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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
+$302M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$197M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$172M
5
Jennison Associates
Jennison Associates
New York
+$145M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$563M
2
EWA
EP Wealth Advisors
California
-$427M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$225M
4
SC
Samlyn Capital
New York
-$153M
5
Millennium Management
Millennium Management
New York
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFF
1826
The Family Firm
Maryland
$203K +$203K +1,167 New
KWA
1827
KCS Wealth Advisory
California
$203K +$203K +1,167 New
SMWM
1828
Silvia McColl Wealth Management
California
$203K +$203K +1,165 New
DCM
1829
Deuterium Capital Management
Florida
$202K +$202K +1,162 New
DDC
1830
DF Dent & Co
Maryland
$202K +$202K +1,161 New
ACP
1831
Aveo Capital Partners
Colorado
$202K +$202K +1,160 New
SFG
1832
SevenBridge Financial Group
Pennsylvania
$202K +$202K +1,160 New
CC
1833
Centiva Capital
New York
$202K -$4.88M -28,009 -96%
BFG
1834
Berger Financial Group
Minnesota
$200K +$200K +1,151 New
CF
1835
Corrigan Financial
Rhode Island
$200K +$200K +1,150 New
CF
1836
Centaurus Financial
California
$200K -$1.05M -6,038 -84%
WRM
1837
Weybosset Research & Management
Rhode Island
$200K -$60.9K -350 -23%
GFPC
1838
Global Financial Private Client
Florida
$199K – – –
VNA
1839
Valley National Advisers
Pennsylvania
$198K +$2.8K +16 +1%
CAL
1840
Capital Advisors Ltd
Ohio
$186K +$110K +632 +145%
SSG
1841
Summit Securities Group
New York
$186K +$186K +1,066 New
IBOK
1842
Independence Bank of Kentucky
Kentucky
$186K +$4.36K +25 +2%
NFSG
1843
Newbridge Financial Services Group
Florida
$185K +$174 +1 +0.1%
PIAS
1844
PCA Investment Advisory Services
Ohio
$184K +$184K +1,056 New
PPWM
1845
PFG Private Wealth Management
Florida
$182K +$29.6K +170 +19%
MHR
1846
Matthew Hamilton Rosenberg
$175K -$48.3K -277 -22%
MAWCM
1847
Mine & Arao Wealth Creation & Management
California
$174K -$523 -3 -0.3%
CAM
1848
Close Asset Management
United Kingdom
$174K – – –
DMBA
1849
Deseret Mutual Benefit Administrators
Utah
$172K – – –
OCM
1850
Osterweis Capital Management
California
$171K – – –
72 73
74
75 76