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American Express
AXP

Overview Fund Activity

2,030 hedge funds and large institutions have $108B invested in American Express in 2023 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 730 increasing their positions, 767 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,030
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
32.02%
Holding in Top 10
51
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15%
% of All Funds
0.8%
New
134
Increased
730
Reduced
767
Closed
127
Calls
$1.65B
Puts
$1.77B
Net Calls
-$119M
Net Calls Change
-$312M

Top Buyers

1
Swiss National Bank
1
Swiss National Bank
Switzerland
$398M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.15B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.03B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$517M
5
Jennison Associates
5
Jennison Associates
New York
$369M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$43.1M
2
EWA
2
EP Wealth Advisors
California
$3.41M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$2.01B
4
SC
4
Samlyn Capital
New York
$35.5M
5
Millennium Management
5
Millennium Management
New York
$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
2101
Sheets Smith Wealth Management
North Carolina
– -$448K -2,714 Closed
ASFA
2102
All Season Financial Advisors
Colorado
– -$438K -2,654 Closed
DF
2103
Donoghue Forlines
Massachusetts
– -$433K -2,626 Closed
PCMC
2104
Paragon Capital Management (Colorado)
Colorado
– -$431K -2,612 Closed
KF
2105
Krilogy Financial
Missouri
– -$430K -2,609 Closed
TAM
2106
Titleist Asset Management
Texas
– -$430K -2,606 Closed
XT
2107
XTX Topco
Cayman Islands
– -$422K -2,557 Closed
PTC
2108
Petrus Trust Company
Texas
– -$381K -2,312 Closed
LCM
2109
Laurion Capital Management
New York
– -$368K -2,234 Closed
FFS
2110
Founders Financial Securities
Maryland
– -$362K -2,197 Closed
AWE
2111
Avidian Wealth Enterprises
Texas
– -$351K -2,129 Closed
OWM
2112
OneAscent Wealth Management
Alabama
– -$341K -2,065 Closed
BWP
2113
Balboa Wealth Partners
Arizona
– -$328K -1,986 Closed
SW
2114
Solidarity Wealth
Utah
– -$326K -1,975 Closed
T
2115
TCWP
Ohio
– -$313K -1,897 Closed
LCWP
2116
Legacy Capital Wealth Partners
Arkansas
– -$307K -1,860 Closed
LSIA
2117
LaSalle St. Investment Advisors
Illinois
– -$304K -1,844 Closed
LB
2118
Leo Brokerage
Texas
– -$303K -1,836 Closed
NO
2119
Ninety One
South Africa
– -$296K -1,818 Closed
PAMG
2120
Patton Albertson Miller Group
Tennessee
– -$278K -1,683 Closed
TDC
2121
Thompson Davis & Co
Virginia
– -$277K -1,677 Closed
SPP
2122
Single Point Partners
Massachusetts
– -$276K -1,670 Closed
CGA
2123
Crescent Grove Advisors
Illinois
– -$275K -1,666 Closed
HHGA
2124
Halbert Hargrove Global Advisors
California
– -$273K -1,653 Closed
FFH
2125
Fairfax Financial Holdings
Ontario, Canada
– -$264K -1,600 Closed
83 84
85
86 87