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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 %
IWMWV
1926
Ironwood Wealth Management (West Virginia)
West Virginia
$64.4K – – –
TC
1927
Tacita Capital
Ontario, Canada
$63K – – –
NIC
1928
Northwest Investment Counselors
Oregon
$62.9K – – –
LF
1929
Lee Financial
Texas
$62.4K – – –
RAM
1930
Riggs Asset Management
Pennsylvania
$61.1K +$174 +1 +0.3%
HCM
1931
Highlander Capital Management
New Jersey
$61K – – –
SIS
1932
Sound Income Strategies
Florida
$60.4K – – –
PB
1933
Pinnacle Bancorp
Nebraska
$59.2K -$5.23K -30 -8%
RDFA
1934
Ritter Daniher Financial Advisory
Ohio
$56.6K – – –
BIA
1935
Bell Investment Advisors
California
$55.2K +$1.39K +8 +3%
TFP
1936
Tilia Fiduciary Partners
North Carolina
$52.3K – – –
WOSD
1937
WFA of San Diego
California
$52.1K +$52.1K +299 New
QPBE
1938
Quintet Private Bank (Europe)
Luxembourg
$52.1K +$52.1K +297 New
C
1939
Covestor
United Kingdom
$52K -$22.5K -128 -30%
EARNEST Partners
1940
EARNEST Partners
Georgia
$51K – – –
VC
1941
Vestor Capital
Illinois
$51K – – –
BSC
1942
Brown Shipley & Co
United Kingdom
$49K +$49K +281 New
HC
1943
Hoese & Co
Minnesota
$48.8K – – –
CMP
1944
Coston McIsaac & Partners
Maine
$48K – – –
DF
1945
DecisionPoint Financial
Arizona
$47.9K – – –
GWSA
1946
Global Wealth Strategies & Associates
Colorado
$47.4K – – –
AWM
1947
AllSquare Wealth Management
New York
$47.2K – – –
AA
1948
Addison Advisors
Vermont
$46.9K +$5.23K +30 +13%
SC
1949
Stephens Consulting
Michigan
$44.9K – – –
IFAM
1950
Institutional & Family Asset Management
Colorado
$43.8K – – –
76 77
78
79 80