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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 %
BCAM
551
Boston Common Asset Management
Massachusetts
$9.33M -$722K -2,262 -7%
LSERS
552
Louisiana State Employees Retirement System
Louisiana
$9.31M -$191K -600 -2%
1SB
553
1ST Source Bank
Indiana
$9.31M -$647K -2,029 -7%
BEI
554
Benjamin Edwards Inc
Missouri
$9.3M +$104K +325 +1%
SWP
555
Stratos Wealth Partners
Ohio
$9.3M -$402K -1,259 -4%
HL
556
HeadInvest LLC
Maine
$9.28M -$1.1M -3,455 -11%
SAM
557
Securian Asset Management
Minnesota
$9.23M -$165K -518 -2%
GIBU
558
Gulf International Bank (UK)
United Kingdom
$9.22M -$1.08M -3,371 -10%
LT
559
Legacy Trust
Michigan
$9.19M -$757K -2,372 -8%
DILIC
560
Dai-ichi Life Insurance Company
Japan
$9.07M -$3.03M -9,500 -25%
LF
561
Longbow Finance
Switzerland
$9.02M +$9.02M +28,273 New
WorldQuant Millennium Advisors
562
WorldQuant Millennium Advisors
New York
$8.94M -$23M -72,121 -72%
SF
563
Synovus Financial
Georgia
$8.94M +$1.23M +3,841 +16%
BPC
564
Bearing Point Capital
Minnesota
$8.91M +$74.3K +233 +0.8%
BWAM
565
Boyd Watterson Asset Management
Ohio
$8.89M +$298K +935 +3%
GP
566
Guardian Partners
Canada
$8.82M -$12.4K -39 -0.1%
Assenagon Asset Management
567
Assenagon Asset Management
Luxembourg
$8.8M +$55.5K +174 +0.6%
AG
568
AlTi Global
New York
$8.78M +$6.25M +19,538 +248%
WSFS
569
Wilmington Savings Fund Society
Delaware
$8.74M -$1M -3,150 -10%
Hudson Bay Capital Management
570
Hudson Bay Capital Management
Connecticut
$8.73M -$179K -560 -2%
MAM
571
Mirabaud Asset Management
United Kingdom
$8.68M +$1.75M +5,506 +25%
NAAA
572
New Age Alpha Advisors
New York
$8.64M +$299K +938 +4%
JWCA
573
J.W. Cole Advisors
Florida
$8.52M +$838K +2,626 +11%
MSRPS
574
Maryland State Retirement & Pension System
Maryland
$8.52M +$238K +745 +3%
CT
575
Coastline Trust
Rhode Island
$8.5M -$3.51K -11 -0%
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