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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 %
FNC
1876
First National Corp
Massachusetts
$227K +$227K +1,213 New
KFI
1877
Key Financial Inc
Pennsylvania
$227K – – –
CF
1878
Centaurus Financial
California
$227K +$19.1K +102 +9%
CCP
1879
Carmel Capital Partners
California
$225K -$54.9K -293 -20%
SPA
1880
Sherbrooke Park Advisers
New York
$225K -$1.15M -6,148 -84%
OFG
1881
Omega Financial Group
California
$225K +$225K +1,200 New
RPWA
1882
Regent Peak Wealth Advisors
Georgia
$225K +$225K +1,199 New
GFP
1883
Gryphon Financial Partners
Ohio
$224K +$224K +1,219 New
FA
1884
Fountainhead AM
New Jersey
$224K +$224K +1,196 New
BFG
1885
Berger Financial Group
Minnesota
$224K +$224K +1,195 New
SFG
1886
SevenBridge Financial Group
Pennsylvania
$224K +$224K +1,195 New
ODIJL
1887
One Day In July LLC
Vermont
$223K +$223K +1,193 New
OC
1888
Oarsman Capital
Wisconsin
$220K +$220K +1,176 New
TFF
1889
The Family Firm
Maryland
$220K +$220K +1,176 New
AFP
1890
Ausdal Financial Partners
Iowa
$220K +$220K +1,175 New
MIM
1891
Montgomery Investment Management
Maryland
$220K +$220K +1,175 New
TIM
1892
Tortoise Investment Management
New York
$220K -$23.4K -125 -10%
WCM
1893
Wedge Capital Management
North Carolina
$220K +$220K +1,172 New
SWA
1894
Sax Wealth Advisors
New Jersey
$219K +$219K +1,171 New
1WM
1895
1900 Wealth Management
Texas
$218K +$218K +1,166 New
SMWM
1896
Silvia McColl Wealth Management
California
$218K +$218K +1,165 New
DDC
1897
DF Dent & Co
Maryland
$217K +$217K +1,157 New
TNA
1898
True North Advisors
Texas
$216K -$1.37M -7,329 -86%
FCA
1899
FLC Capital Advisors
California
$216K +$216K +1,155 New
SOS
1900
Silver Oak Securities
Tennessee
$215K +$215K +1,150 New
74 75
76
77 78