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American Express
AXP

Overview Fund Activity

2,669 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, 1,039 increasing their positions, 948 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,669
Holders Change
+84
Holders Change %
+3.25%
% of All Funds
35.79%
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
1,039
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
+$675M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$429M
3
Capital World Investors
Capital World Investors
California
+$378M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$264M
5
UBS AM
UBS AM
Illinois
+$253M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$999M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$698M
3
BlackRock
BlackRock
New York
-$443M
4
UBS Group
UBS Group
Switzerland
-$230M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFSRSONJ
326
Police & Firemen's Retirement System of New Jersey
New Jersey
$26.7M +$912K +2,860 +4%
LCM
327
LVM Capital Management
Michigan
$26.6M -$858K -2,691 -3%
NAM
328
NorthCrest Asset Manangement
Minnesota
$26.6M -$555K -1,692 -2%
BBI
329
Baxter Bros Inc
Connecticut
$26.5M +$1.44M +4,521 +6%
NYLIM
330
New York Life Investment Management
New York
$26.4M +$244K +764 +0.9%
VPIM
331
Vanguard Personalized Indexing Management
California
$26.1M +$3.71M +11,629 +17%
Wealthfront Advisers
332
Wealthfront Advisers
California
$25.9M +$4.44M +13,910 +21%
EI
333
Ethic Inc
New York
$25.5M +$504K +1,589 +2%
EAM
334
Erste Asset Management
Austria
$25.1M +$12.1M +38,377 +94%
PP
335
Prudential plc
United Kingdom
$25M +$182K +572 +0.7%
SOADOR
336
State of Alaska Department of Revenue
Alaska
$25M -$888K -2,785 -3%
BPA
337
Beacon Pointe Advisors
California
$24.7M +$435K +1,363 +2%
Flossbach Von Storch
338
Flossbach Von Storch
Germany
$24.7M -$7.17M -22,487 -22%
FCMC
339
Founders Capital Management (Connecticut)
Connecticut
$24.7M +$142K +446 +0.6%
BBVA
340
Banco Bilbao Vizcaya Argentaria
Spain
$24.6M -$30.3M -95,130 -55%
SPIA
341
Steward Partners Investment Advisory
New York
$24.5M +$1.21M +3,784 +5%
AUB
342
Atlantic Union Bankshares
Virginia
$24.5M +$15.8M +49,426 +181%
AssetMark Inc
343
AssetMark Inc
California
$24.4M +$675K +2,116 +3%
AHB
344
Abner Herrman & Brock
New Jersey
$24.3M +$1.23M +3,870 +5%
MFIM
345
Mesirow Financial Investment Management
Illinois
$24.1M -$171K -535 -0.7%
NCM
346
Nearwater Capital Markets
Ireland
$24.1M -$12.8M -40,000 -35%
CIBC World Market
347
CIBC World Market
Ontario, Canada
$24M -$779K -2,442 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
348
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23.8M +$1.41M +4,406 +6%
SMFG
349
Sumitomo Mitsui Financial Group
Japan
$23.7M +$5.19M +16,262 +28%
PCH
350
Polar Capital Holdings
United Kingdom
$23.4M -$477K -1,494 -2%
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