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American Express
AXP

Overview Fund Activity

2,168 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 710 increasing their positions, 802 reducing their positions, and 111 closing their positions.

Holders
2,168
Holders Change
+186
Holders Change %
+9.38%
% of All Funds
31.79%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.87%
New
331
Increased
710
Reduced
802
Closed
111
Calls
$2B
Puts
$2.4B
Net Calls
-$392M
Net Calls Change
+$306M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.09B
2
Harris Associates
2
Harris Associates
Illinois
$938M
3
BlackRock
3
BlackRock
New York
$8.26B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.2B
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$450M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.06B
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$91.7M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.97B
5
Norges Bank
5
Norges Bank
Norway
$1.11B
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$28.4B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.74B 46,646,851 -215,417 -0.5%
BlackRock
3
BlackRock
New York
$8.26B 44,115,276 +1,436,142 +3%
State Street
4
State Street
Massachusetts
$5.56B 29,694,753 +681,231 +2%
Morgan Stanley
5
Morgan Stanley
New York
$5.09B 27,167,338 +14,166,196 +109%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$3.35B 17,856,058 -2,498,303 -12%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$3.06B 16,351,440 -1,107,123 -6%
Bank of America
8
Bank of America
North Carolina
$2.31B 12,325,553 -130,039 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.04B 10,922,444 +96,656 +0.9%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$1.97B 10,502,519 -767,251 -7%
Fisher Asset Management
11
Fisher Asset Management
Washington
$1.83B 9,778,289 -655,577 -6%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.46B 7,785,059 +448,060 +6%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$1.31B 6,983,750 +270,173 +4%
Northern Trust
14
Northern Trust
Illinois
$1.23B 6,586,185 -367,275 -5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$1.2B 6,382,574 +1,088,902 +21%
Invesco
16
Invesco
Georgia
$1.11B 5,940,465 +194,928 +3%
Norges Bank
17
Norges Bank
Norway
$1.11B 5,939,718 -705,823 -11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$947M 5,057,633 -81,990 -2%
Harris Associates
19
Harris Associates
Illinois
$938M 5,008,226 +2,084,484 +71%
Lazard Asset Management
20
Lazard Asset Management
New York
$922M 4,919,646 -8,998 -0.2%
Artisan Partners
21
Artisan Partners
Wisconsin
$910M 4,855,211 +496,153 +11%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$793M 4,231,599 -74,386 -2%
Legal & General Group
23
Legal & General Group
United Kingdom
$789M 4,210,391 +69,775 +2%
Goldman Sachs
24
Goldman Sachs
New York
$715M 3,817,557 -201,632 -5%
Charles Schwab
25
Charles Schwab
California
$713M 3,839,276 +667,695 +21%
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