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 %
RP
1926
Reinhart Partners
Wisconsin
$206K +$206K +1,100 New
GWM
1927
Greenwich Wealth Management
Connecticut
$206K +$206K +1,101 New
PA
1928
Probity Advisors
Texas
$204K -$57.9K -309 -22%
CFO
1929
CVA Family Office
Colorado
$204K +$204K +1,091 New
AWAU
1930
Alliance Wealth Advisors (Utah)
Utah
$204K +$204K +1,090 New
CCM
1931
Crew Capital Management
Ohio
$204K +$204K +1,090 New
BWA
1932
Beam Wealth Advisors
Louisiana
$204K +$204K +1,089 New
IC
1933
Inscription Capital
Texas
$204K +$204K +1,089 New
PCMC
1934
Paragon Capital Management (Colorado)
Colorado
$204K +$204K +1,087 New
VIM
1935
Vista Investment Management
Pennsylvania
$203K +$203K +1,086 New
CGFA
1936
Colton Groome Financial Advisors
North Carolina
$203K +$203K +1,086 New
GJIA
1937
Glass Jacobson Investment Advisors
Maryland
$203K -$20K -107 -9%
SI
1938
Seeds Investor
New York
$203K +$203K +1,085 New
TA
1939
TrueWealth Advisors
Alabama
$202K +$202K +1,078 New
BA
1940
Bristlecone Advisors
Washington
$202K +$202K +1,076 New
QFA
1941
Quantum Financial Advisors
California
$201K +$201K +1,073 New
GCM
1942
Gallacher Capital Management
Colorado
$200K +$200K +1,068 New
OWM
1943
OneAscent Wealth Management
Alabama
$200K +$200K +1,065 New
IBOK
1944
Independence Bank of Kentucky
Kentucky
$200K – – –
HIIFS
1945
Harel Insurance Investments & Financial Services
Israel
$198K – – –
A
1946
AJOVista
Massachusetts
$196K +$196K +1,048 New
CAL
1947
Capital Advisors Ltd
Ohio
$195K -$5.44K -29 -3%
CAM
1948
Close Asset Management
United Kingdom
$188K – – –
EAM
1949
EdenTree Asset Management
United Kingdom
$187K – – –
MAWCM
1950
Mine & Arao Wealth Creation & Management
California
$187K – – –
76 77
78
79 80