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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 %
FCM
1801
Family Capital Management
Michigan
$259K -$85.1K -454 -25%
SFG
1802
Sovereign Financial Group
Connecticut
$259K -$6.93K -37 -3%
TWP
1803
Tyche Wealth Partners
Texas
$258K +$258K +1,379 New
SSWM
1804
Strait & Sound Wealth Management
California
$258K – – –
CAI
1805
Capital Advisors Inc
Oklahoma
$257K +$257K +1,372 New
OFG
1806
Oxford Financial Group
Indiana
$257K +$257K +1,372 New
BWM
1807
Birchcreek Wealth Management
Ohio
$256K +$256K +1,368 New
CCIA
1808
Campbell & Co Investment Adviser
Maryland
$256K +$256K +1,367 New
AMG
1809
Advisors Management Group
Wisconsin
$256K – – –
ZF
1810
Zega Financial
Florida
$256K +$256K +1,366 New
PCM
1811
Prelude Capital Management
New York
$256K -$62.4K -333 -20%
SOW
1812
State of Wyoming
Wyoming
$256K -$7.12K -38 -3%
LPT
1813
Legacy Private Trust
Wisconsin
$256K – – –
AG
1814
AlTi Global
New York
$255K +$255K +1,360 New
KA
1815
KLCM Advisors
Wisconsin
$254K +$254K +1,358 New
AA
1816
Ancora Advisors
Ohio
$254K -$30.3K -162 -11%
CA
1817
Claro Advisors
Massachusetts
$254K +$254K +1,356 New
HFRG
1818
Houlihan Financial Resource Group
Virginia
$254K – – –
CCA
1819
Cottonwood Capital Advisors
Utah
$254K +$254K +1,355 New
JWBC
1820
J.W. Burns & Co
New York
$253K – – –
ACI
1821
Alpha Cubed Investments
California
$253K -$61.1K -326 -19%
TCMP
1822
Thrive Capital Management (Pennsylvania)
Pennsylvania
$252K +$252K +1,345 New
PMFA
1823
Plante Moran Financial Advisors
Michigan
$252K +$18.2K +97 +8%
GGI
1824
Godsey & Gibb Inc
Virginia
$250K – – –
FAIM
1825
Financial Advocates Investment Management
Washington
$249K -$127K -680 -34%
71 72
73
74 75