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American Express
AXP

Overview Fund Activity

2,670 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, 949 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,670
Holders Change
+84
Holders Change %
+3.25%
% of All Funds
35.8%
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
949
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 %
SIM
451
Sprucegrove Investment Management
Ontario, Canada
$14.4M -$128K -400 -0.9%
P
452
&Partners
Tennessee
$14.3M +$1.23M +3,662 +9%
DWT
453
Dorsey & Whitney Trust
South Dakota
$14.1M -$503K -1,578 -3%
ELC
454
Edgar Lomax Company
Virginia
$13.7M -$223K -700 -2%
DT
455
Diversified Trust
Tennessee
$13.7M -$642K -2,013 -4%
NI
456
NFC Investments
Tennessee
$13.6M +$477K +1,495 +4%
LOAMS
457
Lombard Odier Asset Management (Switzerland)
Switzerland
$13.6M +$2.34M +7,345 +21%
UF
458
Univest Financial
Pennsylvania
$13.5M +$10.8K +34 +0.1%
PAM
459
Panagora Asset Management
Massachusetts
$13.5M -$2.52M -7,901 -16%
GAM
460
Griffin Asset Management
New York
$13.5M -$238K -745 -2%
NB
461
Norinchukin Bank
Japan
$13.5M +$840K +2,634 +7%
SC
462
Searle & Co
Connecticut
$13.5M -$9.57K -30 -0.1%
NRS
463
Neville Rodie & Shaw
New York
$13.4M -$5.41M -16,964 -29%
NAS
464
NWF Advisory Services
California
$13.3M +$1.59M +4,998 +14%
VCAM
465
Van Cleef Asset Management
Ohio
$13.3M -$130K -408 -1%
Canada Life
466
Canada Life
Manitoba, Canada
$13.3M -$277K -867 -2%
EAM
467
Eventide Asset Management
Massachusetts
$13.3M +$5.04M +15,448 +61%
KA
468
Kintegral Advisory
New York
$13.3M -$19.8K -62 -0.1%
TCM
469
Thames Capital Management
New Jersey
$13.3M +$13.3M +41,576 New
KPWS
470
Kestra Private Wealth Services
Texas
$13.2M -$559K -1,751 -4%
BBHC
471
Brown Brothers Harriman & Co
New York
$13.2M +$348K +1,090 +3%
SJL
472
Shayne & Jacobs LLC
Tennessee
$13.2M -$6.95M -21,792 -34%
SWM
473
Stockman Wealth Management
Montana
$13.2M +$12.8M +39,989 +3,149%
IEFM
474
IQ EQ Fund Management
Ireland
$13M +$637K +1,997 +5%
FA
475
Financial Avengers
California
$12.9M -$17.5K -55 -0.1%
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