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American Express
AXP

Overview Fund Activity

1,982 hedge funds and large institutions have $91.3B invested in American Express in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 737 increasing their positions, 741 reducing their positions, and 166 closing their positions.

Holders
1,982
Holders Change
-48
Holders Change %
-2.36%
% of All Funds
31.61%
Holding in Top 10
32
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-37.25%
% of All Funds
0.51%
New
146
Increased
737
Reduced
741
Closed
166
Calls
$1.22B
Puts
$1.92B
Net Calls
-$697M
Net Calls Change
-$578M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$211M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$172M
3
Harris Associates
3
Harris Associates
Illinois
$436M
4
Holocene Advisors
4
Holocene Advisors
New York
$208M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$219M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.04B
2
BlackRock
2
BlackRock
New York
$6.37B
3
Jennison Associates
3
Jennison Associates
New York
$28.9M
4
State Street
4
State Street
Massachusetts
$4.33B
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$1.56B
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$22.6B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.99B 46,862,268 -560,742 -1%
BlackRock
3
BlackRock
New York
$6.37B 42,679,134 -2,470,012 -5%
State Street
4
State Street
Massachusetts
$4.33B 29,013,522 -1,306,531 -4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.04B 20,354,361 -2,779,702 -12%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.6B 17,458,563 -610,475 -3%
Morgan Stanley
7
Morgan Stanley
New York
$1.94B 13,001,142 -56,880 -0.4%
Bank of America
8
Bank of America
North Carolina
$1.86B 12,455,592 -53,670 -0.4%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$1.68B 11,269,770 -754,781 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.61B 10,825,788 +8,412 +0.1%
Fisher Asset Management
11
Fisher Asset Management
Washington
$1.56B 10,433,866 -1,088,188 -9%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.09B 7,336,999 +287,664 +4%
Northern Trust
13
Northern Trust
Illinois
$1.04B 6,953,460 +41,443 +0.6%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$1B 6,713,577 +321,526 +5%
Norges Bank
15
Norges Bank
Norway
$991M 6,645,541 +12,596 +0.2%
Invesco
16
Invesco
Georgia
$857M 5,745,537 -39,328 -0.7%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$790M 5,293,672 -725,182 -12%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$767M 5,139,623 -136,631 -3%
Lazard Asset Management
19
Lazard Asset Management
New York
$735M 4,928,644 -169,410 -3%
Artisan Partners
20
Artisan Partners
Wisconsin
$650M 4,359,058 -124,102 -3%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$642M 4,305,985 -13,014 -0.3%
Legal & General Group
22
Legal & General Group
United Kingdom
$618M 4,140,616 -194,589 -4%
Goldman Sachs
23
Goldman Sachs
New York
$600M 4,019,189 +195,699 +5%
RCWMU
24
Rothschild & Co Wealth Management (UK)
United Kingdom
$533M 3,572,743 +67,575 +2%
UBS AM
25
UBS AM
Illinois
$532M 3,569,110 +213,484 +6%
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