AXP icon

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 %
KLCM
1851
KG&L Capital Management
Louisiana
$237K -$150K -799 -39%
PFA
1852
Pure Financial Advisors
California
$235K -$29.4K -157 -11%
CAC
1853
Certified Advisory Corp
Florida
$235K +$235K +1,253 New
PCWA
1854
Pacific Capital Wealth Advisors
California
$235K +$235K +1,253 New
SHGA
1855
Sand Hill Global Advisors
California
$235K +$235K +1,252 New
EGA
1856
E&G Advisors
Texas
$234K -$28.1K -150 -11%
BIM
1857
Bridges Investment Management
Nebraska
$234K +$234K +1,250 New
NPA
1858
Nichols & Pratt Advisers
Massachusetts
$234K +$234K +1,250 New
TLA
1859
Tanglewood Legacy Advisors
Texas
$234K – – –
CSB
1860
City State Bank
Iowa
$233K -$18.7K -100 -7%
GM
1861
GeoWealth Management
Illinois
$233K +$197K +1,050 +547%
AIA
1862
Angeles Investment Advisors
California
$233K +$233K +1,242 New
BSAM
1863
Blue Square Asset Management
New York
$232K +$232K +1,240 New
BWM
1864
Buckley Wealth Management
Nevada
$232K +$232K +1,237 New
NSAM
1865
North Star Asset Management
Wisconsin
$232K +$232K +1,236 New
WC
1866
Waterloo Capital
Texas
$231K +$231K +1,232 New
EWA
1867
Encompass Wealth Advisors
Oregon
$230K +$230K +1,230 New
FFA
1868
Fragasso Financial Advisors
Pennsylvania
$229K +$229K +1,224 New
HWA
1869
Heartwood Wealth Advisors
Virginia
$229K +$229K +1,221 New
WMP
1870
Wealth Management Partners
Arizona
$228K +$228K +1,219 New
RWP
1871
Revolve Wealth Partners
New Jersey
$228K +$228K +1,219 New
AWM
1872
Angeles Wealth Management
California
$228K +$228K +1,219 New
KA
1873
Kure Advisory
Minnesota
$228K +$228K +1,217 New
FCM
1874
Firestone Capital Management
Florida
$228K +$228K +1,215 New
APG
1875
Abacus Planning Group
South Carolina
$227K +$227K +1,214 New
73 74
75
76 77