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American Express
AXP

Overview Fund Activity

2,668 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 241 funds opening new positions, 1,038 increasing their positions, 948 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,668
Holders Change
+83
Holders Change %
+3.21%
% of All Funds
35.78%
Holding in Top 10
106
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35.9%
% of All Funds
1.42%
New
241
Increased
1,038
Reduced
948
Closed
108
Calls
$2.64B
Puts
$2.05B
Net Calls
+$592M
Net Calls Change
-$247M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.21B
2
Geode Capital Management
Geode Capital Management
Massachusetts
$4.28B
3
Capital World Investors
Capital World Investors
California
$1.63B
4
Capital Research Global Investors
Capital Research Global Investors
California
$1.41B
5
UBS AM
UBS AM
Illinois
$1.88B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.75B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.64B
3
BlackRock
BlackRock
New York
$13.9B
4
UBS Group
UBS Group
Switzerland
$1.19B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
251
Smith Group Asset Management
Texas
$41.6M +$907K +2,844 +2%
Mercer Global Advisors
252
Mercer Global Advisors
Colorado
$41.5M -$7.2M -22,574 -15%
SG Americas Securities
253
SG Americas Securities
New York
$41.2M +$34.1M +106,902 +482%
WJWM
254
Williams Jones Wealth Management
New York
$40.7M +$167K +525 +0.4%
Fidelity International
255
Fidelity International
Bermuda
$40.6M +$17.7M +55,360 +77%
MCM
256
Mill Capital Management
North Carolina
$40M +$28.1K +88 +0.1%
Bank of Nova Scotia
257
Bank of Nova Scotia
Ontario, Canada
$39.6M -$1.17M -3,667 -3%
SBWIC
258
Schaper Benz & Wise Investment Counsel
Wisconsin
$39.2M -$1.36M -4,249 -3%
HNB
259
Huntington National Bank
Ohio
$39.1M -$869K -2,723 -2%
PCM
260
Prana Capital Management
Connecticut
$38.9M -$40.1M -125,698 -51%
CCM
261
Chilton Capital Management
Texas
$38.8M -$81.7K -256 -0.2%
MAM
262
Martingale Asset Management
Massachusetts
$38.8M -$328K -1,028 -0.8%
MIF
263
Mediolanum International Funds
Ireland
$38.7M +$206K +651 +0.5%
CSIC
264
Clifford Swan Investment Counsel
California
$38.3M +$1.43M +4,468 +4%
CTB
265
Country Trust Bank
Illinois
$38.2M +$406K +1,273 +1%
Skandinaviska Enskilda Banken (SEB)
266
Skandinaviska Enskilda Banken (SEB)
Sweden
$38M -$9.41M -29,494 -20%
Robeco Institutional Asset Management
267
Robeco Institutional Asset Management
Netherlands
$37.7M -$112M -352,269 -75%
GIP
268
Greatmark Investment Partners
Georgia
$37.2M +$45.6K +143 +0.1%
FDCP
269
Foster Dykema Cabot & Partners
Massachusetts
$37.2M +$114K +358 +0.3%
MCM
270
Maple Capital Management
Vermont
$36.9M -$405K -1,270 -1%
AAM
271
Advisors Asset Management
Colorado
$36.4M -$2.93M -9,186 -7%
AB
272
Amalgamated Bank
New York
$36.2M -$242K -759 -0.7%
CWM
273
CIBC World Markets
New York
$36M +$744K +2,334 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
274
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$35.9M -$65.7M -206,052 -65%
IHL
275
Investment House LLC
California
$35.3M +$1.4M +4,404 +4%
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