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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 %
SFA
2076
Semmax Financial Advisors
North Carolina
$33.8K -$210 -1 -0.6%
MSG
2077
Main Street Group
Virginia
$32.2K +$32.2K +171 New
CAM
2078
Creekmur Asset Management
Illinois
$31.8K +$31.8K +170 New
CJ
2079
Caitlin John
Michigan
$31.7K +$31.7K +169 New
AFS
2080
Annapolis Financial Services
Maryland
$31.7K – – –
POIA
2081
Pin Oak Investment Advisors
Texas
$31K – – –
AWM
2082
Abound Wealth Management
Tennessee
$30.5K -$187 -1 -0.6%
WAM
2083
WFA Asset Management
Wisconsin
$30.1K +$30.1K +161 New
RA
2084
Rise Advisors
New York
$30K +$187 +1 +0.6%
PPC
2085
Park Place Capital
Alabama
$29.6K -$32.8K -175 -53%
CPG
2086
Custom Portfolio Group
Colorado
$29.2K +$29.2K +156 New
TSWM
2087
Tyler-Stone Wealth Management
Ohio
$29K – – –
BWP
2088
Baldwin Wealth Partners
Massachusetts
$29K +$16.7K +89 +135%
PP
2089
Pacifica Partners
Canada
$29K +$29K +170 New
VWWMG
2090
Vermillion & White Wealth Management Group
Pennsylvania
$28.9K +$28.9K +154 New
S
2091
Sachetta
Massachusetts
$28.7K +$28.7K +153 New
TCM
2092
Tradewinds Capital Management
Washington
$28.1K – – –
BWM
2093
BKM Wealth Management
Wisconsin
$28.1K +$28.1K +150 New
TVAMP
2094
Tennessee Valley Asset Management Partners
Tennessee
$28K +$28K +150 New
RFA
2095
Resurgent Financial Advisors
Georgia
$27.2K +$27.2K +145 New
RFG
2096
REAP Financial Group
Texas
$27K +$27K +144 New
CQS
2097
Credential Qtrade Securities
$26.8K -$30K -160 -53%
GWSG
2098
GPS Wealth Strategies Group
Colorado
$25.3K – – –
SA
2099
Scarborough Advisors
Maryland
$24.8K +$24.8K +132 New
HI
2100
Hoey Investments
Pennsylvania
$24.4K -$18.7K -100 -43%
82 83
84
85 86