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American Express
AXP

Overview Fund Activity

2,030 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, 767 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,030
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
32.02%
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
767
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 %
ACM
2001
Antonetti Capital Management
Florida
$8.71K – – –
RG
2002
Retirement Group
California
$8.71K – – –
DI
2003
Disciplined Investments
Oklahoma
$8.36K +$1.22K +7 +17%
HCM
2004
Horrell Capital Management
Arkansas
$8K – – –
SWM
2005
Sugarloaf Wealth Management
Georgia
$7.32K -$16.5K -95 -69%
SHIM
2006
Stone House Investment Management
Pennsylvania
$7.3K – – –
HWM
2007
HighMark Wealth Management
Minnesota
$7.29K -$1.91K -11 -21%
MFG
2008
Mendota Financial Group
Wisconsin
$6.97K -$12.5K -72 -64%
GCM
2009
Gables Capital Management
Florida
$6.97K – – –
CWC
2010
Carolinas Wealth Consulting
North Carolina
$6.27K – – –
WIM
2011
WealthPlan Investment Management
Nebraska
$6.1K – – –
NSG
2012
Nalls Sherbakoff Group
Tennessee
$6.03K – – –
HFM
2013
Harvest Fund Management
China
$6K -$138K -825 -96%
RTL
2014
Red Tortoise LLC
Georgia
$5.57K – – –
BWS
2015
Buck Wealth Strategies
Colorado
$5.23K – – –
AWM
2016
Activest Wealth Management
Florida
$5.1K – – –
FSWA
2017
Financial Synergies Wealth Advisors
Texas
$4.97K – – –
TWD
2018
True Wealth Design
Ohio
$4.44K -$2.84K -16 -39%
PS
2019
PayPay Securities
Japan
$4.18K -$523 -3 -11%
OAJ
2020
Ogorek Anthony Joseph
New York
$4K – – –
BG
2021
Bollard Group
Massachusetts
$4K +$4K +25 New
LWA
2022
Lowe Wealth Advisors
Maryland
$3.48K – – –
NC
2023
NewSquare Capital
Pennsylvania
$3.31K – – –
AP
2024
Atwood & Palmer
Missouri
$3.14K +$3.14K +18 New
CWA
2025
Carolina Wealth Advisors
South Carolina
$2.79K – – –
79 80
81
82 83