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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
1
Swiss National Bank
Switzerland
$398M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.15B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.03B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$517M
5
Jennison Associates
5
Jennison Associates
New York
$369M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$43.1M
2
EWA
2
EP Wealth Advisors
California
$3.41M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$2.01B
4
SC
4
Samlyn Capital
New York
$35.5M
5
Millennium Management
5
Millennium Management
New York
$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
1901
Register Financial Advisors
Georgia
$90.1K +$26.8K +154 +42%
IGWM
1902
ICA Group Wealth Management
Colorado
$90.1K +$27K +155 +43%
PP
1903
PrairieView Partners
Minnesota
$89K – – –
GFL
1904
Granite FO LLC
New Hampshire
$88.5K +$52.3K +300 +144%
NMG
1905
New Millennium Group
Utah
$88.1K – – –
WPA
1906
West Paces Advisors
Georgia
$86.6K -$7.84K -45 -8%
BHWM
1907
Beaird Harris Wealth Management
Texas
$83.7K +$174 +1 +0.2%
AA
1908
AlphaMark Advisors
Kentucky
$82K – – –
BWL
1909
Bogart Wealth LLC
Virginia
$81.9K +$2.62K +15 +3%
JAM
1910
JCIC Asset Management
Ontario, Canada
$81.9K – – –
CSWM
1911
Cassady Schiller Wealth Management
Ohio
$78.6K – – –
RTC
1912
Riverview Trust Company
Washington
$78.4K – – –
PCFFS
1913
Pacific Center for Financial Services
California
$78.4K – – –
HS
1914
Horan Securities
United States
$76.7K -$2.96K -17 -4%
FFL
1915
Financial Freedom LLC
Ohio
$76.6K – – –
HIM
1916
Hillsdale Investment Management
Ontario, Canada
$74.6K -$38.3K -220 -34%
BHWM
1917
Bay Harbor Wealth Management
Maryland
$72.3K -$5.23K -30 -7%
JFGIW
1918
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.6K +$6.97K +40 +11%
GG
1919
Gleason Group
Kentucky
$70.1K +$174 +1 +0.2%
BCFD
1920
Boit C.F. David
$69.7K – – –
FMB
1921
Field & Main Bank
Kentucky
$69.7K – – –
SWA
1922
Sutton Wealth Advisors
Florida
$68.5K -$2.79K -16 -4%
POIA
1923
Pin Oak Investment Advisors
Texas
$68K – – –
CFD
1924
Creative Financial Designs
Indiana
$66.6K – – –
CP
1925
Castleview Partners
Texas
$66.5K – – –
75 76
77
78 79