Question 1

Which hedge funds and institutional investors hold AXP?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for AXP shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for AXP whale holdings?

Accepted Answer

Conviction level reflects how significant AXP is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to AXP, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for AXP?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about AXP?

Accepted Answer

QoQ changes for AXP show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	29.2M	$8.8B	0.3%	$2896.4B
Fisher Investments	9.3M	$2.8B	0.9%	$294.9B
Artisan Partners	4.6M	$1.4B	2.2%	$62.3B
Capital Research	3.2M	$959.0M	0.1%	$644.6B
Capital World	2.8M	$858.8M	0.1%	$732.9B
Geode Capital	1.7M	$516.3M	0.0%	$1607.5B
First Eagle	1.6M	$491.1M	0.8%	$59.0B
Berkshire Hathaway	1.4M	$423.4M	0.2%	$263.1B
American Century	1.2M	$362.8M	0.2%	$194.3B
Citadel	1.1M	$342.5M	0.1%	$618.5B
Longview	1.1M	$325.3M	4.6%	$7.1B
Citadel	607.9K	$183.9M	0.0%	$618.5B
Smead	602.6K	$182.3M	4.0%	$4.6B
Renaissance Tech	550.9K	$166.6M	0.3%	$63.9B
WorldQuant	526.0K	$159.1M	0.6%	$25.9B
Markel	480.4K	$145.3M	1.2%	$11.9B
Gabelli	440.5K	$133.3M	0.9%	$14.8B
Citadel	403.4K	$122.0M	0.0%	$618.5B
Millennium	343.2K	$103.8M	0.0%	$240.3B
ClearBridge	334.1K	$101.1M	0.1%	$114.9B
Adage Capital	326.3K	$98.7M	0.2%	$64.8B
Epoch	300.4K	$90.9M	0.6%	$16.5B
Dodge & Cox	277.5K	$83.9M	0.0%	$182.0B
Davis Advisors	233.1K	$70.5M	0.3%	$21.8B
Harris (Oakmark)	203.7K	$61.6M	0.1%	$75.0B
Millennium	193.3K	$58.5M	0.0%	$240.3B
Balyasny	192.1K	$58.1M	0.1%	$77.1B
DFA	182.0K	$55.0M	0.0%	$481.4B
Arrowstreet	172.5K	$52.2M	0.0%	$184.8B
Tudor	130.8K	$39.6M	0.1%	$53.9B
Millennium	129.4K	$39.1M	0.0%	$240.3B
Marshall Wace	108.4K	$32.8M	0.0%	$100.4B
Marshall Wace	78.0K	$23.6M	0.0%	$100.4B
DE Shaw	76.7K	$23.2M	0.0%	$166.3B
Tweedy Browne	63.0K	$19.1M	1.5%	$1.3B
BlackRock	51.5K	$15.6M	0.0%	$5723.5B
GMO	50.4K	$15.3M	0.0%	$39.1B
Tudor	44.8K	$13.6M	0.0%	$53.9B
Balyasny	39.2K	$11.9M	0.0%	$77.1B
Man Group	30.1K	$9.1M	0.0%	$55.1B
Hudson Bay	26.1K	$7.9M	0.0%	$29.0B
Man Group	25.4K	$7.7M	0.0%	$55.1B
DE Shaw	25.0K	$7.6M	0.0%	$166.3B
Gotham Asset	24.4K	$7.4M	0.0%	$32.7B
Balyasny	23.7K	$7.2M	0.0%	$77.1B
Two Sigma	23.0K	$7.0M	0.0%	$123.9B
Bridgewater	21.8K	$6.6M	0.0%	$22.4B
Point72	19.3K	$5.8M	0.0%	$78.1B
Kayne Anderson	17.4K	$5.3M	0.0%	$34.0B
Brevan Howard	14.9K	$4.5M	0.0%	$11.3B
Schonfeld	14.3K	$4.3M	0.0%	$14.2B
Winton	14.2K	$4.3M	0.2%	$2.9B
Fidelity (FMR)	13.2K	$4.0M	0.0%	$1898.4B
Point72	12.6K	$3.8M	0.0%	$78.1B
Tudor	10.7K	$3.2M	0.0%	$53.9B
Neuberger Berman (Eisman)	8.1K	$2.4M	0.0%	$131.4B
Jennison	7.7K	$2.3M	0.0%	$145.4B
Man Group	7.4K	$2.2M	0.0%	$55.1B
Two Sigma	7.0K	$2.1M	0.0%	$123.9B
Wellington	4.7K	$1.4M	0.0%	$535.5B
PDT Partners	3.8K	$1.1M	0.1%	$1.7B
Two Sigma	3.4K	$1.0M	0.0%	$123.9B
Wellington	2.5K	$824K	0.0%	$535.5B
Ares	2.2K	$653K	0.4%	$172.9M
Horizon Kinetics	1.3K	$395K	0.0%	$9.2B
Ruane Cunniff (Sequoia)	932	$282K	0.0%	$6.0B
Northern Trust	363	$110K	—	$756.6B
Franklin Templeton	311	$94K	—	$408.3B
AQR Capital	172	$52K	—	$218.4B
Invesco	41	$12K	—	$653.3B
Acadian	1.3K	$392	0.0%	$70.5M

AXP

Who Holds AXP