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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 %
HA
2251
HFG Advisors
Ohio
– -$223K -1,496 Closed
1IA
2252
1834 Investment Advisors
Wisconsin
– -$218K -1,462 Closed
RWA
2253
Roberts Wealth Advisors
California
– -$222K -1,450 Closed
VLC
2254
Van Leeuwen & Company
New Jersey
– -$211K -1,415 Closed
DC
2255
Diametric Capital
Massachusetts
– -$211K -1,412 Closed
IFA
2256
Index Fund Advisors
California
– -$209K -1,402 Closed
FC
2257
Fulcrum Capital
Washington
– -$201K -1,350 Closed
NFSG
2258
Newbridge Financial Services Group
Florida
– -$170K -1,140 Closed
WWP
2259
WR Wealth Planners
Missouri
– -$132K -883 Closed
SSG
2260
Summit Securities Group
New York
– -$104K -700 Closed
MIA
2261
Milestone Investment Advisors
Wisconsin
– -$89.5K -600 Closed
RFA
2262
Register Financial Advisors
Georgia
– -$78.5K -526 Closed
FAM
2263
Flaharty Asset Management
Florida
– -$75.8K -508 Closed
CMBA
2264
C.M. Bidwell & Associates
Hawaii
– -$71.6K -480 Closed
RCG
2265
Rock Creek Group
District of Columbia
– -$67.4K -452 Closed
RTC
2266
Riverview Trust Company
Washington
– -$67.1K -450 Closed
NIC
2267
Northwest Investment Counselors
Oregon
– -$59.1K -396 Closed
EARNEST Partners
2268
EARNEST Partners
Georgia
– -$43.7K -293 Closed
RW
2269
RVW Wealth
California
– -$33.3K -223 Closed
BCM
2270
BluePath Capital Management
Georgia
– -$28.5K -191 Closed
FRA
2271
Front Row Advisors
California
– -$10K -67 Closed
AWM
2272
Activest Wealth Management
Florida
– -$8.36K -56 Closed
HCM
2273
Highlander Capital Management
New Jersey
– -$7K -50 Closed
CG
2274
Cutler Group
California
– -$5K -36 Closed
HWP
2275
Hibernia Wealth Partners
Louisiana
– -$4.63K -31 Closed
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