AXP icon

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 %
Wells Fargo
26
Wells Fargo
California
$1.21B +$675M +2,115,312 +125%
UBS Group
27
UBS Group
Switzerland
$1.19B -$230M -721,075 -16%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$1.09B -$16.4M -51,280 -1%
Legal & General Group
29
Legal & General Group
United Kingdom
$1.08B -$117M -367,868 -10%
Ameriprise
30
Ameriprise
Minnesota
$989M +$204M +646,039 +26%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$966M -$29.5M -92,407 -3%
Deutsche Bank
32
Deutsche Bank
Germany
$952M +$27.4M +86,035 +3%
Barclays
33
Barclays
United Kingdom
$950M -$13.2M -41,300 -1%
RCWMU
34
Rothschild & Co Wealth Management (UK)
United Kingdom
$898M +$12.6M +39,432 +1%
Amundi
35
Amundi
France
$733M +$33.6M +103,209 +5%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$722M +$15.8M +49,593 +2%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$667M -$7.09M -22,239 -1%
Boston Partners
38
Boston Partners
Massachusetts
$664M +$41.6M +130,858 +7%
First Eagle Investment Management
39
First Eagle Investment Management
New York
$616M -$55.3M -173,334 -8%
AIM
40
Alphinity Investment Management
Australia
$592M -$148M -463,555 -20%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$586M -$42M -131,757 -7%
CWP
42
Capital Wealth Planning
Florida
$584M -$37.5M -117,714 -6%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$550M -$48.4M -151,594 -8%
Swiss National Bank
44
Swiss National Bank
Switzerland
$542M +$34.6M +108,500 +7%
LP
45
Longview Partners
Guernsey
$540M -$33.8M -106,100 -6%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$538M +$97.1M +304,539 +22%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$509M +$4.21M +13,196 +0.8%
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$471M +$27.7M +86,705 +6%
BGC
49
Beutel, Goodman & Co
Ontario, Canada
$455M -$9.13M -28,625 -2%
First Trust Advisors
50
First Trust Advisors
Illinois
$401M -$14.9M -46,804 -4%
1
2
3 4 5