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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 %
NFP
2126
NorthLanding Financial Partners
New York
– -$249K -1,509 Closed
BG
2127
Bahl & Gaynor
Ohio
– -$242K -1,464 Closed
MCCA
2128
Mill Creek Capital Advisors
Pennsylvania
– -$235K -1,425 Closed
PCM
2129
Princeton Capital Management
New Jersey
– -$231K -1,401 Closed
HFRG
2130
Houlihan Financial Resource Group
Virginia
– -$224K -1,357 Closed
USGIU
2131
U.S. Global Investors (USGI)
Texas
– -$223K -1,350 Closed
BAM
2132
Blueshift Asset Management
New Jersey
– -$215K -1,306 Closed
BI
2133
Ballast Inc
Kentucky
– -$212K -1,288 Closed
MCM
2134
Monument Capital Management
Virginia
– -$210K -1,275 Closed
GFP
2135
Gryphon Financial Partners
Ohio
– -$207K -1,256 Closed
DI
2136
DFPG Investments
Utah
– -$203K -1,231 Closed
C
2137
Certuity
Florida
– -$201K -1,218 Closed
ETH
2138
Exos TFP Holdings
New York
– -$181K -1,099 Closed
OCM
2139
Orion Capital Management
California
– -$139K -840 Closed
BA
2140
Bellwether Advisors
Nebraska
– -$134K -814 Closed
SOW
2141
State of Wyoming
Wyoming
– -$132K -800 Closed
AWM
2142
Accel Wealth Management
Iowa
– -$129K -781 Closed
PAIM
2143
Punch & Associates Investment Management
Minnesota
– -$124K -750 Closed
SL
2144
Savior LLC
Massachusetts
– -$103K -624 Closed
PCM
2145
Pointe Capital Management
Michigan
– -$102K -619 Closed
MIA
2146
Milestone Investment Advisors
Wisconsin
– -$99K -600 Closed
FA
2147
Fortis Advisors
Pennsylvania
– -$97K -588 Closed
NHT
2148
New Hampshire Trust
New Hampshire
– -$82.5K -500 Closed
ST
2149
Sageworth Trust
Pennsylvania
– -$82.5K -500 Closed
HT
2150
Headlands Technologies
Illinois
– -$75.9K -460 Closed
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