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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 %
AF
2001
Advisornet Financial
Minnesota
$100K +$13.3K +71 +15%
B
2002
Birchbrook
Maine
$100K +$100K +534 New
SGC
2003
Slocum, Gordon & Co
Rhode Island
$99.9K – – –
BHWM
2004
Beaird Harris Wealth Management
Texas
$98.1K +$4.49K +24 +5%
MWA
2005
Moser Wealth Advisors
Washington
$97.4K +$97.4K +520 New
AA
2006
AlphaMark Advisors
Kentucky
$97K – – –
WPA
2007
West Paces Advisors
Georgia
$95.9K +$2.81K +15 +3%
FG
2008
Fairman Group
Pennsylvania
$95.5K +$95.5K +510 New
CWA
2009
Core Wealth Advisors
Florida
$93.1K -$8.24K -44 -8%
BWL
2010
Bogart Wealth LLC
Virginia
$90.6K +$2.25K +12 +3%
JAM
2011
JCIC Asset Management
Ontario, Canada
$88.1K – – –
AGWCA
2012
Annis Gardner Whiting Capital Advisors
Florida
$87.9K +$562 +3 +0.6%
CSWM
2013
Cassady Schiller Wealth Management
Ohio
$84.5K – – –
PCFFS
2014
Pacific Center for Financial Services
California
$84.3K – – –
CWP
2015
Concord Wealth Partners
Virginia
$82.6K -$40.7K -217 -33%
FFL
2016
Financial Freedom LLC
Ohio
$82.4K – – –
PP
2017
PrairieView Partners
Minnesota
$82K -$14.2K -76 -15%
AA
2018
Addison Advisors
Vermont
$80.6K +$32.6K +174 +68%
BHWM
2019
Bay Harbor Wealth Management
Maryland
$78.9K – – –
GG
2020
Gleason Group
Kentucky
$76K +$188 +1 +0.2%
FFO
2021
Fortitude Family Office
Arizona
$75.3K +$75.3K +402 New
FMB
2022
Field & Main Bank
Kentucky
$74.9K – – –
LCM
2023
Logan Capital Management
Pennsylvania
$74.9K – – –
TCWA
2024
Turtle Creek Wealth Advisors
Texas
$73.6K +$73.6K +393 New
CFD
2025
Creative Financial Designs
Indiana
$71.6K -$6.56K -35 -8%
79 80
81
82 83