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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 %
TFIPS
2026
Towarzystwo Funduszy Inwestycyjnych PZU SA
$70.8K +$70.8K +378 New
JFGIW
2027
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69.9K -$4.12K -22 -6%
IWMWV
2028
Ironwood Wealth Management (West Virginia)
West Virginia
$69.8K – – –
NFA
2029
Northwest Financial Advisors
Virginia
$68.3K +$68.3K +364 New
TC
2030
Tacita Capital
Ontario, Canada
$67.4K – – –
BIA
2031
Bell Investment Advisors
California
$67.3K +$23K +123 +52%
OLVIG
2032
Oliver Lagore Vanvalin Investment Group
Michigan
$67.3K – – –
PB
2033
Pinnacle Bancorp
Nebraska
$66.5K +$2.81K +15 +4%
SIS
2034
Sound Income Strategies
Florida
$63.6K +$15K +80 +31%
EC
2035
EdgeRock Capital
Colorado
$63.1K +$63.1K +305 New
AEPWM
2036
Atlantic Edge Private Wealth Management
Florida
$60.9K +$60.9K +325 New
PS
2037
Planned Solutions
California
$60.7K +$60.7K +324 New
PWMG
2038
Private Wealth Management Group
New Jersey
$60.1K +$60.1K +321 New
CCA
2039
Criterion Capital Advisors
Tennessee
$59.9K +$59.9K +320 New
T
2040
Tidemark
California
$59K +$59K +315 New
VAMG
2041
Voisard Asset Management Group
Michigan
$57.1K +$57.1K +305 New
EC
2042
EntryPoint Capital
New York
$56.6K +$56.6K +302 New
NMM
2043
Naples Money Management
Florida
$56.3K +$56.3K +301 New
LF
2044
Lee Financial
Texas
$56.2K -$11.8K -63 -17%
FIM
2045
FWL Investment Management
Texas
$56.2K – – –
RAM
2046
Riggs Asset Management
Pennsylvania
$56.2K – – –
AWM
2047
AllSquare Wealth Management
New York
$55.5K – – –
C
2048
Covestor
United Kingdom
$55K -$1.13K -6 -2%
RDFA
2049
Ritter Daniher Financial Advisory
Ohio
$54.9K -$6K -32 -10%
CMP
2050
Coston McIsaac & Partners
Maine
$52K – – –
80 81
82
83 84