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American Express
AXP

Overview Fund Activity

2,672 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, 950 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,672
Holders Change
+86
Holders Change %
+3.33%
% of All Funds
35.81%
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
950
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 %
DA
526
DCM Advisors
New York
$10.3M +$698K +2,202 +7%
AIM
527
Artemis Investment Management
United Kingdom
$10.3M -$822K -2,576 -7%
Bessemer Group
528
Bessemer Group
New Jersey
$10.3M +$1.65M +5,158 +19%
GIC
529
Generali Investments CEE
Czech Republic
$10.2M +$364K +1,141 +4%
LP
530
LB Partners
Virginia
$10.2M – – –
MOS
531
MGO One Seven
Ohio
$10.2M +$1.5M +4,709 +17%
LIM
532
Letson Investment Management
Georgia
$10.2M -$3.83K -12 -0%
SIG
533
Stonegate Investment Group
Alabama
$10.1M +$9.56M +29,969 +1,693%
PAG
534
Private Advisory Group
Washington
$10.1M +$10.1M +31,710 New
CIM
535
Contravisory Investment Management
Massachusetts
$10.1M +$45.6K +143 +0.5%
NSEDCP
536
NJ State Employees Deferred Compensation Plan
New Jersey
$10.1M – – –
MGP
537
Metis Global Partners
California
$10.1M -$730K -2,287 -7%
IG
538
ING Group
Netherlands
$10M +$598K +1,874 +6%
KFP
539
KMG Fiduciary Partners
Ohio
$10M +$59.3K +186 +0.6%
TSW
540
Thompson Siegel & Walmsley
Virginia
$10M -$259K -812 -3%
Carson Wealth (CWM LLC)
541
Carson Wealth (CWM LLC)
Nebraska
$9.83M +$147K +462 +2%
HAG
542
HighPoint Advisor Group
Illinois
$9.82M -$193K -604 -2%
DJSG
543
D.J. St. Germain
Massachusetts
$9.72M -$14K -44 -0.1%
MMA
544
Miracle Mile Advisors
California
$9.64M -$29.3K -92 -0.3%
MIH
545
Meitav Investment House
Israel
$9.62M +$2.25M +7,054 +31%
CI
546
Ceera Investments
Texas
$9.49M -$75K -235 -0.8%
EWA
547
EP Wealth Advisors
California
$9.48M +$426K +1,337 +5%
PBC
548
Pavion Blue Capital
California
$9.43M -$56.8K -178 -0.6%
FMTC
549
Farmers & Merchants Trust Company
California
$9.41M +$963K +3,019 +11%
EH
550
Equitable Holdings
New York
$9.38M +$2.57M +8,061 +38%
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