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American Express
AXP

Overview Fund Activity

2,030 hedge funds and large institutions have $108B invested in American Express in 2023 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 730 increasing their positions, 767 reducing their positions, and 127 closing their positions.

Holders
2,030
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
32.02%
Holding in Top 10
51
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15%
% of All Funds
0.8%
New
134
Increased
730
Reduced
767
Closed
127
Calls
$1.65B
Puts
$1.77B
Net Calls
-$119M
Net Calls Change
-$312M

Top Buyers

1
Swiss National Bank
1
Swiss National Bank
Switzerland
$398M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.15B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.03B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$517M
5
Jennison Associates
5
Jennison Associates
New York
$369M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$43.1M
2
EWA
2
EP Wealth Advisors
California
$3.41M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$2.01B
4
SC
4
Samlyn Capital
New York
$35.5M
5
Millennium Management
5
Millennium Management
New York
$77.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$26.4B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.26B 47,423,010 -274,418 -0.6%
BlackRock
3
BlackRock
New York
$7.86B 45,149,146 -750,630 -2%
State Street
4
State Street
Massachusetts
$5.28B 30,320,053 +507,042 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.03B 23,134,063 +1,133,276 +5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$3.15B 18,069,038 +1,732,832 +11%
Morgan Stanley
7
Morgan Stanley
New York
$2.27B 13,058,022 +412,213 +3%
Bank of America
8
Bank of America
North Carolina
$2.18B 12,509,262 -168,835 -1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$2.09B 12,024,551 +354,607 +3%
Fisher Asset Management
10
Fisher Asset Management
Washington
$2.01B 11,522,054 -1,290,801 -10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.88B 10,817,376 +214,837 +2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.23B 7,049,335 +179,951 +3%
Northern Trust
13
Northern Trust
Illinois
$1.2B 6,912,017 -289,869 -4%
Norges Bank
14
Norges Bank
Norway
$1.16B 6,632,945 +130,092 +2%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$1.11B 6,392,051 -550,291 -8%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.05B 6,018,854 -337,932 -5%
Invesco
17
Invesco
Georgia
$1.01B 5,784,865 +173,485 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$919M 5,276,254 -156,410 -3%
Lazard Asset Management
19
Lazard Asset Management
New York
$888M 5,098,054 -465,636 -8%
Artisan Partners
20
Artisan Partners
Wisconsin
$781M 4,483,160 +153,121 +4%
Legal & General Group
21
Legal & General Group
United Kingdom
$755M 4,335,205 +42,771 +1%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$752M 4,318,999 +328,450 +8%
Goldman Sachs
23
Goldman Sachs
New York
$666M 3,823,490 +217,344 +6%
RCWMU
24
Rothschild & Co Wealth Management (UK)
United Kingdom
$611M 3,505,168 +69,855 +2%
LP
25
Longview Partners
Guernsey
$604M 3,466,934 -82,830 -2%
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