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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 %
Barrow, Hanley, Mewhinney & Strauss
51
Barrow, Hanley, Mewhinney & Strauss
Texas
$388M +$34.4M +107,710 +10%
Citigroup
52
Citigroup
New York
$372M +$49.4M +154,944 +15%
Lazard Asset Management
53
Lazard Asset Management
New York
$363M -$68.3M -214,055 -16%
National Pension Service
54
National Pension Service
South Korea
$358M +$3.54M +11,095 +1%
PTC
55
Provident Trust Company
Wisconsin
$354M +$204M +640,214 +137%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$351M -$170M -531,708 -33%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$339M -$2.05M -6,413 -0.6%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$336M -$8.95M -28,052 -3%
Raymond James Financial
59
Raymond James Financial
Florida
$334M +$4.12M +12,916 +1%
Public Employees Retirement Association of Colorado
60
Public Employees Retirement Association of Colorado
Colorado
$328M -$6.52M -20,446 -2%
American Century Companies
61
American Century Companies
Missouri
$324M +$41.6M +130,466 +15%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$309M -$52.9M -165,937 -15%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$302M -$34M -106,676 -10%
Pictet Asset Management
64
Pictet Asset Management
Switzerland
$298M +$2.74M +8,583 +0.9%
SCM
65
Smead Capital Management
Arizona
$282M -$110M -343,542 -28%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$276M -$2.6M -8,153 -0.9%
SGA
67
Sustainable Growth Advisers
Connecticut
$260M -$3.84M -12,035 -1%
Corient Private Wealth
68
Corient Private Wealth
Florida
$260M -$39.1M -122,944 -13%
TAM
69
Timucuan Asset Management
Florida
$258M -$357K -1,120 -0.1%
WIM
70
Waverton Investment Management
United Kingdom
$246M -$288K -902 -0.1%
LPL Financial
71
LPL Financial
California
$246M +$17.6M +55,140 +8%
Aberdeen Group
72
Aberdeen Group
United Kingdom
$239M -$12.7M -39,754 -5%
Universal-Beteiligungs- und Servicegesellschaft
73
Universal-Beteiligungs- und Servicegesellschaft
Germany
$228M +$23.2M +72,666 +11%
Stifel Financial
74
Stifel Financial
Missouri
$221M +$10.5M +32,827 +5%
EIP
75
Epoch Investment Partners
New York
$219M -$4.43M -13,894 -2%
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