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American Express
AXP

Overview Fund Activity

1,988 hedge funds and large institutions have $105B invested in American Express in 2021 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 683 increasing their positions, 685 reducing their positions, and 100 closing their positions.

Holders
1,988
Holders Change
+125
Holders Change %
+6.71%
% of All Funds
30.7%
Holding in Top 10
31
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-40.38%
% of All Funds
0.48%
New
254
Increased
683
Reduced
685
Closed
100
Calls
$1.07B
Puts
$2.09B
Net Calls
-$1.02B
Net Calls Change
-$494M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$964M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$507M
3
Millennium Management
3
Millennium Management
New York
$125M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.73B
5
Amundi
5
Amundi
France
$371M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.42B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.65B
3
BlackRock
3
BlackRock
New York
$7.51B
4
DZ Bank
4
DZ Bank
Germany
$616M
5
DSA
5
Davis Selected Advisers
Arizona
$439M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$24.8B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.62B 46,602,078 -918,850 -2%
BlackRock
3
BlackRock
New York
$7.51B 45,902,704 -1,903,009 -4%
State Street
4
State Street
Massachusetts
$5.61B 34,277,797 +320,288 +0.9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.65B 28,431,050 -3,391,231 -11%
Fisher Asset Management
6
Fisher Asset Management
Washington
$2.58B 15,745,967 +121,632 +0.8%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.04B 12,485,487 +115,450 +0.9%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$1.92B 11,762,454 +302,094 +3%
Morgan Stanley
9
Morgan Stanley
New York
$1.73B 10,589,901 +616,406 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.6B 9,833,314 +55,027 +0.6%
Dodge & Cox
11
Dodge & Cox
California
$1.42B 8,697,741 -3,500,572 -29%
Northern Trust
12
Northern Trust
Illinois
$1.36B 8,282,455 -161,292 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$1.24B 7,606,404 -1,287,260 -14%
Norges Bank
14
Norges Bank
Norway
$993M 6,072,373 +84,091 +1%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$964M 5,895,502 +1,044,011 +22%
Lazard Asset Management
16
Lazard Asset Management
New York
$939M 5,738,953 +165,106 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$890M 5,437,635 -106,633 -2%
Invesco
18
Invesco
Georgia
$881M 5,384,435 -743,232 -12%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$861M 5,261,019 -100,360 -2%
Bank of America
20
Bank of America
North Carolina
$807M 4,932,358 +427,005 +9%
Artisan Partners
21
Artisan Partners
Wisconsin
$801M 4,894,441 -485,433 -9%
RCWMU
22
Rothschild & Co Wealth Management (UK)
United Kingdom
$775M 4,739,466 -3,379 -0.1%
Legal & General Group
23
Legal & General Group
United Kingdom
$756M 4,618,538 -51,830 -1%
American Century Companies
24
American Century Companies
Missouri
$749M 4,579,051 -273,532 -6%
LP
25
Longview Partners
Guernsey
$714M 4,361,406 -303,964 -7%
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