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American Express
AXP

Overview Fund Activity

2,320 hedge funds and large institutions have $139B invested in American Express in 2024 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 819 increasing their positions, 918 reducing their positions, and 106 closing their positions.

Holders
2,320
Holders Change
+30
Holders Change %
+1.31%
% of All Funds
33.75%
Holding in Top 10
70
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.89%
% of All Funds
1.02%
New
170
Increased
819
Reduced
918
Closed
106
Calls
$2.64B
Puts
$2.39B
Net Calls
+$248M
Net Calls Change
+$344M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$840M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.35B
3
UBS AM
3
UBS AM
Illinois
$1.01B
4
AIM
4
Alphinity Investment Management
Australia
$623M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$197M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$216M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.42B
3
Bank of America
3
Bank of America
North Carolina
$2.21B
4
Barclays
4
Barclays
United Kingdom
$512M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$670M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$35.1B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.5B 45,197,559 +43,841 +0.1%
BlackRock
3
BlackRock
New York
$9.7B 41,897,299 -1,171,676 -3%
State Street
4
State Street
Massachusetts
$6.78B 29,284,305 -290,865 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.42B 19,107,313 -2,913,549 -13%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$3.78B 16,339,945 +229,722 +1%
Morgan Stanley
7
Morgan Stanley
New York
$3.16B 13,633,725 +346,826 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.63B 11,397,412 +167,919 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.35B 10,137,605 +2,032,238 +25%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$2.21B 9,558,651 -196,904 -2%
Bank of America
11
Bank of America
North Carolina
$2.21B 9,522,893 -1,833,403 -16%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$2.12B 9,136,403 +688,962 +8%
Fisher Asset Management
13
Fisher Asset Management
Washington
$2.06B 8,895,914 -316,442 -3%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$1.57B 6,768,449 -119,749 -2%
Norges Bank
15
Norges Bank
Norway
$1.47B 6,366,820 +406,987 +7%
Northern Trust
16
Northern Trust
Illinois
$1.43B 6,164,827 -60,840 -1%
Invesco
17
Invesco
Georgia
$1.18B 5,098,226 -457,461 -8%
Artisan Partners
18
Artisan Partners
Wisconsin
$1.12B 4,838,833 -7,576 -0.2%
Goldman Sachs
19
Goldman Sachs
New York
$1.11B 4,790,625 +684,145 +17%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.09B 4,698,310 -111,415 -2%
UBS AM
21
UBS AM
Illinois
$1.01B 4,367,813 +927,944 +27%
Legal & General Group
22
Legal & General Group
United Kingdom
$924M 3,991,927 -120,303 -3%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$909M 3,927,649 -235,424 -6%
Charles Schwab
24
Charles Schwab
California
$905M 3,908,874 +16,708 +0.4%
Capital World Investors
25
Capital World Investors
California
$840M 3,626,219 +3,626,219 New
1
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