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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 %
UM
276
UniSuper Management
Australia
$34.8M -$544K -1,707 -2%
DnB Asset Management
277
DnB Asset Management
Norway
$34.7M +$1.22M +3,823 +4%
FMI
278
Factory Mutual Insurance
Massachusetts
$34.6M – – –
LCAM
279
London & Capital Asset Management
United Kingdom
$34.4M +$27.4M +85,992 +392%
II
280
IFM Investors
Australia
$34.4M -$45.3K -142 -0.1%
DWM
281
Destination Wealth Management
California
$34.3M -$710K -2,226 -2%
VC
282
Vestor Capital
Illinois
$34.1M +$33.9M +191,242 +24,455%
IIM
283
INTECH Investment Management
Florida
$33.9M -$3.05M -9,559 -8%
CTA
284
Chesley Taft & Associates
Illinois
$33.6M +$41.1K +129 +0.1%
NCM
285
Noesis Capital Mangement
Florida
$33.5M +$283K +886 +0.9%
PA
286
Paralel Advisors
Colorado
$33.5M – – –
CI
287
Cambiar Investors
Colorado
$33.3M -$1.38M -4,318 -4%
Pathstone Holdings
288
Pathstone Holdings
New Jersey
$32.9M -$2.48M -7,769 -7%
PEAK6
289
PEAK6
Illinois
$32.6M -$26.3M -82,603 -45%
X
290
Xponance
Pennsylvania
$32.4M +$226K +707 +0.7%
BCWM
291
Bartlett & Co Wealth Management
Ohio
$32.4M -$50.4K -158 -0.2%
ATN
292
AMF Tjänstepension
Sweden
$32.2M – – –
QP
293
Quilter Plc
United Kingdom
$32.1M -$1.63M -5,118 -5%
Mirae Asset Global Investments
294
Mirae Asset Global Investments
South Korea
$32M +$1.9M +5,941 +6%
MASUI
295
MIRAE ASSET SECURITIES (USA) INC.
New York
$32M +$32M +100,257 New
WRBC
296
W.R. Berkley Corp
Connecticut
$31.7M +$31.7M +99,400 New
OSAM
297
O'Shaughnessy Asset Management
Connecticut
$31.6M +$6.05M +18,964 +24%
CWM
298
Congress Wealth Management
Massachusetts
$31.4M +$15.4M +48,169 +96%
Cambridge Investment Research Advisors
299
Cambridge Investment Research Advisors
Iowa
$31.1M +$692K +2,168 +2%
UCFA
300
United Capital Financial Advisors
Texas
$31M -$101K -316 -0.3%
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