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American Express
AXP

Overview Fund Activity

1,997 hedge funds and large institutions have $93.1B invested in American Express in 2022 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 687 increasing their positions, 733 reducing their positions, and 96 closing their positions.

Holders
1,997
Holders Change
+89
Holders Change %
+4.66%
% of All Funds
32.22%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.68%
New
220
Increased
687
Reduced
733
Closed
96
Calls
$1.46B
Puts
$1.62B
Net Calls
-$160M
Net Calls Change
-$143M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$290M
2
BlackRock
2
BlackRock
New York
$6.72B
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$124M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$401M
5
Harris Associates
5
Harris Associates
Illinois
$244M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$618M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.22B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$213M
4
Dodge & Cox
4
Dodge & Cox
California
$631M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$47.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$22.4B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.99B 47,283,954 +262,539 +0.6%
BlackRock
3
BlackRock
New York
$6.72B 45,476,476 +922,815 +2%
State Street
4
State Street
Massachusetts
$4.63B 31,332,125 +4,768 +0%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.22B 21,818,034 -1,866,960 -8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.44B 16,488,613 +401,292 +2%
Fisher Asset Management
7
Fisher Asset Management
Washington
$2.14B 14,511,472 -527,315 -4%
Morgan Stanley
8
Morgan Stanley
New York
$1.85B 12,503,902 +35,760 +0.3%
Bank of America
9
Bank of America
North Carolina
$1.79B 12,132,998 +233,876 +2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$1.71B 11,541,153 -1,051,677 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.54B 10,458,404 +177,635 +2%
AWA
12
Arete Wealth Advisors
Illinois
$1.37B 9,240 -466 -5%
Northern Trust
13
Northern Trust
Illinois
$1.09B 7,373,276 -62,898 -0.8%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$1.05B 7,139,839 +613,987 +9%
Norges Bank
15
Norges Bank
Norway
$912M 6,169,567 +514,548 +9%
Lazard Asset Management
16
Lazard Asset Management
New York
$857M 5,802,341 +405,975 +8%
Invesco
17
Invesco
Georgia
$841M 5,692,274 -147,167 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$820M 5,547,911 +162,113 +3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$710M 4,805,733 -1,339,121 -22%
Artisan Partners
20
Artisan Partners
Wisconsin
$668M 4,520,133 -230,096 -5%
Legal & General Group
21
Legal & General Group
United Kingdom
$632M 4,274,661 -268,759 -6%
Dodge & Cox
22
Dodge & Cox
California
$631M 4,267,811 -1,671,778 -28%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$618M 4,180,074 -3,842,050 -48%
Goldman Sachs
24
Goldman Sachs
New York
$570M 3,860,932 +335,390 +10%
RCWMU
25
Rothschild & Co Wealth Management (UK)
United Kingdom
$567M 3,836,937 +246,201 +7%
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