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 %
PAI
1801
Pittenger & Anderson Inc
Nebraska
$218K – – –
TLA
1802
Tanglewood Legacy Advisors
Texas
$217K -$26.1K -150 -11%
BSAM
1803
Blue Square Asset Management
New York
$216K – – –
NSAM
1804
North Star Asset Management
Wisconsin
$215K – – –
EWA
1805
Encompass Wealth Advisors
Oregon
$214K – – –
CFO
1806
CVA Family Office
Colorado
$214K -$10.5K -60 -5%
FCM
1807
Firestone Capital Management
Florida
$213K – – –
MAM
1808
Magellan Asset Management
Australia
$213K +$6.97K +40 +3%
WMP
1809
Wealth Management Partners
Arizona
$212K -$17.4K -100 -8%
APG
1810
Abacus Planning Group
South Carolina
$211K – – –
TC
1811
Truvestments Capital
Florida
$211K +$43.7K +251 +26%
CA
1812
Claro Advisors
Massachusetts
$211K +$211K +1,212 New
PMFA
1813
Plante Moran Financial Advisors
Michigan
$210K +$87.1K +500 +71%
JDR
1814
Jay D. Rosenbaum
$210K +$210K +1,204 New
PCM
1815
Parsons Capital Management
Rhode Island
$209K +$209K +1,202 New
GCMG
1816
Gyroscope Capital Management Group
Florida
$209K +$209K +1,200 New
OFG
1817
Omega Financial Group
California
$209K +$209K +1,200 New
Fiera Capital (Canada)
1818
Fiera Capital (Canada)
Quebec, Canada
$209K +$209K +1,200 New
SMC
1819
Smith, Moore & Co
Missouri
$209K -$109K -623 -34%
CT
1820
Clearstead Trust
Maine
$208K – – –
GJIA
1821
Glass Jacobson Investment Advisors
Maryland
$208K +$208K +1,192 New
CCP
1822
Carmel Capital Partners
California
$206K – – –
MIM
1823
Montgomery Investment Management
Maryland
$205K +$205K +1,175 New
ODIJL
1824
One Day In July LLC
Vermont
$205K +$205K +1,174 New
SCM
1825
Sebold Capital Management
Illinois
$204K +$204K +1,172 New
71 72
73
74 75