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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 %
FBC
1751
Fairfield, Bush & Co
Connecticut
$213K -$1.76M -11,800 -89%
SSWM
1752
Strait & Sound Wealth Management
California
$213K +$6.71K +45 +3%
CAAS
1753
Capital Asset Advisory Services
Michigan
$212K -$12.6K -83 -6%
CW
1754
CIC Wealth
Maryland
$212K -$6.71K -45 -3%
SFG
1755
Sovereign Financial Group
Connecticut
$212K +$13.3K +89 +7%
VLC
1756
Van Leeuwen & Company
New Jersey
$211K +$211K +1,415 New
CPC
1757
Consolidated Planning Corp
Georgia
$211K – – –
PFA
1758
Pure Financial Advisors
California
$211K +$211K +1,412 New
DC
1759
Diametric Capital
Massachusetts
$211K +$211K +1,412 New
SOW
1760
State of Wyoming
Wyoming
$209K +$209K +1,403 New
IFA
1761
Index Fund Advisors
California
$209K +$209K +1,402 New
CWM
1762
Centric Wealth Management
Illinois
$209K – – –
PA
1763
Probity Advisors
Texas
$209K -$895 -6 -0.4%
EGA
1764
E&G Advisors
Texas
$209K – – –
GCMG
1765
Gyroscope Capital Management Group
Florida
$209K +$29.8K +200 +17%
BCM
1766
BTC Capital Management
Iowa
$205K – – –
KC
1767
Kenfarb & Co
Kentucky
$205K -$55.9K -375 -21%
AMG
1768
Advisors Management Group
Wisconsin
$204K -$1.49K -10 -0.7%
AWM
1769
Austin Wealth Management
Texas
$204K +$204K +1,240 New
LPT
1770
Legacy Private Trust
Wisconsin
$204K – – –
CWM
1771
Connecticut Wealth Management
Connecticut
$203K -$8.95K -60 -4%
KFA
1772
Kapstone Financial Advisors
Ohio
$203K – – –
KOCAA
1773
Knights of Columbus Asset Advisors
Connecticut
$202K -$3.83M -25,668 -95%
SC
1774
SouthState Corp
Florida
$202K -$1.74M -11,689 -90%
HFRG
1775
Houlihan Financial Resource Group
Virginia
$202K +$202K +1,357 New
69 70
71
72 73