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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 %
RFS
2051
Richardson Financial Services
Massachusetts
$51.3K +$51.3K +274 New
GWSA
2052
Global Wealth Strategies & Associates
Colorado
$51K – – –
WAG
2053
Wiser Advisor Group
Arizona
$48.7K +$48.7K +260 New
SC
2054
Stephens Consulting
Michigan
$48.3K – – –
HC
2055
Hoese & Co
Minnesota
$47.8K – – –
IFAM
2056
Institutional & Family Asset Management
Colorado
$47.1K – – –
AIMA
2057
Ables Iannone Moore & Associates
Georgia
$46.8K +$46.8K +250 New
CHA
2058
Carmichael Hill & Associates
Maryland
$46.6K +$5.06K +27 +12%
FWM
2059
FSA Wealth Management
Massachusetts
$46K +$46K +243 New
ACA
2060
Atlas Capital Advisors
Wyoming
$43.8K – – –
OA
2061
Operose Advisors
Wisconsin
$43.7K -$7.87K -42 -15%
FP
2062
Financial Perspectives
Minnesota
$43.4K +$561 +3 +1%
WCM
2063
Winthrop Capital Management
Indiana
$43.1K +$43.1K +230 New
GA
2064
GoalVest Advisory
New York
$42K -$12.4K -66 -23%
GEA
2065
Glen Eagle Advisors
New Jersey
$39.5K -$3.56K -19 -8%
CAS
2066
Coppell Advisory Solutions
Texas
$39.2K +$22.3K +119 +132%
LFA
2067
LGT Financial Advisors
Texas
$38.8K -$937 -5 -2%
JGIA
2068
Jackson Grant Investment Advisers
Connecticut
$38K – – –
CCC
2069
Chelsea Counsel Company
California
$37.5K – – –
SA
2070
SRH Advisors
Kansas
$37.5K – – –
TCG
2071
Transcendent Capital Group
Oklahoma
$37.5K +$37.5K +200 New
DWA
2072
Delos Wealth Advisors
Texas
$37.5K +$37.5K +200 New
GKIM
2073
GW&K Investment Management
Massachusetts
$36K -$2.65K -14 -7%
RL
2074
Rogco LP
Oklahoma
$35K -$6.56K -35 -16%
DAC
2075
Dividend Assets Capital
South Carolina
$35K – – –
81 82
83
84 85