AXP icon

American Express
AXP

Overview Fund Activity

1,997 hedge funds and large institutions have $93.1B invested in American Express in 2022 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 687 increasing their positions, 733 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,997
Holders Change
+89
Holders Change %
+4.66%
% of All Funds
32.22%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.68%
New
220
Increased
687
Reduced
733
Closed
96
Calls
$1.46B
Puts
$1.62B
Net Calls
-$160M
Net Calls Change
-$143M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$290M
2
BlackRock
2
BlackRock
New York
$6.72B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$401M
4
Harris Associates
4
Harris Associates
Illinois
$244M
5
Holocene Advisors
5
Holocene Advisors
New York
$133M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$618M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.22B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$213M
4
Dodge & Cox
4
Dodge & Cox
California
$631M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$47.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
2026
IPG Investment Advisors
California
– -$754K -5,587 Closed
NWM
2027
Northcape Wealth Management
New York
– -$669K -4,959 Closed
DF
2028
Donoghue Forlines
Massachusetts
– -$609K -4,512 Closed
MS
2029
Maven Securities
Jersey
– -$554K -4,106 Closed
WC
2030
Wexford Capital
Florida
– -$445K -3,300 Closed
OQS
2031
Occudo Quantitative Strategies
Florida
– -$435K -3,225 Closed
FPAS
2032
Focus Partners Advisor Solutions
Missouri
– -$420K -3,113 Closed
TCM
2033
Triumph Capital Management
Colorado
– -$419K -3,104 Closed
Tudor Investment Corp
2034
Tudor Investment Corp
Connecticut
– -$411K -3,046 Closed
SWM
2035
Scissortail Wealth Management
Oklahoma
– -$431K -3,000 Closed
SKK
2036
Shepherd Kaplan Krochuk
Massachusetts
– -$405K -3,000 Closed
Members Trust
2037
Members Trust
Florida
– -$401K -2,969 Closed
IP
2038
Investment Partners
Ohio
– -$393K -2,913 Closed
CCMD
2039
Cypress Capital Management (Delaware)
Delaware
– -$378K -2,800 Closed
SLA
2040
Silver Lake Advisory
Utah
– -$350K -2,597 Closed
NICM
2041
Neo Ivy Capital Management
New York
– -$331K -2,454 Closed
PC
2042
Port Capital
Illinois
– -$329K -2,437 Closed
MWM
2043
Merriman Wealth Management
Washington
– -$312K -2,315 Closed
BBA
2044
Baader Bank Aktiengesellschaft
Germany
– -$304K -2,250 Closed
HPWM
2045
Highland Private Wealth Management
Washington
– -$289K -2,145 Closed
MMC
2046
Mizuho Markets Cayman
Cayman Islands
– -$287K -2,130 Closed
SAM
2047
Secure Asset Management
Michigan
– -$285K -2,112 Closed
PAM
2048
Paradigm Asset Management
New York
– -$283K -2,100 Closed
TIS
2049
Tortoise Index Solutions
Kansas
– -$268K -1,983 Closed
PCMC
2050
Private Capital Management (Colorado)
Colorado
– -$267K -1,982 Closed
80 81
82
83 84