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American Express
AXP

Overview Fund Activity

2,039 hedge funds and large institutions have $103B invested in American Express in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 746 increasing their positions, 734 reducing their positions, and 100 closing their positions.

Holders
2,039
Holders Change
+42
Holders Change %
+2.1%
% of All Funds
32.64%
Holding in Top 10
60
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+42.86%
% of All Funds
0.96%
New
184
Increased
746
Reduced
734
Closed
100
Calls
$2.08B
Puts
$1.89B
Net Calls
+$192M
Net Calls Change
+$352M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.13B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.05B
3
Jennison Associates
3
Jennison Associates
New York
$212M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$574M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$421M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$85M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$2.11B
3
State Street
3
State Street
Massachusetts
$4.92B
4
Holocene Advisors
4
Holocene Advisors
New York
$23.3M
5
Barclays
5
Barclays
United Kingdom
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$25B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.87B 47,697,428 +413,474 +0.9%
BlackRock
3
BlackRock
New York
$7.57B 45,899,776 +423,300 +0.9%
State Street
4
State Street
Massachusetts
$4.92B 29,813,011 -1,519,114 -5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.63B 22,000,787 +182,753 +0.8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.69B 16,336,206 -152,407 -0.9%
Fisher Asset Management
7
Fisher Asset Management
Washington
$2.11B 12,812,855 -1,698,617 -12%
Bank of America
8
Bank of America
North Carolina
$2.09B 12,678,097 +545,099 +4%
Morgan Stanley
9
Morgan Stanley
New York
$2.09B 12,645,809 +141,907 +1%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$1.92B 11,669,944 +128,791 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.74B 10,602,539 +144,135 +1%
Northern Trust
12
Northern Trust
Illinois
$1.19B 7,201,886 -171,390 -2%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$1.15B 6,942,342 -197,497 -3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$1.13B 6,869,384 +3,996,083 +139%
Norges Bank
15
Norges Bank
Norway
$1.07B 6,502,853 +333,286 +5%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.05B 6,356,786 +1,551,053 +32%
Invesco
17
Invesco
Georgia
$926M 5,611,380 -80,894 -1%
Lazard Asset Management
18
Lazard Asset Management
New York
$918M 5,563,690 -238,651 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$896M 5,432,664 -115,247 -2%
Artisan Partners
20
Artisan Partners
Wisconsin
$714M 4,330,039 -190,094 -4%
Legal & General Group
21
Legal & General Group
United Kingdom
$708M 4,292,434 +17,773 +0.4%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$658M 3,990,549 -189,525 -5%
Goldman Sachs
23
Goldman Sachs
New York
$595M 3,606,146 -254,786 -7%
LP
24
Longview Partners
Guernsey
$586M 3,549,764 +115,880 +3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$574M 3,481,197 +764,274 +28%
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