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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 %
CWA
1951
Clearview Wealth Advisors
Oregon
$43.3K +$1.92K +11 +5%
ACA
1952
Atlas Capital Advisors
Wyoming
$40.8K – – –
GEA
1953
Glen Eagle Advisors
New Jersey
$40.1K +$3.31K +19 +9%
FP
1954
Financial Perspectives
Minnesota
$39.9K – – –
GA
1955
GoalVest Advisory
New York
$39.2K – – –
CHA
1956
Carmichael Hill & Associates
Maryland
$38.7K – – –
JGIA
1957
Jackson Grant Investment Advisers
Connecticut
$35.4K – – –
IPW
1958
Impact Partnership Wealth
Georgia
$35K +$35K +201 New
HI
1959
Hoey Investments
Pennsylvania
$34.8K – – –
CCC
1960
Chelsea Counsel Company
California
$34.8K – – –
CPA
1961
Cowen Prime Advisors
New York
$34.8K – – –
CCA
1962
Column Capital Advisors
Indiana
$34.5K -$3.31K -19 -9%
GKIM
1963
GW&K Investment Management
Massachusetts
$34K +$33.8K +196 +19,600%
SA
1964
SRH Advisors
Kansas
$33K – – –
DAC
1965
Dividend Assets Capital
South Carolina
$32K -$56.6K -329 -64%
TWP
1966
TFO Wealth Partners
Ohio
$31.9K +$31K +178 +3,560%
CMA
1967
Cedar Mountain Advisors
Oregon
$31.2K – – –
AFS
1968
Annapolis Financial Services
Maryland
$29.4K – – –
SFG
1969
Steward Financial Group
Texas
$29K -$6.78K -40 -19%
PA
1970
PSI Advisors
Florida
$27.9K – – –
RA
1971
Rise Advisors
New York
$27.8K -$1.39K -8 -5%
2L
1972
25 LLC
Missouri
$27.7K – – –
GM
1973
GeoWealth Management
Illinois
$27K -$355 -2 -1%
TSWM
1974
Tyler-Stone Wealth Management
Ohio
$27K +$27K +155 New
PCTC
1975
Perkins Coie Trust Company
Washington
$26.1K – – –
77 78
79
80 81