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American Express
AXP

Overview Fund Activity

2,671 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
2,671
Holders Change
+85
Holders Change %
+3.29%
% 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 %
AIM
526
Artemis Investment Management
United Kingdom
$10.3M -$822K -2,576 -7%
Bessemer Group
527
Bessemer Group
New Jersey
$10.3M +$1.65M +5,158 +19%
GIC
528
Generali Investments CEE
Czech Republic
$10.2M +$364K +1,141 +4%
LP
529
LB Partners
Virginia
$10.2M – – –
MOS
530
MGO One Seven
Ohio
$10.2M +$1.5M +4,709 +17%
LIM
531
Letson Investment Management
Georgia
$10.2M -$3.83K -12 -0%
SIG
532
Stonegate Investment Group
Alabama
$10.1M +$9.56M +29,969 +1,693%
PAG
533
Private Advisory Group
Washington
$10.1M +$10.1M +31,710 New
CIM
534
Contravisory Investment Management
Massachusetts
$10.1M +$45.6K +143 +0.5%
NSEDCP
535
NJ State Employees Deferred Compensation Plan
New Jersey
$10.1M – – –
MGP
536
Metis Global Partners
California
$10.1M -$730K -2,287 -7%
IG
537
ING Group
Netherlands
$10M +$598K +1,874 +6%
KFP
538
KMG Fiduciary Partners
Ohio
$10M +$59.3K +186 +0.6%
TSW
539
Thompson Siegel & Walmsley
Virginia
$10M -$259K -812 -3%
Carson Wealth (CWM LLC)
540
Carson Wealth (CWM LLC)
Nebraska
$9.83M +$147K +462 +2%
HAG
541
HighPoint Advisor Group
Illinois
$9.82M -$193K -604 -2%
DJSG
542
D.J. St. Germain
Massachusetts
$9.72M -$14K -44 -0.1%
MMA
543
Miracle Mile Advisors
California
$9.64M -$29.3K -92 -0.3%
MIH
544
Meitav Investment House
Israel
$9.62M +$2.25M +7,054 +31%
CI
545
Ceera Investments
Texas
$9.49M -$75K -235 -0.8%
EWA
546
EP Wealth Advisors
California
$9.48M +$426K +1,337 +5%
PBC
547
Pavion Blue Capital
California
$9.43M -$56.8K -178 -0.6%
FMTC
548
Farmers & Merchants Trust Company
California
$9.41M +$963K +3,019 +11%
EH
549
Equitable Holdings
New York
$9.38M +$2.57M +8,061 +38%
ONB
550
Old National Bancorp
Indiana
$9.37M +$7.49M +23,478 +397%
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