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American Express
AXP

Overview Fund Activity

2,657 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 240 funds opening new positions, 1,032 increasing their positions, 944 reducing their positions, and 108 closing their positions.

Holders
2,657
Holders Change
+72
Holders Change %
+2.79%
% of All Funds
35.67%
Holding in Top 10
105
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+34.62%
% of All Funds
1.41%
New
240
Increased
1,032
Reduced
944
Closed
108
Calls
$2.12B
Puts
$1.72B
Net Calls
+$402M
Net Calls Change
-$437M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.9B
2
Wells Fargo
2
Wells Fargo
California
$1.21B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$4.28B
4
Capital World Investors
4
Capital World Investors
California
$1.63B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.41B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.75B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.64B
3
BlackRock
3
BlackRock
New York
$13.9B
4
UBS Group
4
UBS Group
Switzerland
$1.19B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$372M 1,165,293 +154,944 +15%
Lazard Asset Management
52
Lazard Asset Management
New York
$363M 1,137,647 -214,055 -16%
National Pension Service
53
National Pension Service
South Korea
$358M 1,122,097 +11,095 +1%
PTC
54
Provident Trust Company
Wisconsin
$354M 1,108,971 +640,214 +137%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$351M 1,101,461 -531,708 -33%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$339M 1,061,823 -6,413 -0.6%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$336M 1,053,715 -28,052 -3%
Raymond James Financial
58
Raymond James Financial
Florida
$334M 1,047,325 +12,916 +1%
Public Employees Retirement Association of Colorado
59
Public Employees Retirement Association of Colorado
Colorado
$328M 1,029,569 -20,446 -2%
American Century Companies
60
American Century Companies
Missouri
$324M 1,015,952 +130,466 +15%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$309M 967,534 -165,937 -15%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$302M 948,304 -106,676 -10%
Pictet Asset Management
63
Pictet Asset Management
Switzerland
$298M 932,882 +8,583 +0.9%
SCM
64
Smead Capital Management
Arizona
$282M 884,732 -343,542 -28%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$276M 866,120 -8,153 -0.9%
SGA
66
Sustainable Growth Advisers
Connecticut
$260M 815,459 -12,035 -1%
Corient Private Wealth
67
Corient Private Wealth
Florida
$260M 816,399 -122,944 -13%
TAM
68
Timucuan Asset Management
Florida
$258M 807,710 -1,120 -0.1%
WIM
69
Waverton Investment Management
United Kingdom
$246M 772,767 -902 -0.1%
LPL Financial
70
LPL Financial
California
$246M 770,434 +55,140 +8%
Aberdeen Group
71
Aberdeen Group
United Kingdom
$239M 747,940 -39,754 -5%
Universal-Beteiligungs- und Servicegesellschaft
72
Universal-Beteiligungs- und Servicegesellschaft
Germany
$228M 713,555 +72,666 +11%
Stifel Financial
73
Stifel Financial
Missouri
$221M 693,975 +32,827 +5%
EIP
74
Epoch Investment Partners
New York
$219M 685,131 -13,894 -2%
Korea Investment Corp
75
Korea Investment Corp
South Korea
$218M 684,747 -8,289 -1%
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