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American Express
AXP

Overview Fund Activity

2,429 hedge funds and large institutions have $158B invested in American Express in 2024 Q3 according to their latest regulatory filings, with 230 funds opening new positions, 871 increasing their positions, 889 reducing their positions, and 95 closing their positions.

Holders
2,429
Holders Change
+109
Holders Change %
+4.7%
% of All Funds
35.14%
Holding in Top 10
88
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+25.71%
% of All Funds
1.27%
New
230
Increased
871
Reduced
889
Closed
95
Calls
$3.08B
Puts
$2.77B
Net Calls
+$318M
Net Calls Change
+$70.2M

Top Buyers

1
CWP
1
Capital Wealth Planning
Florida
$337M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.98B
3
BlackRock
3
BlackRock
New York
$11.5B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$148M
5
AIM
5
Alphinity Investment Management
Australia
$835M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.36B
3
SWM
3
Scissortail Wealth Management
Oklahoma
$818K
4
Lazard Asset Management
4
Lazard Asset Management
New York
$456M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$41.1B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.2B 45,145,384 -52,175 -0.1%
BlackRock
3
BlackRock
New York
$11.5B 42,527,628 +630,329 +2%
State Street
4
State Street
Massachusetts
$7.94B 29,279,243 -5,062 -0%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.36B 16,073,972 -3,033,341 -16%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$4.24B 15,641,718 -698,227 -4%
Morgan Stanley
7
Morgan Stanley
New York
$3.66B 13,500,208 -133,517 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.1B 11,483,512 +86,100 +0.8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.98B 11,003,715 +866,110 +9%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$2.55B 9,396,518 +260,115 +3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$2.49B 9,193,401 -365,250 -4%
Bank of America
12
Bank of America
North Carolina
$2.43B 8,961,332 -561,561 -6%
Fisher Asset Management
13
Fisher Asset Management
Washington
$2.35B 8,665,409 -230,505 -3%
Northern Trust
14
Northern Trust
Illinois
$1.59B 5,869,324 -295,503 -5%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$1.55B 5,703,311 -1,065,138 -16%
Invesco
16
Invesco
Georgia
$1.35B 4,986,241 -111,985 -2%
Artisan Partners
17
Artisan Partners
Wisconsin
$1.32B 4,863,701 +24,868 +0.5%
UBS AM
18
UBS AM
Illinois
$1.25B 4,606,986 +239,173 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.24B 4,561,984 -136,326 -3%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$1.07B 3,960,842 +33,193 +0.8%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.06B 3,910,510 -81,417 -2%
Charles Schwab
22
Charles Schwab
California
$1.05B 3,864,152 -44,722 -1%
Goldman Sachs
23
Goldman Sachs
New York
$1.03B 3,814,404 -976,221 -20%
Capital World Investors
24
Capital World Investors
California
$984M 3,629,294 +3,075 +0.1%
RCWMU
25
Rothschild & Co Wealth Management (UK)
United Kingdom
$884M 3,261,218 -318,884 -9%
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