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American Express
AXP

Overview Fund Activity

1,908 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 742 increasing their positions, 709 reducing their positions, and 110 closing their positions.

Holders
1,908
Holders Change
-52
Holders Change %
-2.65%
% of All Funds
32.99%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
742
Reduced
709
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$62.5M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.08B
2
Bank of America
2
Bank of America
North Carolina
$1.61B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$289M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$366M
5
Deutsche Bank
5
Deutsche Bank
Germany
$419M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$101M
2
American Century Companies
2
American Century Companies
Missouri
$203M
3
CWP
3
Capital Wealth Planning
Florida
$1.18M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$200M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$20.5B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.34B 47,021,415 +103,566 +0.2%
BlackRock
3
BlackRock
New York
$6.01B 44,553,661 +665,857 +2%
State Street
4
State Street
Massachusetts
$4.23B 31,327,357 -352,689 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.2B 23,684,994 -195,808 -0.8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.17B 16,087,321 +540,816 +3%
Fisher Asset Management
7
Fisher Asset Management
Washington
$2.03B 15,038,787 -316,432 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.7B 12,592,830 -542,067 -4%
Morgan Stanley
9
Morgan Stanley
New York
$1.68B 12,468,142 -252,203 -2%
Bank of America
10
Bank of America
North Carolina
$1.61B 11,899,122 +1,584,260 +15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.39B 10,280,769 -21,413 -0.2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$1.08B 8,022,124 +3,973,516 +98%
Northern Trust
13
Northern Trust
Illinois
$1B 7,436,174 -116,294 -2%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$880M 6,525,852 +602,762 +10%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$829M 6,144,854 -799,126 -12%
Dodge & Cox
16
Dodge & Cox
California
$801M 5,939,589 -583,395 -9%
Invesco
17
Invesco
Georgia
$788M 5,839,441 -207,794 -3%
Norges Bank
18
Norges Bank
Norway
$763M 5,655,019 +31,034 +0.6%
Lazard Asset Management
19
Lazard Asset Management
New York
$728M 5,396,366 -27,184 -0.5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$727M 5,385,798 -92,884 -2%
Artisan Partners
21
Artisan Partners
Wisconsin
$641M 4,750,229 +511 +0%
Legal & General Group
22
Legal & General Group
United Kingdom
$613M 4,543,420 -385,485 -8%
RCWMU
23
Rothschild & Co Wealth Management (UK)
United Kingdom
$484M 3,590,736 +38,706 +1%
UBS AM
24
UBS AM
Illinois
$481M 3,563,414 +97,047 +3%
Goldman Sachs
25
Goldman Sachs
New York
$476M 3,525,542 +164,414 +5%
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