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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 %
GC
476
Grimes & Company
Massachusetts
$12.9M +$83.3K +261 +0.7%
SCM
477
Shelton Capital Management
Colorado
$12.8M +$1.1M +3,436 +9%
SMI
478
Shelter Mutual Insurance
Missouri
$12.7M – – –
SC
479
Savant Capital
Illinois
$12.7M -$410K -1,286 -3%
CII
480
Capital International Inc
California
$12.6M +$6.4M +20,065 +103%
SIM
481
Stratos Investment Management
Ohio
$12.6M +$216K +678 +2%
MKA
482
M. Kulyk & Associates
Georgia
$12.5M -$75K -235 -0.6%
IIC
483
Ironwood Investment Counsel
Arizona
$12.4M +$114K +358 +0.9%
SAM
484
Stansberry Asset Management
Texas
$12.4M +$137K +428 +1%
KFC
485
Klingenstein Fields & Co
New York
$12.3M -$2.14M -6,722 -15%
RCM
486
Radnor Capital Management
Pennsylvania
$12.3M -$124K -390 -1%
MYAM
487
Meiji Yasuda Asset Management
Japan
$12.2M -$2.61M -8,192 -18%
MSU
488
Mizuho Securities USA
New York
$12.2M -$1.97M -6,191 -14%
LCI
489
L1 Capital International
Australia
$12.1M +$2.27M +7,643 +23%
CGI
490
Comgest Global Investors
France
$12M +$4.95M +15,505 +70%
MFG
491
Merit Financial Group
Georgia
$11.9M +$5.29M +16,581 +80%
UAM
492
Unison Asset Management
Florida
$11.9M +$538K +1,686 +5%
BCPWM
493
Bradley & Co Private Wealth Management
Florida
$11.8M -$84.2K -264 -0.7%
WTC
494
WhitTier Trust Company
Nevada
$11.8M -$138K -433 -1%
HCMT
495
Highland Capital Management (Tennessee)
Tennessee
$11.7M -$10.2K -32 -0.1%
AF
496
Avanza Fonder
Sweden
$11.7M -$1.71M -5,353 -13%
RCW
497
Rheos Capital Works
Japan
$11.7M – – –
FCT
498
Family Capital Trust
Massachusetts
$11.7M -$109K -341 -0.9%
CA
499
Cornerstone Advisors
North Carolina
$11.5M +$1.4M +4,400 +14%
LG
500
LaFleur & Godfrey
Michigan
$11.5M +$5.25M +16,472 +84%
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