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American Express
AXP

Overview Fund Activity

2,169 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 710 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,169
Holders Change
+186
Holders Change %
+9.38%
% of All Funds
31.8%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.86%
New
331
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
$5.09B
2
Harris Associates
Harris Associates
Illinois
$938M
3
BlackRock
BlackRock
New York
$8.26B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.2B
5
TD Asset Management
TD Asset Management
Ontario, Canada
$450M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.35B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.06B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$91.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.97B
5
Norges Bank
Norges Bank
Norway
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
2151
Financial Gravity Asset Management
Texas
$5.03K +$1.95K +12 +63%
FSWA
2152
Financial Synergies Wealth Advisors
Texas
$4.8K +$582 +4 +14%
TWD
2153
True Wealth Design
Ohio
$4.77K – – –
FUBT
2154
First United Bank & Trust
Maryland
$4.68K +$4.68K +25 New
GIM
2155
Gold Investment Management
Alberta, Canada
$4.68K +$4.68K +25 New
AP
2156
Atwood & Palmer
Missouri
$4.31K +$937 +5 +28%
MCM
2157
MidAtlantic Capital Management
Virginia
$4.12K +$4.12K +22 New
OAJ
2158
Ogorek Anthony Joseph
New York
$4K – – –
LWA
2159
Lowe Wealth Advisors
Maryland
$3.75K – – –
IA
2160
IFS Advisors
Kansas
$3.75K +$3.75K +20 New
PS
2161
PayPay Securities
Japan
$3.69K -$3.11K -16 -46%
CWA
2162
Carolina Wealth Advisors
South Carolina
$3K – – –
CMA
2163
Cedar Mountain Advisors
Oregon
$3K – – –
AP
2164
Aspect Partners
Virginia
$2.81K +$2.81K +15 New
BFPW
2165
BOK Financial Private Wealth
Colorado
$2.62K -$56.2K -300 -96%
KI
2166
Kapitalo Investimentos
Brazil
$2.62K +$2.62K +14 New
DCM
2167
Davis Capital Management
Florida
$2.44K +$2.44K +13 New
PVH
2168
Psagot Value Holdings
Israel
$2K – – –
TWP
2169
TFO Wealth Partners
Ohio
$937 -$33.5K -179 -97%
DWM
2170
Dogwood Wealth Management
Kansas
$21 – – –
Renaissance Technologies
2171
Renaissance Technologies
New York
– -$63M -422,070 Closed
Voloridge Investment Management
2172
Voloridge Investment Management
Florida
– -$36.2M -242,862 Closed
TC
2173
TwinBeech Capital
New York
– -$24.3M -162,936 Closed
CS
2174
Clear Street
New York
– -$22.4M -150,000 Closed
SFI
2175
Susquehanna Fundamental Investments
Pennsylvania
– -$20.7M -138,490 Closed
85 86
87
88 89