AXP icon

American Express
AXP

Overview Fund Activity

2,290 hedge funds and large institutions have $139B invested in American Express in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 759 increasing their positions, 892 reducing their positions, and 93 closing their positions.

Holders
2,290
Holders Change
+122
Holders Change %
+5.63%
% of All Funds
33.2%
Holding in Top 10
76
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+28.81%
% of All Funds
1.1%
New
242
Increased
759
Reduced
892
Closed
93
Calls
$2.54B
Puts
$2.64B
Net Calls
-$95.9M
Net Calls Change
+$296M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$5.01B
2
AIM
2
Alphinity Investment Management
Australia
$434M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.85B
4
Barclays
4
Barclays
United Kingdom
$838M
5
Jane Street
5
Jane Street
New York
$227M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.03B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$425M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.3B
4
Holocene Advisors
4
Holocene Advisors
New York
$14.5M
5
BlackRock
5
BlackRock
New York
$9.81B
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$34.5B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.3B 45,153,718 -1,493,133 -3%
BlackRock
3
BlackRock
New York
$9.81B 43,068,975 -1,046,301 -2%
State Street
4
State Street
Massachusetts
$6.73B 29,575,170 -119,583 -0.4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$5.01B 22,020,862 +4,164,804 +23%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$3.67B 16,110,223 -241,217 -1%
Morgan Stanley
7
Morgan Stanley
New York
$3.03B 13,286,899 -13,880,439 -51%
Bank of America
8
Bank of America
North Carolina
$2.59B 11,356,296 -969,257 -8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.55B 11,229,493 +307,049 +3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$2.22B 9,755,555 -746,964 -7%
Fisher Asset Management
11
Fisher Asset Management
Washington
$2.1B 9,212,356 -565,933 -6%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.92B 8,447,441 +662,382 +9%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$1.85B 8,105,367 +1,722,793 +27%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$1.57B 6,888,198 -95,552 -1%
Northern Trust
15
Northern Trust
Illinois
$1.42B 6,225,667 -360,518 -5%
Norges Bank
16
Norges Bank
Norway
$1.36B 5,959,833 +20,115 +0.3%
Invesco
17
Invesco
Georgia
$1.26B 5,555,687 -384,778 -6%
Artisan Partners
18
Artisan Partners
Wisconsin
$1.1B 4,846,409 -8,802 -0.2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.1B 4,809,725 -247,908 -5%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$948M 4,163,073 -68,526 -2%
Legal & General Group
21
Legal & General Group
United Kingdom
$936M 4,112,230 -98,161 -2%
Goldman Sachs
22
Goldman Sachs
New York
$935M 4,106,480 +288,923 +8%
Lazard Asset Management
23
Lazard Asset Management
New York
$928M 4,075,388 -844,258 -17%
Harris Associates
24
Harris Associates
Illinois
$907M 3,984,143 -1,024,083 -20%
Charles Schwab
25
Charles Schwab
California
$879M 3,892,166 +52,890 +1%
1
2 3 4 5