFG
1759
Atomi Financial Group
New York
$232K +$232K +1,329 New
MMA
1760
Miracle Mile Advisors
California
$231K +$231K +1,329 New
KFA
1761
Kapstone Financial Advisors
Ohio
$231K – – –
CIP
1762
Convergence Investment Partners
Florida
$230K -$10.3K -59 -4%
CIG
1763
Cascade Investment Group
Colorado
$230K – – –
HWA
1764
HHM Wealth Advisors
Tennessee
$229K – – –
HI
1765
Hudock Inc
Pennsylvania
$229K – – –
SAM
1766
Summit Asset Management
Tennessee
$229K – – –
MMHP
1767
Murphy Middleton Hinkle & Parker
Georgia
$228K – – –
VFA
1768
Voya Financial Advisors
Connecticut
$227K +$4.47K +26 +2%
AFT
1769
Alpha Family Trust
California
$227K – – –
ABLA
1770
Alan B. Lancz & Associates
Ohio
$226K – – –
LW
1771
Libra Wealth
California
$226K – – –
TIM
1772
Tortoise Investment Management
New York
$226K – – –
PCA
1773
Prosperity Capital Advisors
Ohio
$226K -$9.93K -57 -4%
SS
1774
Sunbelt Securities
Texas
$226K +$18.8K +108 +9%
JWA
1775
JFS Wealth Advisors
Pennsylvania
$225K -$3.31K -19 -1%
69 70
71
72 73